# Welcome

### Welcome to Insuraviews

Welcome to Insuraviews, the market intelligence platform designed specifically for insurance leaders. Our platform provides strategic insights through comprehensive rate filings and advanced analytics, helping you make data-driven decisions with the latest market trends across all 50 states.

#### Who This Guide Is For

This guide is designed for insurance professionals, actuaries, product managers, and market intelligence directors who need quick access to competitive rate filing data and market insights.

<figure><img src="/files/ZpikPOLsAPSt7cEmNByh" alt=""><figcaption><p>Insuraviews Dashboard</p></figcaption></figure>


# Login and Dashboard

#### What You'll Need

* Your Insuraviews account credentials
* A modern web browser (Chrome, Firefox, Safari, or Edge)
* Basic understanding of insurance rate filings

#### First Login

1. Navigate to [app.insuraviews.com](https://app.insuraviews.com/)
2. Enter your credentials
3. You'll be taken to your main dashboard

<figure><img src="/files/ZpikPOLsAPSt7cEmNByh" alt=""><figcaption><p>Insuraviews Dashboard</p></figcaption></figure>

### Dashboard Overview

Your Insuraviews dashboard is your command center for market intelligence.&#x20;

Here's what you'll see:

* **Search:** Access our powerful rate filing search engine, with suggested search terms
* **Recent Filings:** Shows the 6 filings added most recently, with some basic filing information and the date added
* **DOI Reviewers Top 10 List:** Shows top 10 reviewers based on their average days to approve filings
* **AI Insights:** Ask our custom AI assistant about insurance topics or filings to take a deep dive into our structured data
* **Navigation Sidebar:** Select one of our reports or tools to dive deeper into rate filings
* **Updates:** See what features and changes are being added to Insuraviews


# 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](/getting-started/browse-filings-and-forms/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.


# Search

**What it does**: Gather and assess rate filings from key insurers across multiple lines of business.

**Coverage includes**:

* Personal Auto
* Homeowners
* Commercial Multi-Peril
* Commercial Auto
* Workers Compensation
* Inland Marine
* Other Liability

**How to use**:

1. Click "Search" from the main menu or at the top of the sidebar
2. Enter search terms and hit the enter key
3. Apply filters as needed to narrow your criteria (Carrier, State, Line of Business, Date Range etc.)
4. Select 'Description', 'Objection', or 'Rating Factors' to specify where in the filing you want to search
5. Select 'Boolean Search' to add additional operations to search terms

<figure><img src="/files/6qsoWETuvUfry8P3eVXd" alt=""><figcaption><p>Rate Filing Search</p></figcaption></figure>


# Browse Filings and Forms

### What is the Filings and Forms Browser?

The browser feature in Insuraviews provides a powerful way to explore and analyze the comprehensive database of insurance rate filings from companies across all 50 states. Rather than searching for specific terms, browsing allows you to systematically explore market activity, regulatory patterns, and competitive dynamics through an intuitive, filter-driven interface.

### Key Concept

The browser feature transforms thousands of pages of complex rate filing documents into accessible, summarized insights. Each filing in the system represents analysis of documents that may contain hundreds or even thousands of pages, distilled into the most critical data points and metrics that matter for strategic decision-making.

### How Browsing Works

The browse functionality follows a logical progression designed to take you from broad market overview to specific filing details:

#### 1. Start Broad

Use comprehensive filters to narrow down to relevant filings:

* **Geographic Focus**: Select specific states or regions
* **Line of Business**: Choose Personal Auto, Homeowners, Commercial lines
* **Carrier Selection**: Focus on specific insurance companies
* **Time Periods**: Set date ranges for your analysis
* **Filing Status**: Filter by approved, pending, or withdrawn filings
* **Product Types**: Narrow by specific insurance products

#### 2. Scan Results

Review the filing list to identify interesting filings:

* **Sortable Columns**: Organize by carrier, state, line of business, or date
* **Quick Identification**: Spot patterns and outliers in filing activity
* **SERFF Tracking Numbers**: Each filing clearly identified with clickable tracking codes
* **At-a-Glance Info**: See key details without downloading individual filings

#### 3. Dive Deep

Click SERFF tracking numbers for detailed analysis:

* **Comprehensive Metrics**: Rate impacts, premium changes, affected policyholders
* **Regulatory Intelligence**: DOI responses, objections, and approval timelines
* **Actuarial Details**: Loss ratios, trend factors, and rating justifications
* **Change Tracking**: Complete history of filing modifications and amendments

#### 4. Access Originals

Use "Download as PDF" to view complete filing documents:

* **Source Documents**: Access the actual filings submitted to regulators
* **Complete Context**: Review supporting exhibits and actuarial analysis
* **Regulatory Submissions**: See exactly what was filed with each DOI
* **Due Diligence**: Conduct thorough document review when needed

#### 5. Save and Track

Use heart icons and saved filters for future reference:

* **Favorite Filings**: Mark important filings for quick future access
* **Reusable Filters**: Save filter combinations for consistent monitoring
* **Cross-Platform Consistency**: Use saved filters across reports and other views
* **Ongoing Monitoring**: Track developments in specific markets or carriers

### Why This Progression Matters

This structured approach ensures you can efficiently move from broad market intelligence to specific competitive insights without getting lost in overwhelming detail. Whether you're conducting market research, preparing regulatory responses, or developing competitive strategies, the Browse feature adapts to your analysis needs while maintaining access to both high-level trends and granular filing details.

### Relation with Other Features

The Filing and Form Browser feature relates with other Insuraviews capabilities:

* **Saved filters** work across Browse, Search, and Report generation
* **SERFF tracking numbers** connect to Diff View comparisons
* **Filing insights** support Objection Response letter generation


# Filings Browser

### Filings Browser Overview

The Filings Browser provides a comprehensive view of all rate filings in the Insuraviews system, allowing you to quickly navigate from high-level summaries to detailed filing analysis or original documents.

**Key Concept**: The browser displays summarized information extracted from filings that may contain hundreds or thousands of pages, giving you quick access to the most important data points without having to read through entire documents.

#### Available Filters

Configure your browsing experience using these filters:

* **Carrier** - Select specific insurance companies (dropdown with "All" option)
* **State** - Choose specific states or view all states
* **Line of Business** - Filter by Personal Auto, Homeowners, Commercial Multi-Peril, etc.
* **Sub TOI** - Additional sub-category filtering
* **Disposition Status** - Filter by filing status (Approved, Pending, Withdrawn, etc.)
* **Filing Type** - Narrow by specific filing types (Rate, Rule, Form)
* **Company** - Additional company-level filtering
* **Product Name** - Filter by specific insurance products
* **Date Range** - Set start and end dates using calendar selectors, and select which date range is used (can be Effective Date, Submitted Date, or Disposition Date)

#### **Saved Filters Feature**:

* Click "Saved Filters" to access previously saved filter combinations
* Filters saved in the browser can be reused across other reports and views
* This ensures consistent analysis parameters across different parts of the platform

#### Understanding the Filing List

The browser displays filings in a sortable table format with these key columns:

* **Carrier** - Insurance company name (sortable)
* **SERFF Tracking** - Clickable SERFF tracking number that links to detailed filing view
* **Product Name** - Specific insurance product being filed
* **State** - Filing jurisdiction
* **LOB** - Line of Business (sortable)

<figure><img src="/files/seMHUn3hkG4asjihhti2" alt=""><figcaption><p>Filings Browser</p></figcaption></figure>

### Detailed Filing Analysis

When you click on any SERFF tracking number, you access a comprehensive filing summary page that includes:

**Filing Header Information**:

* **Company Name**
* **Product Line**
* **SERFF Tracking Number**&#x20;
* **Effective Dates** - New and Renewal dates
* **Bookmark Button** - next to the SERFF tracking number, saves filings to Bookmarks tab
* **Days to Approval** - for filed/approved filings
* **"View PDF" Dropdown** - Shows filing access options
  * **View PDF (## Pages)**
  * **Download PDF + Attachments**
* **Section Tabs**
  * **Overview** - see the information listed above, and the key metrics
  * **Objections** - see the reviewer and objection history of the current filing
  * **Rating Factors** - see the rating factors found in the filing and its attachments
  * **Product History** - see the history of filings for the current product

**Key Metrics Dashboard**: The system displays critical metrics in an easy-to-read card format:

* **Rate Impact**: actual impact on premiums
* **Indicated Change**: company's requested change
* **Written Premium**: premium volume affected
* **Policy Holders Affected**: number of customers impacted
* **Average Premium Change**: dollar impact per policy
* **Max Change**: highest rate change in any category

**Filing Description**:

* Detailed summary of the filing's purpose and key components
* Actuarial justifications and supporting analysis
* Regulatory concerns and responses
* Example: Analysis of hurricane loss costs, combined ratio information, and Loss Adjustment Factors

**Regulatory Activity Tracking**:

* **Responses**: DOI objections and company responses with dates
* **Amendments & Attachments**: Document updates and additions
* **Change Log**: Detailed history of filing modifications including:
  * Rate changes (e.g., "Increase rate by 5.3% from 6% to 12%")
  * Premium impact changes
  * Effective date modifications
  * Policyholder impact adjustments

**Additional Features**:

* **Related Filings**: Links to similar or connected filings
* **View Product History**: Access historical filing patterns for the product
* **Bookmarks:** selecting the tag near the SERFF tracking number will bookmark the filing and add it to the Bookmarks tab
* **AI Assistant**: selecting the blue button in the bottom right opens the AI assistant, allowing for additional questions and insights
* Geographic and product tags

### Use Cases

* **Market Research**: Quickly scan all filings in a specific state or line of business
* **Competitive Intelligence**: Track specific carriers' filing patterns and strategies
* **Regulatory Analysis**: Monitor DOI responses and approval patterns
* **Due Diligence**: Access both summaries and original documents for thorough analysis
* **Trend Identification**: Use saved filters to regularly monitor specific market segments

<figure><img src="/files/atZVYWTqviBPey8qV9uo" alt=""><figcaption></figcaption></figure>


# Bookmarks

### Bookmarks Overview

The bookmarks page is currently home to a set of filings selected by the user, as a way to mark certain filings. Bookmarked filings will appear in the Bookmarks page, making it easier to return to them in the future. Each filing now has a Bookmark icon next to its SERFF tracking number, shown below.

