System Settings allow Tenant Admins to configure how key Comissio features behave across statements, renewals, chargebacks, fees, authentication, and reporting.
System Settings are only visible when a Tenant account is in Active status. During implementation, a Tenant is often in Provisioning status, and the Settings menu will not be displayed. Once the account is activated, the Settings menu becomes available.
Step by Step
- From the upper right corner, navigate to Settings.
- Select the applicable settings category from the left‑hand menu.
- Update settings as needed.
- Select Save for the selected category.
⚠️ Troubleshooting
• If changes do not appear to take effect, verify that Save was selected before navigating away from the Settings page. Settings are not retained unless saved.
Statement Options
Statement settings control how Agent statements are generated and how notifications are sent.
Statement Notifications
- Send email notifications when Statements are generated
Statements are generated and email notifications are sent to all Agents in the cycle. - Do not send email notifications to Agents/Orgs
Statements are generated, but no email notifications are sent. - Do not create Statements and do not send email when all commission activity is zero
Statements are not created and no notifications are sent for Agents whose commission activity totals $0 for the cycle. - Do not create Statements and do not send email notifications to Agents/Orgs
Statements and notifications are completely suppressed for the cycle. This is commonly used when an account is first opened but not yet live with Agents.
Sort Policies by (PDF)
- Product Type
Agent statement PDFs are sorted by product type. - Policyholder
Agent statement PDFs are sorted by policyholder.
Statement Type (CSV)
- Segmented
The system creates three separate CSV statements:- Commission Activity
- Adjustments
- Chargebacks
- Consolidated
The system creates a single CSV statement containing all activity types.
⚠️Warning: Changing the CSV Statement Type between Segmented and Consolidated after statements have been generated and saved for commission cycles will result in previously generated statements no longer being available for viewing. Before changing this setting, ensure any required historical statements have been downloaded or otherwise retained.
For additional details, see the Agent Statements section.
Settings – Policy Lapse and Auto-Chargeback
These settings control how policy lapses and automatic chargebacks are handled.
- Policy Lapse
Enables lapse logic based on days since the last paid‑through date. - Auto‑Chargeback
Automatically charges back remaining advance balances when enabled.
Detailed behavior is covered in the Auto Lapse section of this guide.
Policy Laps and Auto-Chargeback settings
Settings – Renewal Options
Renewal options control how Policies are classified as New vs. Renewal on the Dashboard. These settings affect display only and do not change how Transactions, commissions, or statements are calculated.
The Dashboard (also referred to as the Landing page) is the page displayed when an Admin logs in or selects the Comissio logo. Agents see a similar Dashboard within the Agent Dashboard, but the data shown is limited to their own policies and any downline Agents.
Renewal options apply to both Admin and Agent Dashboards.
- Policies with effective date greater than 12 months
Policies are displayed as Renewals only when transaction activity occurs in month thirteen or later from the original effective date. This is the traditional renewal definition. - Policies in second term or more, regardless of duration
Policies are displayed as Renewals whenever a new effective date is created, regardless of policy duration. This option is useful for short‑term or term‑based products where a new effective date represents a continuation of coverage.
For more information on how New vs. Renewal Policies are displayed, including charts and visuals, see the Dashboard section of this guide.
Renewals settings
Settings – 1099
Comissio calculates 1099 earnings for Agents.
- 1099 Minimum
Defaults to the current legal threshold of $600.
Tenants may set a different minimum if they choose to generate 1099s for Agents earning less than $600.
See 1099 End of Year Processing for more details.
1099 setting
Admin Fee
This setting controls commission‑based Admin Fees.
It does not affect Admin Fees based on Advances that are configured in Commission Rates.
Additional details are provided in the Admin Fees section.
Admin Fee Setting
Multi Factor Authentication
This setting controls which Multi‑Factor Authentication options are available to Agents.
See the Multi‑Factor Authentication document for details on MFA configuration and Agent experience.
Multi-factor Authentication setting
Log History Categories
Log History Categories allow Admins to define custom categories used when creating Log History records for Agents. Log History records are used within Agent Details to store notes related to interactions, actions, or important events associated with an Agent.
By default, Comissio includes four predefined Log History Categories. Admins may add additional categories as needed.
Step by Step
- From the upper right corner, navigate to Settings.
- Select Log History Categories.
- Review existing categories and their status.
- Select Add New Category to create a custom category.
- Enter the category name and save.
Once created, custom categories are available for selection when creating Log History records for Agents.
ℹ️ Best Practices
• Use clear, consistent naming for categories to make Log History records easier to search and review.
• Limit the number of categories to those that provide meaningful differentiation to avoid clutter.
Log History Categories
Log History Categories – with Add New Category outlined
