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How to Identify Policies From a Specific Group or Employer

This article explains how to identify policies from a specific group or employer in the data tab.

Rich Schaeffer avatar
Written by Rich Schaeffer
Updated over 6 months ago

🟢 Step-by-Step Instructions

  1. Click on the Data tab.

  2. In the Filter Panel, locate and click Group Name.

  3. Select the specific group (e.g., “El Paso ISD” or “St. Peters Health”) from the dropdown menu.

  4. Optionally, combine this with other filters like Broker Name or Product Type.

  5. View the results to see all commission records tied to that employer group.


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