<figure><img src="/files/EtDdFRH7Jdl6rDib2Syl" alt=""><figcaption><p>Bookmarks Page with a small set of saved filings</p></figcaption></figure>

<figure><img src="/files/vLw0RTq3kLZscecECL0f" alt=""><figcaption><p>Filing Header with bookmark button un-selected</p></figcaption></figure>

<figure><img src="/files/pLC9OjLZHLIP3Xscx7Xs" alt=""><figcaption><p>Filing Header with 'Add to Bookmarks' option highlighted</p></figcaption></figure>

### Use Cases

* Currently, 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](/getting-started/preferences) to receive automatic email alerts whenever a bookmarked filing changes status — no manual checking required.


# Run Reports

**Reports Overview**

Insuraviews offers five comprehensive report types to transform your rate filing research into actionable strategic insights:

[**Single Carrier View**](/getting-started/run-reports/single-carrier-view) - Generate focused analysis on one specific insurance company's rate filing activity, strategies, and patterns across states and lines of business

[**Multi Carrier View**](/getting-started/run-reports/multi-carrier-view) - Compare and analyze multiple insurance carriers simultaneously to understand competitive dynamics, market positioning, and industry-wide trends

[**DOI View**](/getting-started/run-reports/doi-view) - Access regulatory perspective reports that summarize Department of Insurance activity, approval patterns, objection trends, and regulatory decision-making across jurisdictions

[**Rating Factors View**](/getting-started/run-reports/rating-factors-view) - Dive deep into the actuarial components of rate filings, analyzing loss ratios, trend factors, expense ratios, and other key rating elements that drive rate changes

[**State View**](/getting-started/run-reports/state-view) - Examine market activity from a geographic perspective, understanding state-specific trends, regulatory environments, and competitive landscapes

<br>


# Single Carrier View

### Overview

The Single Carrier View report provides comprehensive analysis of one specific insurance carrier's rate filing activity, market positioning, and competitive performance across states and lines of business.

### Available Filters

Configure your report using the following filters:

* **Carrier** - Select the specific insurance company you want to analyze&#x20;
* **State** - Select specific states or analyze all 50 states
* **Line of Business** - Choose from the desired line of business for your report
* **Sub TOI** - Choose a specific sub type of insurance
* **Disposition Status** - Select Approved, Pending, or Withdrawn filings
* **Filing Type** - Select Rate, Form, or Rule filings
* **Company** - Select specific underwriting companies
* **Product Name** - Select specific insurance products&#x20;
* **Date Range** - Use calendar selectors to set start and end dates for your analysis period

{% hint style="success" %}
*Note: Filter combinations can be saved and reused across all report types for consistent analysis.*
{% endhint %}

### Key Metrics Included

Your Single Carrier View report will display the following essential metrics:

**Impacted Policyholders** - Total number of policyholders affected by rate changes during the selected period

**Indicated Change** - The carrier's filed rate change percentage based on actuarial analysis

**Number of Filings** - Total count of rate filings submitted by the carrier

**Rate Impact** - Actual impact on customer premiums after regulatory review

**Total Written Premium Change** - Dollar amount change in written premiums

### Visual Analytics

The report includes four key charts to help you understand the carrier's market position:

#### Rate Changes vs. Industry

* Identifies if the carrier is more aggressive or conservative than competitors

#### Rate Impact vs. Industry

* Displays the carrier's rate impact across different states
* Enables quick identification of geographic strategy patterns

#### Interactive Rate Impact Map

* Visual map showing rate impact by state
* Perfect for understanding geographic rate strategy

#### Top 10 Underwriting Companies

* Shows your selected carrier's position relative to industry leaders
* Helps identify market share trends and competitive positioning

### Use Cases

* **Competitive Intelligence**: Understand how a key competitor is positioning rates across markets
* **Market Entry Analysis**: Evaluate a carrier's strategy before entering similar markets
* **Regulatory Preparation**: Anticipate potential objections based on the carrier's filing history
* **Strategic Planning**: Benchmark your own rate strategies against successful competitors

<figure><img src="/files/Ktjeyqn5z1zg7vI7xLO2" alt=""><figcaption><p>Single Carrier View</p></figcaption></figure>


# Multi Carrier View

### Overview

The Multi Carrier View report enables simultaneous analysis of multiple insurance companies, providing comprehensive competitive intelligence and market trend insights across your selected carriers.

### Available Filters

Configure your report using the following filters:

* **Carrier** - Select the specific insurance company you want to analyze&#x20;
* **State** - Select specific states or analyze all 50 states
* **Line of Business** - Choose from the desired line of business for your report
* **Sub TOI** - Choose a specific sub type of insurance
* **Disposition Status** - Select Approved, Pending, or Withdrawn filings
* **Filing Type** - Select Rate, Form, or Rule filings
* **Company** - Select specific underwriting companies
* **Product Name** - Select specific insurance products&#x20;
* **Date Range** - Use calendar selectors to set start and end dates for your analysis period

{% hint style="success" %}
*Note: Filter combinations can be saved and reused across all report types for consistent analysis.*
{% endhint %}

### Visual Analytics

The report includes four comprehensive charts for multi-carrier competitive analysis:

#### Average Rate Impact by Selected Carriers

* Highlights which carriers are outliers in their rate strategy

#### Average Written Premium Change by Selected Carriers

* Compares premium changes for all selected carriers
* Reveals competitive dynamics
* Shows which carriers are most aggressive

#### **Average Rate Impact Across Size of Program and Number of Filings**

* Compares rate impacts, size of program and number of filings represented in bubble chart format across states for all selected carriers
* Reveals competitive dynamics
* Shows which carriers are most aggressive

#### Interactive Rate Impact Map

* Visual map displaying rate impacts by state for all selected carriers
* Hover functionality shows detailed breakdown by carrier for each state
* Color-coding indicates competitive intensity levels
* Identifies market concentration and competitive gaps

### Use Cases

* **Market Analysis**: Understand competitive dynamics in specific markets
* **Portfolio Strategy**: Compare multiple carriers you're considering for partnerships
* **Competitive Benchmarking**: See how a group of competitors is performing relative to each other
* **Market Entry**: Analyze existing players before entering a new market

<figure><img src="/files/U38iYX348ikM5dPYGxC6" alt=""><figcaption><p>Multi Carrier View</p></figcaption></figure>


# DOI View

### Overview

The DOI View report provides regulatory perspective analysis, summarizing Department of Insurance activity, approval patterns, objection trends, and regulatory decision-making across jurisdictions.

### Available Filters

Configure your report using the following filters:

* **Carrier** - Select the specific insurance company you want to analyze&#x20;
* **State** - Select specific states or analyze all 50 states
* **Line of Business** - Choose from the desired line of business for your report
* **Sub TOI** - Choose a specific sub type of insurance
* **Disposition Status** - Select Approved, Pending, or Withdrawn filings
* **Filing Type** - Select Rate, Form, or Rule filings
* **Company** - Select specific underwriting companies
* **Product Name** - Select specific insurance products&#x20;
* **Date Range** - Use calendar selectors to set start and end dates for your analysis period

{% hint style="success" %}
*Note: Filter combinations can be saved and reused across all report types for consistent analysis.*
{% endhint %}

### Visual Analytics

The report includes comprehensive charts for DOI Reviewer analysis:

#### **Top 10 Reviewers Ranked by # of Days to Approval**

* Ranks DOI Reviewers by average days to approval

#### **Average Days to Approval By Rate Impact**

{% hint style="success" %}
**Select a specific reviewer in the upper right corner**
{% endhint %}

* Ranks a specific DOI Reviewer across various rate ranges compared to the industry average.

### Reviewer Objections

* Provides a synthesized summary of the various objections and approvals made by a specific reviewer.&#x20;
* Utilizes a specifically trained artificial intelligence model focused on data within the Insuraviews data collection.

### Use Cases

* **Objection Preparation**: Anticipate likely DOI concerns based on historical data
* **Regulatory Relations**: Understand each state's regulatory priorities and concerns
* **Market Entry**: Assess regulatory environment before entering new states

<figure><img src="/files/OOvblTBSWgUpauj6jwJK" alt=""><figcaption><p>DOI View</p></figcaption></figure>


# Rating Factors View

### Overview

The Rating Factors View report provides deep actuarial analysis of rate filing components, examining key rating elements that drive rate changes across the industry.

