Bookmarks

Bookmarks Overview

• The bookmarks page is home to the important filings and reports user can find or create in Insuraviews. Bookmark key filings, helpful briefs from the Brief Builder, AI Assistant conversations or Objection Response work, so you never lose track of them.

• Depending on the content bookmarked, entries in the bookmarks page include a title or SERFF tracking number, the line of business, when it was bookmarked, and when it was last updated.

Bookmarks page with multiple kinds of bookmarks available

Filing Detail View header with 'Add to Bookmarks' highlighted

• Look for the bookmark icon, shown above, on filings, briefs from the Brief Builder, AI Assistant conversations, and the Objection Response tool to bookmark them.

Use Cases

• The Bookmarks page is great for saving filings that are relevant to your work and you want to access quickly and easily. This can also be a simple way to "track" pending filings to see when they change their status

  • Once your bookmarks are set up, you can enable Notifications to receive automatic email alerts whenever a bookmarked filing changes status — no manual checking required.

• Bookmarked AI Assistant conversations can keep a permanent record of a helpful conversation, and allows users to continue old conversations, so you can always go back and refine previous results