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Options Menu

The Options Menu lets you customize system behavior in Commission Tracker. Settings control how policies are displayed, how commissions are calculated, how warnings behave, and more. Changes take effect after clicking Save.

💡 Why Use This

Use the Options Menu when:

  • Cleaning up your daily workspace — Control which policy statuses appear in your tree view and main grid.
  • Speeding up bulk edits — Disable warning prompts temporarily when performing large administrative updates.
  • Configuring House calculations — Set the system to automatically retain unallocated commission for the House without a manual split entry.
  • Setting premium and commission defaults — Choose whether premium is entered per payment or per term, and set the default payout type for agent commissions.
  • Managing policy automation — Control whether policies automatically renew or expire, and whether agent splits are pre-populated during policy creation.

🗺️ How to Access

Navigate to Tools → Options Menu from the main menu.

Options Menu

Setting Levels

Each setting is labeled either User or Company in the Level column:

  • User Level — Applies only to your account and workstation. Other users are not affected.
  • Company Level — Applies to all users in your company. Changes here affect everyone.

Warning

Use caution with Company Level settings. Changes will affect all users in your organization immediately after saving.

User Level Settings

Setting Description
Default Tree View Setting Sets the default view displayed in the navigation tree when the application starts (e.g., Carriers).
Default Agent Commission Payout Type Sets the default calculation type for agent commission payouts (e.g., % of Commission).
Enter Premium Per Payment Or Premium Per Term Sets whether premium on the policy screen is entered as a single payment amount or the full term total. Per payment is recommended.
Do Not Allow $0 Premium When checked, prevents creation of new policies with a $0 premium amount.
Default Setting For Pay Per Subscriber Policies When checked, the original enrollment subscriber count is used to calculate expected commission for Pay Per Subscriber policies.
Automatically Post Payments To Manually Created Policies Automatically posts payments to manually created policies so billing appears current and payments are not reported as missing.
Do Not Automatically Expire Policies When checked, prevents policies from automatically updating to Expired status after the renewal date has passed.
Do Not Automatically Renew Policies When checked, prevents policies from being automatically renewed when they are near their renewal date.
Disable The Policy Edit Warning When unchecked, shows a warning when editing a policy that has already received payments. Check this box to suppress that warning.
Disable The House Commission Split Warning When unchecked, shows a warning when all commissions will be paid to The House by default. Check this box to suppress that warning.
Disable The Policy Renewal Warning When unchecked, offers to create a full 12-month term when manually renewing a policy that was originally created with a term shorter than 12 months. Check this box to suppress that prompt.
Use Custom Reports When checked, the system looks for a purchased custom report before displaying the standard report.
Disable Automatic Creation Of Agent Splits During manual policy creation, the system attempts to pre-populate the agent split table based on past entries. Check this box to disable that behavior. Disabled (checked) is the recommended setting.
Automatically Refresh The Tree View In Multi-User Mode When checked, automatically updates the navigation tree when other users in your company make changes.

Company Level Settings

Warning

These settings apply to all users in your company. Coordinate with your administrator before making changes.

Setting Description
Automatically Pay The House Account Any Remaining Commissions When checked, The House automatically receives any commission not allocated to an agent split. You do not need to add a House row to your agent commission split tables.
Allow Duplicate Policy Numbers When checked, allows creation of policies with the same policy number as long as the carrier, client, revenue group, policy type, or carrier table differs.

Important Considerations

Warning Message Settings

The Disable warning settings each describe what the warning does when the box is unchecked (warning active). Checking the box turns the warning off. Disable warnings only when performing bulk administrative work where repeated prompts are disruptive — keep them enabled during normal daily use.

Automatic Policy Lifecycle

Do Not Automatically Expire Policies and Do Not Automatically Renew Policies give you control over the policy lifecycle. These are useful in agencies that manage renewals manually or use custom renewal workflows. When both are unchecked, the system handles expiration and renewal automatically based on renewal dates.

Agent Split Auto-Creation

The Disable Automatic Creation Of Agent Splits setting is checked (disabled) by default. Leaving it enabled can cause unexpected agent split rows to appear during policy creation if past entries exist. Keeping it disabled (checked) is the recommended setting unless your agency actively uses the predictive entry feature.

🔧 Troubleshooting

Changes I make in the Options Menu are not saving. Confirm you clicked Save after making changes. Settings will not persist until the save step is completed.

A User Level setting I changed seems to affect another user. User Level settings apply only to your account and workstation. If another user sees different behavior, they may have different settings configured on their own account.

A Company Level setting I changed affected all users unexpectedly. Company Level settings apply to everyone in your organization immediately after saving. If a change was made in error, return to the Options Menu and revert the setting, then click Save.

Options I change reset after I log out. Some User Level settings are tied to your workstation. If settings reset on login, your administrator may have configured system-level defaults that override your preferences — contact your administrator to investigate.

Need help? Contact support@commission-tracker.com