### Available Filters

Configure your report using the following filters:

* **Carrier** - Select the specific insurance company you want to analyze&#x20;
* **State** - Select specific states or analyze all 50 states
* **Line of Business** - Choose from the desired line of business for your report
* **Sub TOI** - Choose a specific sub type of insurance
* **Disposition Status** - Select Approved, Pending, or Withdrawn filings
* **Filing Type** - Select Rate, Form, or Rule filings
* **Company** - Select specific underwriting companies
* **Product Name** - Select specific insurance products&#x20;
* **Date Range** - Use calendar selectors to set start and end dates for your analysis period

{% hint style="success" %}
*Note: Filter combinations can be saved and reused across all report types for consistent analysis.*
{% endhint %}

### Visual Analytics

The Rating Factors View includes comprehensive charts analyzing actuarial components:

#### **Top 25 Rating Factors Ranked by Total Filings**

* Helps identify which factors or companies have the most filing activity

#### **Top 25 Rating Factors Ranked by Average Days to Approval**

* Provides insights into regulatory approval trends for rating factors

#### **Top 25 Rating Factors Ranked by Program Size**

* Helps quantify the financial impact of rating factor changes

#### **Top 25 Rating Factors Ranked by Average Written Premium Change**

* Tracks how premium levels are changing across the market due to rating factor adjustments

### Use Cases

* **Actuarial Benchmarking**: Compare your rating factor approaches to industry practices
* **Rate Adequacy Analysis**: Validate your own actuarial assumptions against market data
* **Competitive Intelligence**: Understand how competitors structure their rating factors
* **Regulatory Support**: Use industry filing patterns to support your own rate submissions
* **Premium Strategy**: Assess the financial impact of potential rating factor changes
* **Market Analysis**: Track how rating factor changes are affecting overall market premium levels

<figure><img src="/files/u0xO4svIWMRZ5pw9dGxb" alt=""><figcaption><p>Rating Factors View</p></figcaption></figure>


# State View

### Overview

The State View report examines market activity from a geographic perspective, providing comprehensive analysis of state-specific trends, regulatory environments, and competitive landscapes.

### Available Filters

Configure your report using the following filters:

* **Carrier** - Select the specific insurance company you want to analyze&#x20;
* **State** - Select specific states or analyze all 50 states
* **Line of Business** - Choose from the desired line of business for your report
* **Sub TOI** - Choose a specific sub type of insurance
* **Disposition Status** - Select Approved, Pending, or Withdrawn filings
* **Filing Type** - Select Rate, Form, or Rule filings
* **Company** - Select specific underwriting companies
* **Product Name** - Select specific insurance products&#x20;
* **Date Range** - Use calendar selectors to set start and end dates for your analysis period

{% hint style="success" %}
*Note: Filter combinations can be saved and reused across all report types for consistent analysis.*
{% endhint %}

### Visual Analytics

The State View includes comprehensive charts analyzing state-specific market data:

#### Top 10 Carriers Ranked by # of Days to Approval

* Shows the carriers that have their filings approved the fastest, with the Top 10 combined average

#### **Average Word Count by Carrier**

* Quickly identifies market leaders and filing frequency patterns

#### Average Page Count by Carrier

* Enables comparison of carrier activity levels within the state
* Helps identify competitive intensity and market participation

#### Carrier Objections Summary

* Provides a synthesized summary of the various objections and approvals faced by a specific carrier
* Utilizes a specifically trained artificial intelligence model focused on data within the Insuraviews data collection

### Use Cases

* **Market Entry Strategy**: Evaluate regulatory environment before entering new states
* **Competitive Intelligence**: Understand which carriers are most active in specific markets
* **Regulatory Preparation**: Learn from past objections and regulatory patterns
* **Filing Strategy**: Optimize timing and approach based on state-specific trends
* **Compliance Planning**: Understand administrative requirements and common pitfalls
* **Market Positioning**: Assess competitive landscape and identify opportunities

<figure><img src="/files/a6bXCFT23i3xttBUggFU" alt=""><figcaption><p>State View</p></figcaption></figure>


# Additional Tools

**Additional Tools Overview**

Insuraviews offers powerful additional tools to enhance your market intelligence capabilities:

[**Brief Builder**](/getting-started/additional-tools/brief-builder) - Intelligence Briefs transforms Insuraviews' comprehensive rate filing database into your personal market intelligence engine, delivering exactly the insights you need, when you need them.

[**Objection Response**](/getting-started/additional-tools/objection-response) - Input DOI reviewer objections in text format and automatically generate professional response letters backed by comparable filing data and industry precedents, streamlining regulatory interactions

[**Diff View**](/getting-started/additional-tools/diff-view) - Compare any two rate filings using their SERFF tracking numbers with detailed side-by-side analysis that highlights differences in rate changes, justifications, and supporting data - perfect for version comparisons or competitive analysis

[**Custom Query**](/getting-started/additional-tools/query-builder) - Advanced users get direct SQL access to the Insuraviews database, allowing data analysts and actuaries to run highly customized queries for specific data combinations not available through standard search functions

Together, these tools provide comprehensive support for regulatory compliance, competitive intelligence, and advanced data analysis needs.


# Brief Builder

Intelligence Briefs transforms Insuraviews' comprehensive rate filing database into your personal market intelligence engine, delivering exactly the insights you need, when you need them.

**What it does:** Transform complex rate filing data into actionable insights with Insuraviews' new Intelligence Briefs feature. This powerful tool puts you in control of your market analysis by allowing you to generate customized summaries tailored to your specific business needs.

**How to use:**

1. Navigate to "Brief Builder"
2. **Select your Report Type:** Select the overall focus of your brief
   1. **Intelligence Briefs:** Analytical analysis with multiple lenses to generate a brief on specific trends
   2. **Objection Briefs:** Short and Long Form responses, focusing on objections and their responses within the selected filings
3. **Select your Analytical Lens:** Select the style of Brief you want to generate

   1. **General Market Intelligence:** traditional Intelligence Brief, focusing on competitor presence, filing volume and market expansion
   2. **Rate & Pricing Analysis:** trends in rate changes, pricing structures, and regulatory rate patterns
   3. **Form Trend Analysis:** trends in exclusions, coverage scope, and policy language
   4. **Keyword Deep Dive:** Find trends in usage patterns or evolution in language around this key word

   **NOTE!** Keyword Deep Dives can be applied to any of the first 3 Analytical Lenses, as well as being a standalone lens.
4. **Select your Criteria:** Select the combination of Carriers, Line of Business, State, and Date Range to use for the generation of your brief.

<figure><img src="/files/ijV98FB4M3ta79Y6i87r" alt=""><figcaption><p>Brief Builder</p></figcaption></figure>

Click **Generate New Brief** to begin the generation process.

<figure><img src="/files/1sPdQrjBRUxqzB4zhVhg" alt=""><figcaption><p>Generated Brief</p></figcaption></figure>

Generated Briefs include lots of important information outside of the brief itself

1. **Header:** shows the selected analytical lens and applied filters for the current brief. Also shows the **Evidence Strength,** which is a rating applied to a brief based on filing volume, cross-carrier corroboration, and geographic consistency.&#x20;

**NOTE!** The Evidence Strength score does not speak to the correctness or importance of the analysis shared, so confirmation and review are recommended for all generated briefs

2. **Right Sidebar:** shows additional details of the current brief, such as the count of included filings, carriers, and states, as well as other selected filters. Also has 2 options for modifying the generated brief through **Change Lens** and **Edit Scope**
   1. **Change Lens:** allows the user to change the selected lens of the brief to generate a new brief with a new lens
   2. **Edit Scope:** allows the user to edit the selected filters to fine tune the current analysis
3. **Filing References:** all filings included in the analysis are linked at the bottom of the brief, as well as linked throughout the body of the brief to ensure the insights shared are rooted in the filing information

**Key Benefits:**

* **Save time**: Eliminate hours of manual research with automated summary generation
* **Focus your analysis**: Zero in on the carriers, markets, and time frames that matter most to your business
* **Make informed decisions**: Access synthesized intelligence that reveals market trends and competitive strategies
* **Stay current**: Generate fresh briefs as new filings are added to our weekly-refreshed database


# Objection Response

Handle DOI reviewer objections efficiently with AI-powered response drafting.

**What it does:** Transform DOI objections into professional, well-supported response letters using comparable filing data and industry precedents.

**How to use:**

1. Navigate to "Objection Response"
2. **Input the Objection**: Copy and paste the DOI reviewer's objection text directly into the system, or upload objection documents directly
3. **Provide Additional Context**: Include additional context to the "copy and paste" section, and enter any relevant filters to narrow the scope of filings considered

<figure><img src="/files/pVHguIaOt6tpxP8AFwsq" alt=""><figcaption><p>Objection Response page</p></figcaption></figure>

4. **Review Analysis**: The system analyzes the objection type and identifies key concerns
5. **Generate Response:** After generating a response, a proposed response is generated in the Regulator Objection Response Workspace.&#x20;

<figure><img src="/files/005FGypFMMn7IJ3iSQJT" alt=""><figcaption><p>Regulator Objection Response Workspace with a draft for a short objection letter</p></figcaption></figure>

4. The **Regulator Objection Response Workspace** is where edits can be made to ensure that the content of the letter aligns with the desired tone and alignment with the objection.&#x20;
   1. Change the overall tone of the response by selecting one of the tone options near the Proposed Response header. By default, the tool will generate with a standard professional tone
   2. Each generated section, like the introduction or the actual objection responses, can be edited through the Section Controls, that appear when clicking on a section. Here, you can have the AI rewrite the section in a different way (Agree/Disagree or Clarification), or modify the section through supporting evidence and other simpler rewrites.&#x20;
   3. You can also edit the text directly in the response box, to add additional context or rewrite sections in your own words.&#x20;

<figure><img src="/files/fjAkVFrh9yZ1bB50Nesu" alt=""><figcaption><p>Screenshot of the Objection Response Workspace with the Tone options, Section Controls, and Export options highlighted</p></figcaption></figure>

5. **Finalize and Export:** Once the response has been finalized, the Export button provides two options:
   1. Export as Plain Text: perfect for copy/pasting into an email or other submission form
   2. Export as PDF: example below
   3. You can also bookmark an Objection Response session, which allows you to edit a completed response, or export the response.

