Preferences

Preferences is your personalization hub in Insuraviews. Set your primary carrier, competitors to track, preferred states and lines of business, display theme, and notification settings all in one place. Once set, those choices automatically apply as default filters every time you log in.

Opening Preferences

To open your preferences, click the account icon in the top right corner of Insuraviews and select Preferences.

Company Benchmarking

Set up your carrier and the carriers or companies you want to track:

• My Carrier: choose your carrier from a single-select dropdown.

• Include your carrier in your filtered searches and comparisons: turn this on to pin your carrier (labeled "Your Carrier") throughout the app and include it in your comparisons.

• Preferred Carriers: a multi-select field with search, for tracking specific carriers.

• Preferred Companies: a multi-select field with search, for tracking competitor companies.

Regional & Product Focus

• Preferred States: a multi-select state picker that focuses data and insights on the states you care about.

• Preferred LOBs/TOIs: choose whether to filter by Line of Business (LOB) or Type of Insurance (TOI), then select the specific lines or sub-types to focus on.

Display & UI Preferences

• Dark Mode: toggle to switch between light and dark theme across the app.

Global Notification Settings

Notifications let Insuraviews reach out to you the moment something changes on a bookmarked filing. Notifications are built on top of Bookmarks. Before turning them on, make sure you've bookmarked the filings you want to track.

Turn on Receive email notifications for bookmarked items to get alerts whenever a bookmarked filing's status changes (for example, Pending → Approved).

Email Frequency

You can choose how frequently you want to hear from us. There are three options:

• Immediate Notification: sends an alert as soon as a bookmarked filing receives a status update. Best for tracking competitive rate filings or high-priority market actions where timing matters.

• Daily Digest: rolls up all bookmark activity into a single summary email sent once per day. A clean, scannable rundown of everything that changed while you were focused on other things.

• Weekly Digest: delivers a recap of the past week's updates across all your bookmarked filings. Great for staying oriented without inbox noise.

What Notification Emails Contain

Each notification email is clean and scannable, showing you:

• The Filing ID of the updated filing

• The Carrier name

• The current status of the filing

• A direct link back to the filing in Insuraviews

Clicking the link in the email takes you directly to the filing in Insuraviews, with no digging around and no context switching.

How Your Preferences Are Applied

Once you save, your preferences automatically apply as default filters across Insuraviews the moment you log in, so you never need to reselect your carrier, states, or lines of business each session. Your primary carrier is pinned and labeled "Your Carrier" throughout the app, with a subtle indicator showing when preference-based filtering is active.

Use Discard to revert unsaved changes, or Save Changes to apply your updates.

Setup Checklist

1. Click your account icon in the top right corner and select Preferences.

2. Set your carrier, preferred carriers and companies, states, and lines of business under Company Benchmarking and Regional & Product Focus.

3. Choose your display theme under Display & UI Preferences.

4. Turn on email notifications and choose a frequency under Global Notification Settings.

5. Click Save Changes.