IP Audit

Missing Policy Request Form

IP Missing Policy Requests


Before Sending a Missing Policy Request

  1. Run a full YTD Missing Policy Audit

    1. Don’t just check the current month

  2. Build your list using Issued Paid (IP) date only

    1. Use the J column for the IP date

  3. Remove anything that already shows in your IP reporting

  4. Only then submit the cleaned-up list of policies that still do not appear in your IP profile


Required Templates & Materials

To keep processing fast and accurate:

  • Use only the attached Missing Policy Request Template for this request.

  • Do not:

    • Add columns

    • Add extra tabs

    • Add notes or comments in random cells

  • Enter data in the exact fields and order shown.

  • See the “Jane Doe” example tab/row in the template for how your data should look.

When you’re done:

  1. Save the completed file.

  2. Attach it in your email to Ed Terrell - ed.terrell@familyfirstlife.com

PDFs are not accepted. Excel or Google Sheets only.


Policy Request & Audit Guidelines

Missing Policy Requests (Monthly)

  • Submit the month’s Missing Policy Request by the 10th of the following month, or within 48 hours after Week 5 posts, whichever is later, for timely credit.

  • Requests submitted after the 10th will be credited in the following Issued Paid month.

Year-to-Date Policy Audits

  • Before submitting, complete a full YTD audit using the template.

Submission Format

  • Use the provided Excel template (or Google Sheets version of the same layout).

  • No PDFs.

  • No custom formats.

How to Run an IP Audit


What Happens After You Submit

Once Ed has received your completed form:

  1. Corporate runs an initial search for each missing policy.

  2. If it’s still not found, they run a secondary search at months-end.

  3. Historically, around 95% of policy issues are resolved during month-end reconciliation. 

At month-end, they also run multiple validations of Issued Paid premiums to ensure accurate totals for:

  • Agency and Personal Bonuses

  • Incentive Programs

  • Promotions


FFL IP Processing Weeks

  • Week 1: 1st-7th

  • Week 2: 8th-14th

  • Week 3: 15th-21st

  • Week 4: 22nd-28th

  • Week 5: 29th-31st (months that have it; February excluded)

Note: Any policy searches requested outside the current production week are automatically deferred to month-end reconciliation.


Thank you for following this process - it helps corporate credit you accurately and keep bonuses, incentives and promotions clean and on time.