<figure><img src="/files/EWdlMS9jELsj8wBZ6pPC" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
**NOTE: All Filing Sources are included at the bottom of each Objection Response generated under 'View Filing References'**
{% endhint %}

**Key Benefits:**

* Saves hours of research time finding comparable cases
* Ensures consistent, professional tone in regulatory correspondence
* Leverages comprehensive database of successful responses
* Reduces back-and-forth with regulators through well-supported arguments


# Diff View

Compare two specific rate filings side-by-side to identify differences and similarities.

**What it does:** Provides detailed comparison between any two filings using their SERFF tracking numbers, highlighting exactly what changed between versions or how different companies approach similar rate actions.

**How to use:**

1. Go to "Diff View"
2. **Enter SERFF Tracking Numbers**: Input the two specific SERFF tracking numbers you want to compare
3. **Run Comparison**: System analyzes both filings and generates detailed comparison
4. **Review Results**: View the comparative analysis showing:
   * **Rate Changes**: Differences in proposed rate adjustments
   * **Justifications**: How each filing explains their rate needs
   * **Supporting Data**: Variations in loss ratios, trend factors, and expenses
   * **Geographic Scope**: Territory and coverage differences
   * **Timeline Differences**: Filing and effective date variations

**Use Cases:**

* **Version Comparison**: Compare original filing vs. amended version to see what changed
* **Competitor Analysis**: Understand how different companies approach similar rate needs
* **Strategy Development**: Learn from successful filings when preparing your own
* **Regulatory Preparation**: Anticipate questions by seeing how similar filings were reviewed

<figure><img src="/files/GaBNrp6V5fdF9LKdkEHn" alt=""><figcaption><p>Diff View</p></figcaption></figure>


# Query Builder

Run precise SQL queries directly against the Insuraviews database for highly customized analysis.

**What it does:** Provides direct database access for users who need specific data combinations not available through standard search and reporting tools. This access is through both a traditional SQL Editor, where users can create their own queries, or Natural Language Queries, where users can enter plain language questions, and a query will be generated for you.

**Who should use this:**

* Data analysts and actuaries comfortable with SQL
* Users needing complex data relationships
* Teams requiring specific data formats for internal systems
* Advanced users who want maximum flexibility in data extraction

#### **How to use - SQL Editor:**

1. Access "Query Builder" and the "SQL Editor" tab
2. **Write Your Query**: Use SQL syntax to specify exactly what data you need
   * Access tables for filings, companies, states, rate changes, and more
   * Join multiple data sources for complex analysis
   * Apply custom filters and calculations
3. **Test and Validate**: Preview results before running full query
4. **Execute Query**: Run against live database
5. **Export Results**: Download your results as a CSV file

**Example Query Types:**

* **Complex Rate Analysis**: "Show me all auto rate increases >10% in California and Texas from companies with >$1B premium, including their loss ratios"
* **Temporal Patterns**: "Compare rate filing timing patterns between Q1 and Q4 over the last 3 years"
* **Regulatory Trends**: "Identify states with fastest approval times for homeowners rate increases"
* **Market Positioning**: "Calculate market share changes based on rate competitiveness by territory"

**Database Schema Access:**

* Complete documentation of available tables and fields
* Data dictionary explaining field definitions and relationships

<figure><img src="/files/GYrxaHE1aB58uS9hlDyA" alt=""><figcaption><p>Query Builder - SQL Editor</p></figcaption></figure>

#### **How to Use - Natural Language**&#x20;

1. Access "Query Builder" and the "Natural Language" tab
2. **Write your Question**: No need for SQL syntax or technical knowledge, Natural Language allows for standard questions to be converted into SQL
3. **Generate SQL**: Converts the question to an SQL query, and then runs the query against the live database
   * Generated query is provided to the user for options to copy and edit it in the SQL Edito
4. **Export Results**: Download your results as a CSV file

**Example Questions:**

* "What is the premium-weighted rate impact for Homeowners filings in the last 12 months?"
* "Which DOI reviewers have completed the most filings?"
* "List the most common rating factors used for Personal Auto filings."

<figure><img src="/files/BC1vepijvRj5wyftGWoE" alt=""><figcaption><p>Query Builder - Natural Language</p></figcaption></figure>

#### **Safety Features:**

* Read-only access ensures data integrity
* Query timeout limits prevent system overload
* Result size limits for manageable outputs
* Query history for reproducing previous analysis


# Use Case Examples

With a large amount of data and a range of unique tools built to access it, it's not always clear how to apply those tools to a workflow or project. This use case documentation shows use cases across a range of topics to help provide a basic framework you can mold to fit your own workflow. Below are the use cases that will be explored in these documents:

#### Use Cases <a href="#use-cases" id="use-cases"></a>

* [**Market Research**](/getting-started/use-case-examples/using-tools-and-reports#market-research): Quickly scan all filings in a specific state or line of business
* [**Competitive Intelligence**](/getting-started/use-case-examples/using-tools-and-reports#competitive-intelligence): Track specific carriers' filing patterns and strategies
* [**Regulatory Analysis**](/getting-started/use-case-examples/using-tools-and-reports#regulatory-analysis): Monitor DOI responses and approval patterns
* [**Due Diligence**](/getting-started/use-case-examples/using-tools-and-reports#due-diligence): Access both summaries and original documents for thorough analysis
* [**Trend Identification**](/getting-started/use-case-examples/using-tools-and-reports#trend-identification): Use saved filters to regularly monitor specific market segments


# Using Tools and Reports

### Market Research

**Keyword Search and Filtering**

* Identify key information that can be captured in a word or phrase.

<figure><img src="/files/ZvGSK4JjbDv5KY451rn4" alt=""><figcaption><p>Search results for 'Telematics'.</p></figcaption></figure>

* After searching for that information, apply relevant filters to bring results more in line with expectations. You can also narrow search results through the **Description**, **Objection**, and **Rating Factors** tabs at the top of the results.

<figure><img src="/files/60pvZFctVI9SYsOLQNFG" alt=""><figcaption><p>Results after applying filters for Line of Business, Disposition Status, and Submitted Date.</p></figcaption></figure>

{% hint style="info" %}
If you regularly use the same filters across many searches and reports, you can save them using the '**Saved Filters'** drop down on the right of the filter section. This allows you to apply saved filters anywhere you have the option to filter results.&#x20;
{% endhint %}

* Once you have these results, you can view some details at a glance by selecting the **Show More Context** option.&#x20;
* To generate a report based on the search results, select **Export to Brief Builder** to create a new brief.
  * See the [Trend Identification](#trend-identification) section for more details on using the Brief Builder.
* To analyze individual results, select a filing to view the filing detail view. This will show an executive summary, key details like rate impact, and the filing's underwriting companies.
  * The **Objections** tab will let you review the conversation between the filer and the DOI reviewer as well as view the reviewer's DOI profile. This can help you analyze upcoming filings that might face similar objections.
  * The **Rating Factors** page shows all of the identified factors for that filing, which can inform rating calculations and factors in new filings.
  * The **Product History** tab shows historic filings for the connected product, allowing you to analyze how the filing has changed over time.

<figure><img src="/files/q5B6Gb0HlW54bU2SlkaR" alt=""><figcaption><p>Filing Detail View with highlighted tabs for the different ways you can analyze a filing.</p></figcaption></figure>

* To see how to further your search and filtering analysis, see how the AI Assistant can help [here](/getting-started/use-case-examples/using-the-ai-assistant#market-research).

### Competitive Intelligence

**Single Carrier View**

* Identify a carrier and apply any relevant filters that you are looking to research.

<figure><img src="/files/UqRzjXaosBwdTfCK20cc" alt=""><figcaption><p>An example of a single carrier view, looking at approved Homeowners filings from Cincinnati</p></figcaption></figure>

* Key information like policyholders, rate impact, and written premium change are shown at the top of the results.
* Graphs for **Rate Change vs Industry** and **Rate Impact vs Industry by State** are generated for additional analysis of rate information.
* A heat map of the US is also generated using the rate impact and written premium by program, showing trends for this carrier at a national level.
  * For additional research, click on a state in the heat map to be taken to the filings browser, where the results shown are the filings that make up that state in the heat map.

**Multi Carrier View**

* Identify a set of carriers that you are looking to research.&#x20;

<figure><img src="/files/uAAVUm1V0dMbdDh7wSKt" alt=""><figcaption><p>The Multi Carrier View, with a set of 7 carrier selected</p></figcaption></figure>

{% hint style="info" %}
The Multi Carrier View loads with a Start Date because, by default, all carriers are shown, and loading the full history for every carrier is slow. Be sure to adjust this start date to your desired window when selecting your filters.
{% endhint %}

* The report generates graphs showing **Average Rate Impact**, **Total Written Premium**, **Weighted Average New Premium**, **Average Rate Impact Across Size of Program**, and a heat map of **Rate Impact and Premium per Program**, so there's plenty of comparison data available across the selected carriers.
* Each of the graphs listed above can be clicked through to go to the filings browser to view the filings used to generate that graph (this excludes the Average Rate Impact by Size of Program graph).
* To see how you can further your competitive analysis with the AI Assistant, read more [here](/getting-started/use-case-examples/using-the-ai-assistant#competitive-intelligence).

### Regulatory Analysis

**DOI View and Reviewer Profiles**

* Identify a filter combination for the area where you are writing filings.

<figure><img src="/files/8NEs8KpEbpibFyHRtB4k" alt=""><figcaption><p>Example of the DOI view, looking at Commercial Auto rate filings submitted in 2026.</p></figcaption></figure>

* Filtering then shows a graph of the **Top 10 Reviewers Ranked by # of Days to Approval.**
  * In this case 'Top 10' refers to the 10 reviewers with the longest time for approval for the selected filters.
* Below the Top 10 graph is the **Average Days to Approval by Rate Impact** graph, which by default shows the industry average in gray. By clicking through the Top 10 graph, or selecting a reviewer in the top right, you can compare an individual's days-to-approval by rate impact against the industry average.
* Selecting a reviewer also loads their **Reviewer Profile**, which highlights trends in their review process, as well as links to filings they were the primary reviewer for — great for researching a primary reviewer you're unfamiliar with you can prepare for their potential objections.
* To see how you can further your regulatory analysis with the AI Assistant, read more [here](/getting-started/use-case-examples/using-tools-and-reports#regulatory-analysis).

### Due Diligence

**Original filings and Database Accessibility**

* Filings and Supporting Documents can be downloaded from the Filing Detail View, and the **Product History** tab lets you compare different iterations of a product's filings over time. This can be helpful in analyzing original filings and evaluating the evolution of a product.

<figure><img src="/files/FEDNfVIF0zk8oulVr4N6" alt=""><figcaption><p>Example of the Filing Detail View's Product History tab, with the option to view older filings highlighted. The View PDF option is also highlighted to show where to download the source filing and its supporting documents</p></figcaption></figure>

* To review similar information at a larger scale, the **Query Builder** can be used to view the extracted information stored in our database. This can be done through a **Natural Language Query**, or by writing a customized SQL query.

<figure><img src="/files/sU9qA26PRIMQokQsroo6" alt=""><figcaption><p>Example of using Natural Language Query to generate an SQL query.</p></figcaption></figure>

<figure><img src="/files/hPt9Av3TBF9Uza5fV4S8" alt=""><figcaption><p>Some of the results of the example Natural Language Query above.</p></figcaption></figure>

* Natural Language Queries require a lot of specific wording when generating a query, so be sure to mention any information you'd like to see; otherwise, it may be excluded.

<figure><img src="/files/v2Y7zuMWPJpUnq6dS7D9" alt=""><figcaption><p>Another example Natural Language Query, showing that specifically mentioning information to include ensures it is in the resulting table.</p></figcaption></figure>

* Results from the Query Builder can be exported as a CSV file, so this is a great option if you are looking to gather data to use in another tool, or would like to do additional analysis in a program like Excel.
* To see how you can further your due diligence with the AI Assistant, read more [here](/getting-started/use-case-examples/using-the-ai-assistant#due-diligence).

### Trend Identification

**Brief Builder**

* Before identifying filters for the data, first select the type of brief, as well as the analytical lens for the brief.
  * **Intelligence Briefs** focus on the filing and supporting documents, with the lens guiding the specifics of that focus:&#x20;
    * **General Market Intelligence** looks for trends in competitor presence, market entry and expansion, and filing volume and frequency.
    * **Rate and Pricing Analysis** looks at rate change trends, pricing structures, and regulatory rate patterns.
    * **Form Trend Analysis** looks at new or expanded exclusions, coverage scope modifications, and policy language.
    * **Keyword Deep Dive** adds a filtering option that allows for a keyword filter along with the standard filter set. It focuses on keyword usage patterns, context and language changes, and emerging risk identification.
  * **Objection Briefs** focus on the objections and responses, as well as the amendments and new attachments that come with the process of trying to get a filing approved. The available lenses are simpler than the options for Intelligence Briefs:
    * **Short Form Objection Response** lens generates a concise summary of objection patterns.
    * **Long Form Objection Response** lens generates an expanded analysis of objection patterns grouped by recurring themes linked to filings.
    * **Keyword Deep Dive** adds a filtering option, much like it does for Intelligence Briefs.

{% hint style="info" %}
In either brief type, **Keyword Deep Dive** can be used as a standalone lens, or it can be applied in addition to any of the other lens options, allowing additional layers of customization and filtering on top of those lenses.
{% endhint %}

* After selecting a brief type and lens, identify a filter combination that sets the filings you are interested in researching.

<figure><img src="/files/UZrCGxjqh2qMi9MQUN2E" alt=""><figcaption><p>An example Intelligence Brief, looking at approved Commercial Auto rate filings submitted this year, with a keyword deep dive on 'Safe Driver'.</p></figcaption></figure>

* Each brief will generate with a header, showing the context of the generated brief: the filters, keywords, and lenses will appear here. It also includes an 'Evidence Strength' rating for the selected filings used to generate the brief

{% hint style="warning" %}
The 'Evidence Strength' rating is based on filing volume, cross-carrier corroboration, and geographic consistency. It does not represent importance, correctness, prediction, or recommendation.&#x20;
{% endhint %}

* Each brief will also generate with a sidebar, showing the current lens and the filing scope. It also includes options to change the current scope and current lens, allowing you to modify a report to be more in line with expectations.

<figure><img src="/files/5BtkCyuOdYLnZlcLBtdo" alt=""><figcaption><p>A generated Brief with the header and sidebar highlighted.</p></figcaption></figure>

* The body of the brief will vary based on the selected brief type and lens. The information shown in these reports will include links to the filings used to create those insights. Source filings are also linked in a final section of the brief.
* Briefs are a great way to get a report on a larger set of filings, as a way to identify trends and patterns that can be further researched through other reports and tools.
* To see how you can further your trend identification with the AI Assistant, read more [here](/getting-started/use-case-examples/using-the-ai-assistant#trend-identification).


# Using the AI Assistant

## AI Assistant Context

* Throughout Insuraviews, the AI Assistant is present in both the top right above the search bar, as well as in the bottom left as a green icon. Accessing the assistant from any page will bring up the AI assistant sidebar with the detailed conversation.

<figure><img src="/files/VJSWKZAgxxsFgCXp3hlm" alt=""><figcaption><p>Highlighting how to open a new AI Assistant conversation.</p></figcaption></figure>

* For many pages, opening the AI Assistant will set the assistant’s “context” (or what data it is looking at) to the data relevant to that page. These pages include search results, the filings browser, filing detail view, product history, and the Brief Builder.

<figure><img src="/files/lXAVbx6WwoaWD0UdIsll" alt=""><figcaption><p>Highlighting AI Assistant Context marker for the search results page. </p></figcaption></figure>

* For all other pages, the AI Assistant will take on a general context, which extends to the entirety of the Insuraviews dataset. Access to such a wide context can sometimes lead to vague answers, so it's important to narrow down the data being considered. This can be done by selecting specific states, lines of business, or setting a date range.

***Example Prompt: Show me rate increases in Wisconsin over the last 6 months.***

<figure><img src="/files/asQIz9XNDPhUeC6im6Wc" alt=""><figcaption><p>An AI Assistant conversation starting with general context, with a prompt meant to narrow the context to 240 filings to keep results specific.</p></figcaption></figure>

* *By asking only for filings in Wisconsin from the last 6 months, you can create a specific set of data for the AI Assistant to analyze and review.*

## Use Cases

### Market Research

**Keyword Search and Filtering**

* To see the process of keyword searching and using filters, read more [here](/getting-started/use-case-examples/using-tools-and-reports#market-research).
* Using keyword search and filtering is a fantastic way to set a specific context so the AI Assistant is best positioned to surface helpful insights. After searching and filtering, open the AI Assistant and ask for further information.
* Below are some examples of follow-up prompts that can be useful when analyzing search results.

***Example Prompt: Create a graph of the 10 carriers who filed most of these filings.***

<figure><img src="/files/KIJMN8YxbW4Xp7UwdOZZ" alt=""><figcaption><p>Example of an AI Assistant prompt as a follow-up to search results</p></figcaption></figure>

* *Saying a phrase like **these filings** when the AI Assistant has search results as the context is understood as a reference to the set of filings. Referencing the results captured in the AI Assistant's context is a great thing to include in prompts and can help ensure the Assistant's responses are focused.*&#x20;
* *The AI Assistant can generate graphs/data visualizations from the available data, which can be helpful when comparing companies in a dataset or looking at changes over time.*

***Example Prompt: Categorize and summarize the rate filings found in these results.***

<figure><img src="/files/GYp2TmzOr4pIjAWYy0bA" alt=""><figcaption><p>Example of using the AI Assistant to summarize search results</p></figcaption></figure>

* ***Categorize and summarize** is a great phrase to have the AI Assistant provide an overview of large result sets so you can review the information and pinpoint pieces of information without reviewing each filing individually.*
* *Tables generated by the AI Assistant can be exported as a CSV file, in the event that you want to take the data collected by the assistant for use in another tool.*

### Competitive Intelligence

**Single and Multi Carrier Views**

* To see the information available on the single and multi carrier views, read more [here](/getting-started/use-case-examples/using-tools-and-reports#competitive-intelligence).
* Currently, the AI Assistant does not receive context from the Single and Multi Carrier Views, but there are still opportunities to take advantage of the AI Assistant with the data from these pages.

***Example Prompt: Summarize the rate change in these filings***

<figure><img src="/files/6cRz77jVpbQfIVSMoUwe" alt=""><figcaption><p>Example of using the AI Assistant to summarize filings from the Filings Browser</p></figcaption></figure>

* *Clicking through Nevada on the heat map sets the context set in the filings browser, which can then be used to summarize the underlying data. This can help provide additional context to the rate change and premium that the heat map represents.*

### Regulatory Analysis

**DOI View and Reviewer Profiles**

* To see more information on the DOI View and Reviewer Profiles, read more [here](/getting-started/use-case-examples/using-tools-and-reports#regulatory-analysis).
* Currently, the AI Assistant does not receive context from the DOI View, but it can still assist with questions about reviewer profiles or the information found with the DOI view.

***Example Prompt: Analyze Andrea Hinchman's last 5 filings.***

<figure><img src="/files/HivqjqoGYcp88r8nSbYO" alt=""><figcaption><p>Example of using the AI Assistant to provide analysis of a DOI reveiwer's profile</p></figcaption></figure>

* *Because there is no context for the DOI View, the easiest way to have the AI Assistant find helpful insights is to mention reviewers by name. The assistant has access to the reviewer profiles and can find some insights and trends in reviewers' actions.*
* *The example above only asks for summaries of the last 5 filings. Once a reviewer and their filings are identified, there are many more questions that can be asked about the reviewer and how they work.*

### Due Diligence

**Original filings and Database Accessibility**

* To see more information on original filings and accessing the Insuraviews database, read more [here](/getting-started/use-case-examples/using-tools-and-reports#due-diligence).
* When working in the Product History tab of the Filing Detail View, the AI Assistant can capture that context, and provide detailed insights into the evolution of the filings.

***Example Prompt: Create a graph showing the change in rate impact over time**.*

<figure><img src="/files/JoLZ0JZMcUBVUqdY9gMH" alt=""><figcaption><p>Example of the AI Assistant using the Product History context to graph the filing's rate impact over time </p></figcaption></figure>

### Trend Identification

**Brief Builder**

* To see more information on customizing and generating briefs, read more [here](/getting-started/use-case-examples/using-tools-and-reports#trend-identification).
* The AI Assistant and the Brief Builder are excellent tools when paired together. One of the most common use cases is asking followup questions to the assistant about findings mentioned in the brief.&#x20;

***Example Prompt: Expand on the Market Implications***

<figure><img src="/files/XXKNcCtpMbQeUOPGMfQS" alt=""><figcaption><p>Example of using the AI Assistant top expand on information identified in an Intelligence Brief</p></figcaption></figure>

* *In the **Strategic Insights** section of this brief, there is a short summary discussing some market implications. Since it is only a short summary, you can ask the assistant for more details, and using the source filings and brief, it generates a more detailed explanation along with links to the filings source material.*


# Data Refresh

#### Data Refresh Policy

Our Data Refresh policy ensures that all data is updated regularly to maintain accuracy and reliability. We strive to have all data refreshed and up to date within the last week. This approach allows us to provide timely insights and analytics while accommodating changing data patterns swiftly. Our automated systems facilitate seamless data refreshes to meet this weekly target consistently.


# Data Accuracy

Our goal is to ensure maximum accuracy in all data displayed in our product. Since we rely on third-party data and AI technologies, inaccuracies may occur due to initial errors or AI misjudgments. If you notice any inaccuracies, please report them by emailing <support@insuraviews.com>.


# Carriers & Lines of Business

**We collect data for the following carriers**\ <br>

| Carrier                                                                |
| ---------------------------------------------------------------------- |
| 007 Bonds                                                              |
| 20/20 Title LLC                                                        |
| 3M Co                                                                  |
| 4 Peaks Title                                                          |
| 51 Thomas Tire & Automotive LLC                                        |
| 5B Alliance Grp                                                        |
| 5Rivers Ins Co Inc                                                     |
| 805Title Inc                                                           |
| A.U.L. Corp                                                            |
| AAGI Inc                                                               |
| AAIS                                                                   |
| ABC Title & Closing Servs LLC                                          |
| ACCC Ins Co                                                            |
| ACP Ins Mgmt LLC Grp                                                   |
| AG Workers Ins Grp                                                     |
| AHP Title Direct Inc                                                   |
| AHWC Inc                                                               |
| AIG Warrantyguard Inc                                                  |
| APA Properties LLC                                                     |
| APCO Services LLC                                                      |
| ATA Natl Title Grp                                                     |
| ATG Title Inc                                                          |
| AU Holding Co Grp                                                      |
| AXA Ins Grp                                                            |
| AXA Specialty Ins Co                                                   |
| AXIS Capital Grp                                                       |
| Abbey Exact Title                                                      |
| Abstract Title                                                         |
| Accelerant Holdings Grp                                                |
| Access Ins Co                                                          |
| Accredited Ins Holdings Grp                                            |
| Accurate Grp LLC                                                       |
| Achosa Home Warranty LLC                                               |
| Active Title Agency LLC                                                |
| Acuity                                                                 |
| Acuity Natl Real Estate Solns LLC                                      |
| Adair Cnty Mut Ins Assn                                                |
| Adams Mut Ins Assn                                                     |
| Advance Core Capital Inc                                               |
| Advanced Protection Products Intl Inc                                  |
| Advocus Natl Title Ins Co                                              |
| Aegis Extended Serv LLC                                                |
| Aegis Grp                                                              |
| Aegon US Holding Grp                                                   |
| Aerilon Protection Services Inc                                        |
| Affinity Road & Travel Club LLC                                        |
| Affirmative Ins Grp                                                    |
| Aftercare Inc                                                          |
| Agency Ins Co Of MD Inc                                                |
| Agents Mut Ins Co                                                      |
| Agraria Mut Grp                                                        |
| Aim Mut Grp                                                            |
| Aioi Nissay Dowa Ins Servs USA Corp                                    |
| Aipso                                                                  |
| Alabama Municipal Ins Corp                                             |
| Alaska Escrow & Title Ins Agency Inc                                   |
| Alert Auto Ins Co                                                      |
| Alfa Ins Grp                                                           |
| Align Solar Protection Inc                                             |
| Allegiant Reverse Servs Title Co                                       |
| Allegiant Title and Escrow Agency LLC                                  |
| Alliance Ins Grp                                                       |
| Alliance Mut Ins Assn                                                  |
| Alliance United Ins Co                                                 |
| Alliant Natl Title Ins Co Inc                                          |
| Allianz Ins Grp                                                        |
| Allied Commercial Ventures LLC                                         |
| Allied Guaranty Ins Co RRG                                             |
| Allied Trust Ins Co                                                    |
| Allstate Ins Grp                                                       |
| Ally Ins Holdings Grp                                                  |
| Alpha Warranty Services Inc                                            |
| Alpine Vehicle Protection                                              |
| Alps Prop & Cas Ins Co                                                 |
| Alyeska Title Guar Agency                                              |
| Amazon Home Warranty of GA LLC                                         |
| Ambac Assur Corp                                                       |
| Amer Colonial Ins Co                                                   |
| Amer Honda Protection Products Corp                                    |
| Amer Safety Cas Ins Co                                                 |
| Amer Warranty Corp                                                     |
| AmeriHealth Cas Ins Co                                                 |
| America's Preferred Home Warranty Inc                                  |
| America's Preferred Structural Warranty Inc                            |
| American Agricultural Ins Co                                           |
| American Alliance Cas Co                                               |
| American Assn Of Ins                                                   |
| American Auto Guardian LLC                                             |
| American Auto Shield Ltd                                               |
| American Coast Title Co Inc                                            |
| American Coastal Ins Corp Grp                                          |
| American Contractors Ins Grp                                           |
| American Eagle Title Ins Co                                            |
| American European Grp                                                  |
| American Family Ins Grp                                                |
| American Farmers & Ranchers Grp                                        |
| American Financial Grp                                                 |
| American Guardian Shield Ins Co                                        |
| American Home Guardian                                                 |
| American Home Shield Corp                                              |
| American Home Shield Of ME Inc                                         |
| American Independent Ins Co                                            |
| American Independent Ins Grp                                           |
| American Integrity Ins Co Of FL                                        |
| American Inter Fidelity Exch                                           |
| American Intl Grp (AIG)                                                |
| American Millennium Ins Co                                             |
| American Mobile Ins Exch                                               |
| American Mut Ins Assn                                                  |
| American Mut Share Ins Corp Grp                                        |
| American Nuclear Insurers                                              |
| American Prop & Cas Ins Co                                             |
| American Prop Ins Co                                                   |
| American Resources Ins Co Inc                                          |
| American Risk Ins Co Inc                                               |
| American Road Administrative Co                                        |
| American Road Ins Co                                                   |
| American Traditions Ins Co                                             |
| American Warranty Serv Corp                                            |
| American Water Resources LLC                                           |
| Americas Road & Travel Club Inc                                        |
| Amerisafe Grp                                                          |
| Amerisure Co Grp                                                       |
| Amex Assur Co                                                          |
| Amica Mut Grp                                                          |
| Amrock CA Inc                                                          |
| Amtrust Financial Serv Grp                                             |
| Anchor Ins Holdings Grp                                                |
| Andover Grp                                                            |
| Anywhere Ins Services LLC                                              |
| Anza Investment Holdings Grp                                           |
| Aon Re Inc                                                             |
| Apex Star Ins Exch                                                     |
| Apex Star Recip Exch                                                   |
| Apollo Global Mgmt Grp                                                 |
| AppleCare Service Co Inc                                               |
| Applied Warranty & Ins Servs LLC                                       |
| Applied Warranty Servs                                                 |
| Arbella Ins Grp                                                        |
| Arbor Recip Exch Co                                                    |
| Arch Ins Grp                                                           |
| Architects & Engineers Ins Co RRG                                      |
| Areca Ins Exch                                                         |
| Arity LLC                                                              |
| Ark Financial LLC                                                      |
| Arkansas Mut Ins Co                                                    |
| Armed Forces Ins Exch                                                  |
| Armour Settlement Servs LLC                                            |
| Arowood Grp                                                            |
| Ascendant Commercial Ins Inc                                           |
| Ascendant National Title                                               |
| Ascension Warranty Corp                                                |
| Ascent Administration Services LLC                                     |
| Ascent Escrow & Title Inc                                              |
| Ascot Ins US Grp                                                       |
| Ashmere Ins Co                                                         |
| Aspen Title & Escrow LLC                                               |
| Aspire Gen Ins Co                                                      |
| Asservo Natl Warranty Protection Corp                                  |
| Asservo Warranty Protection of FL Corp                                 |
| Assoc Title Inc                                                        |
| Associated Attorney Title & Closing Co PC                              |
| Associated Industries of MA Mut Ins Co                                 |
| Associated Mut Ins Co                                                  |
| Association County Commissioners of GA Interlocal Risk Mgmt Agency     |
| Assurance Co Of Amer                                                   |
| AssuranceAmerica Corp Grp                                              |
| Assure Holding Corp Grp                                                |
| Assured Claims Grp LLC                                                 |
| Assured Guar Inc                                                       |
| Assured Guar Municipal Corp                                            |
| Aston Martin Lagonda Of N Amer Inc                                     |
| Asurion Technology Servs Inc                                           |
| Athens Administrative LLC                                              |
| Atlantic Amer Grp                                                      |
| Atlantic Mut Legal Defense Ins Co Inc                                  |
| Atlas Natl Title Ins Co                                                |
| Atlas Title Co                                                         |
| Attorneys Title Guaranty Fund Inc                                      |
| Attorneys Title Ins Agency of Aspen LLC                                |
| Atypical Title LLC                                                     |
| Auro Solutions LLC                                                     |
| Auto Club of Amer Corp                                                 |
| Auto Owners Grp                                                        |
| Auto Protection Corp                                                   |
| Auto Service Warranties Inc (FN)                                       |
| Auto Services Co Inc                                                   |
| AutoXcel Corp                                                          |
| Autoguard Advantage Corp                                               |
| Automobile Club MI Grp                                                 |
| Automobile Insurers Bureau of MA                                       |
| Automobile Protection Corporation Apco                                 |
| Automotive Protection Systems                                          |
| Automotive Warranty Services Inc                                       |
| Autto LLC                                                              |
| Avalanche Title & Escrow LLC                                           |
| AvantaGuard USA Inc                                                    |
| Avatar Prop & Cas Ins Co                                               |
| Ave 365 Lender Servs LLC                                               |
| Aventus Ins Co                                                         |
| Axiom Product Administration Inc                                       |
| BCBS Of MI Grp                                                         |
| BCBS Of SC Grp                                                         |
| BCS Ins Grp                                                            |
| BMW of N Amer                                                          |
| BMW of N Amer LLC                                                      |
| BNT Title Co Of CA                                                     |
| BP Funding Inc                                                         |
| BSC of NV Corp                                                         |
| Baldwin Mut Ins Co Inc                                                 |
| Baltimore Equitable Society                                            |
| Bankers Ins Grp                                                        |
| Bankers Warranty Grp Inc                                               |
| Bar Plan Grp                                                           |
| Barnstable Grp                                                         |
| Barrett Business Serv Grp                                              |
| Barrington Capital Grp                                                 |
| Barton Mut Ins Co                                                      |
| Beacon Mut Grp                                                         |
| Bear River Mut Ins Co                                                  |
| Beazley Grp                                                            |
| Benchmark Holdings Grp                                                 |
| Bent Oak Mut                                                           |
| Benton Mut Ins Assn                                                    |
| Berkshire Hathaway Grp                                                 |
| Best Buy Product Protection Inc                                        |
| Biglari Holdings Grp                                                   |
| Bird Island Hawk Creek Mut Ins Co                                      |
| Black Diamond Administrative Co                                        |
| Black Hawk Mut Ins Assn                                                |
| Blueshield Corp                                                        |
| Bold Legal Defense Ins Inc                                             |
| Bold Legal Services of GA LLC                                          |
| Bondsman Ins Co                                                        |
| Boone Farmers Mut Ins Assn                                             |
| Branch Insurance                                                       |
| Bremen Farmers Mut Ins Co                                              |
| Bremer Mut Ins Assn                                                    |
| Brethren Mut Ins Co                                                    |
| Brickell Financial Services Motor Club Inc                             |
| BrightShore Ins Co                                                     |
| Brightstar Device Protection LLC                                       |
| Brookfield Wealth Solutions Grp                                        |
| Brotherhood Mutual                                                     |
| Buckeye Dealership Consulting LLC                                      |
| Buckeye Ins Grp                                                        |
| Build Amer Mut Assur Co                                                |
| Builder Recip Ins Exch                                                 |
| Builders Grp                                                           |
| Builders Ins Grp                                                       |
| Business Alliance Ins Co                                               |
| Butler Cnty Mut Ins Assn                                               |
| C.A.R.S. Protection Plus Inc                                           |
| CAPE Analytics                                                         |
| CARCO                                                                  |
| CD Protection II                                                       |
| CD Protection Inc                                                      |
| CFM Ins Grp                                                            |
| CGA SC Provider Servs, Inc                                             |
| CGB Ins Co                                                             |
| CNA Ins Grp                                                            |
| CPP Ins Co                                                             |
| CRAST Inc                                                              |
| CSAA Ins Grp                                                           |
| CT Auto Club Inc                                                       |
| CT Interlocal Risk Mgmt Agency                                         |
| CT Portfolio LLC                                                       |
| CVS Grp                                                                |
| Cable Ins Co                                                           |
| Cabrillo Holding Grp                                                   |
| Cal-Sierra Title Co                                                    |
| Cal-Tex Protective Coatings Inc                                        |
| CalAtlantic Title Inc                                                  |
| California Cas Mgmt Grp                                                |
| California Earthquake Authority                                        |
| California FAIR Plan Assn                                              |
| California Land Title Assn                                             |
| California Members Title Ins Co                                        |
| California Mut Ins Co                                                  |
| Cambridge Mobile Telematics Inc                                        |
| Cameron Mut Ins Co                                                     |
| Camico Mut Ins Co                                                      |
| Canal Grp                                                              |
| Capacity Ins Co                                                        |
| Capital Administrative Professionals LLC                               |
| Capital Auto Protection Services LLC                                   |
| Capital City Business Ins Co                                           |
| Capital Processing Systems Inc                                         |
| Capitol Preferred Ins Co                                               |
| Capson Physicians Ins Co                                               |
| Captive AG LLC                                                         |
| Car Care N Amer Inc                                                    |
| CarDoc Protection Inc                                                  |
| Care W Ins Co                                                          |
| Carolina Mut Ins Inc                                                   |
| Carvana LLC                                                            |
| CastlePoint Natl Ins Co                                                |
| Casualty Underwriters Ins Co                                           |
| Caterpillar Grp                                                        |
| Catic Fin Grp                                                          |
| Cedar Ins Co                                                           |
| Celina                                                                 |
| Centennial Cas Co                                                      |
| Center Mut Ins Co                                                      |
| Central Administrative Serv Corp Inc                                   |
| Central Lakes Mut Ins Co                                               |
| Central Mut Ins Co Grp                                                 |
| Central States Grp                                                     |
| Century Cas Co                                                         |
| Century Warranty Servs Inc                                             |
| Chandler Ins Grp                                                       |
| Charter Ins Grp                                                        |
| Chartis Warranty Servs Inc                                             |
| Chartis WarrantyGuard Inc                                              |
| Chicago Title Co                                                       |
| Chickasaw Mut Ins Assn                                                 |
| Choice Auto Protection LLC                                             |
| Choice Home Warranty                                                   |
| Chrysler Grp Serv Contracts LLC                                        |
| Chubb Ltd Grp                                                          |
| Chubb Penn Millers Ins Co                                              |
| Church Mut Grp                                                         |
| Cilajet LLC                                                            |
| Cimarron Ins Co Inc                                                    |
| Cincinnati Fin Grp                                                     |
| Citadel Partners Grp                                                   |
| Citation Finance Co Inc                                                |
| Citizens Prop Ins Corp                                                 |
| Citizens United Recip Exch                                             |
| Civil Service Employees Ins Co                                         |
| Claim Pros Public Adjusting LLC                                        |
| Classic Administration Systems LLC                                     |
| Clay Mut Ins Assn                                                      |
| Clear Blue Financial Grp                                               |
| Clear Warranty LLC                                                     |
| Clearcover Grp                                                         |
| Clearmark Title Co                                                     |
| Cloister Mut & Windsor Mount Joy Grp                                   |
| Co Operative Ins Cos                                                   |
| Coach Net RV Motor Club Inc                                            |
| Coaction Global Inc Grp                                                |
| Coalition Inc Grp                                                      |
| Coastal Claims Services                                                |
| Cochise Tire & Automotive LLC                                          |
| Colonial Surety Co                                                     |
| Columbia Federal Ins Co                                                |
| Columbia Ins Grp                                                       |
| Commerce Protective Ins Co                                             |
| Commonwealth Automobile Reinsurers                                     |
| Commonwealth Cas Co                                                    |
| Community Blood Centers' Exch RRG                                      |
| CompSource Mut Ins Co                                                  |
| Companion Comm Ins Co                                                  |
| Companion Prop & Cas Co                                                |
| Compass Ins Co                                                         |
| Compensation Advisory Org of MI                                        |
| Concert Grp Holdings Inc Grp                                           |
| Connected Analytics Servs LLC                                          |
| Connecticut Automotive Protections Servs Inc                           |
| Construct Title Co LLC                                                 |
| Consumers Cnty Mut Ins Co                                              |
| Continental Car Club                                                   |
| Continental Heritage Ins Co                                            |
| Continental Service Plan Inc                                           |
| Continental Service Provider Inc                                       |
| Continental Warranty Inc                                               |
| Conventus Inter Ins Exch                                               |
| Copic Grp                                                              |
| Copper Title LLC                                                       |
| Copperpoint Grp                                                        |
| Core Specialty Ins Holdings Grp                                        |
| Core Title Grp LLC                                                     |
| Corgi Ins Co Inc                                                       |
| CornerStone Title Co                                                   |
| CornerStone United Inc                                                 |
| Corporate Settlement Solutions LLC                                     |
| Cosmopolitan Title Agency LLC                                          |
| Cotton States Mut Ins Co                                               |
| Country Ins & Fin Serv Grp                                             |
| Countrywide Ins Co                                                     |
| Coverys Grp                                                            |
| Coverys Ins                                                            |
| Covius Settlement Servs LLC                                            |
| Covius Title Co                                                        |
| Creative TC LLC                                                        |
| Cross Country Motor Club Inc                                           |
| Crown Title Corp                                                       |
| Crusader Ins Co                                                        |
| Crystal Fusion Technologies Inc                                        |
| Cube Content Governance Inc Dba Oden                                   |
| Cumberland Grp                                                         |
| Curative Inc Grp                                                       |
| Curi Holdings Grp                                                      |
| Custegra Servs Inc                                                     |
| Cypress Ascendant Servs LLC                                            |
| Cypress Ascendant Title Agency LLC                                     |
| Cypress Grp Holdings Inc Grp                                           |
| Cypress Title Co                                                       |
| D & P Holdings Inc                                                     |
| DAB Homeowners P.F. LLC                                                |
| DB Ins Grp                                                             |
| DB Title LLC                                                           |
| DCRB                                                                   |
| DHI Title Ins Co                                                       |
| DKP Administration Inc                                                 |
| DMC Mut Ins Assn                                                       |
| DMS TC LLC                                                             |
| DOWC Provider Servs LLC                                                |
| DTT Title LLC                                                          |
| Dai-Ichi Life Holdings Inc Grp                                         |
| Daily Underwriters Of Amer                                             |
| Dallas Mut Ins Assn                                                    |
| Dayton Breakwater Inc                                                  |
| Dealer General Warranty Inc                                            |
| Dealer Loyalty Protection Inc                                          |
| Dealer Owned Warranty Co                                               |
| Dealeradmin Io Llc                                                     |
| Dealers Alliance Corp                                                  |
| Delaware Grange Mut Ins Co                                             |
| Delaware Title Ins Rating Bureau                                       |
| Dent Defense Grp Inc                                                   |
| Dent Wizard Warranty Co LLC                                            |
| Dent Zone Cos Inc                                                      |
| Dentists Benefits Ins Co                                               |
| Dentists Ins Co                                                        |
| Department of Agriculture                                              |
| Detroit Title Works LLC                                                |
| Diamond Home Protection LLC                                            |
| Diamond Ins Co                                                         |
| Diamond Warranty Corp                                                  |
| Dickenson Cnty Mut Ins Assn                                            |
| Dimension Serv Corp                                                    |
| Discount Tire Certificate LLC                                          |
| District of Columbia Prop Ins Facility                                 |
| Districts Mut Ins & Risk Mgmt Services                                 |
| Diversified Ins Facilities                                             |
| Divine Title LLC                                                       |
| Divvy Title Agency LLC                                                 |
| Doctors Co Grp                                                         |
| Doma Ins Agency Inc                                                    |
| Doma Title Ins Inc                                                     |
| Domestic & Gen USA Services LLC                                        |
| Donegal Grp                                                            |
| Drive Smart Auto Care                                                  |
| DriveSmart Administration Inc                                          |
| DriveSmart Auto Care Inc                                               |
| DriveTime Car Sales Co LLC                                             |
| Drivers Edge Ins Co                                                    |
| Driverz Edge Administrative Servs                                      |
| Dundee Mut Ins Co                                                      |
| Dynamic First Title LLC                                                |
| ECG Grp                                                                |
| ECM Ins Grp                                                            |
| EFG Agency Inc                                                         |
| EFG Home Servs LLC                                                     |
| EGV Cos Inc                                                            |
| EMC Ins Co Grp                                                         |
| EMC Natl Life Co                                                       |
| ETHOS Grp                                                              |
| Eagle Mut                                                              |
| East TN Mut Ins Co                                                     |
| Echelon Innovations LLC                                                |
| Eden Mut Ins Assn                                                      |
| El Dorado Title Servs LLC                                              |
| Elbert Cnty Abstract & Title Co                                        |
| Elephant Ins Co                                                        |
| Elevate Homescriptions AZ LLC                                          |
| Emerald Bay Grp                                                        |
| Employers Holdings Grp                                                 |
| Encova Mut Ins Grp                                                     |
| Enphase Serv Co LLC                                                    |
| Enstar Grp                                                             |
| Equifax Information Servs LLC                                          |
| Equity Adjusters LLC                                                   |
| Equity Title Associates III LLC                                        |
| Erie Ins Grp                                                           |
| Essent Grp                                                             |
| Ethio Amer Ins Co                                                      |
| Ethos Administrative Serv Inc                                          |
| Ethos Grp                                                              |
| Evercare Protection LLC                                                |
| Everest Reins Holdings Grp                                             |
| Excel Auto Care Inc                                                    |
| Express Systems Inc                                                    |
| Extend Warranty Services Corp                                          |
| Extended Protection Administration Inc                                 |
| Extended Vehicle Protection LLC                                        |
| FBP Holding Co Grp                                                     |
| FCA US LLC                                                             |
| FCBI Grp                                                               |
| FCCI Advantage Ins Co                                                  |
| FCCI Mut Ins Grp                                                       |
| FCP                                                                    |
| FFVA Grp                                                               |
| FM Grp                                                                 |
| FMNE Ins Co                                                            |
| FNC Title Servs LLC                                                    |
| Fair Tech Inc                                                          |
| Fairfax Fin Grp                                                        |
| Fairmont Farmers Mut Ins Co                                            |
| Falcon Ins Co                                                          |
| Family Home Mut Ins Co                                                 |
| Family Security Ins Co Inc                                             |
| Farm & Home Mut Ins Co                                                 |
| Farm Bureau Grp                                                        |
| Farmers Fire Ins Co                                                    |
| Farmers Ins Co Of Flemington                                           |
| Farmers Ins Grp                                                        |
| Farmers Mut Fire In Co Of Salem                                        |
| Farmers Mut Fire Ins Assn of Guthrie Cnty                              |
| Farmers Mut Fire Ins Co                                                |
| Farmers Mut Hail Ins Grp                                               |
| Farmers Mut Ins Assn of Roselle                                        |
| Farmers Mut Ins Co                                                     |
| Farmers Mut Ins Co Gentry                                              |
| Farmers Mutual Fire Ins Co Inc                                         |
| Farmers Union Mut Ins Co                                               |
| Federated Mut Grp                                                      |
| Federated Rural Electric Ins Exch                                      |
| Fednat Ins Co                                                          |
| Fidelity Fire & Cas Co                                                 |
| Fidelity Natl Fin Inc Grp                                              |
| Fidelity Security Grp                                                  |
| Fidelity Title Agency of AK LLC                                        |
| Fidelity Warranty Services Inc                                         |
| Financial Cas & Surety Inc                                             |
| Financial Gap Administrator LLC                                        |
| Finnicum Auto Protection                                               |
| First Acceptance Ins Grp                                               |
| First Administrative Servs Corp                                        |
| First Alliance Title LLC                                               |
| First Amer Title Grp                                                   |
| First American Home Warranty Corp                                      |
| First Automotive Serv Corp                                             |
| First Extended Serv Corp                                               |
| First Founders Assur Co                                                |
| First Guard Warranty Corp                                              |
| First Maxfield Mut Ins Assoc                                           |
| First Mile Ins Co                                                      |
| First Mile Services                                                    |
| First Mut Ins Co                                                       |
| First Natl Title Ins Co                                                |
| First Shield Consumer Serv Corp                                        |
| First Tower Grp                                                        |
| Florida Automobile Joint Underwriting Assn                             |
| Florida Ins & Reins Co                                                 |
| Florida Lawyers Mut Ins Co                                             |
| Florida Medical Malpractice Joint Underwriting Assn                    |
| Florida Peninsula Holdings Grp                                         |
| Florida Workers Compensation Joint Underwriting Assn                   |
| Floyd Cnty Mut Ins Assn                                                |
| Ford Motor Co                                                          |
| Ford Motor Service Co                                                  |
| Foresight Services Grp Inc                                             |
| Forest Green Farmers Mut Ins Co                                        |
| Forestry Mut Ins Co                                                    |
| Forge Ins Co                                                           |
| Fort Washington Holdings Grp                                           |
| Fortress Warranty Corp                                                 |
| Framers Title Co                                                       |
| Frank Winston Crum Ins Co                                              |
| Frankenmuth Grp                                                        |
| Franklin Mut Grp                                                       |
| Fredrickson Webb Attorneys Title LLC                                   |
| Freedom First Title LLC                                                |
| Freedom Title Corp                                                     |
| Freedom Warranty of Amer                                               |
| Freestone Ins Co                                                       |
| Freyja Holdings Grp                                                    |
| Friends Cove Mut Ins Co                                                |
| Front Range Title Professionals                                        |
| Frontier Mt Carroll Mut Ins Co                                         |
| Frontier Secured Title Co                                              |
| Frontline Ins Grp                                                      |
| Full Scope Public Adjusting & Claim Service                            |
| GADA WCSITF                                                            |
| GGC Grp                                                                |
| GM Protections LLC                                                     |
| GameStop Inc                                                           |
| Garber Guard Inc                                                       |
| Gateway Ins Co                                                         |
| Gearson Partners Holdings Grp                                          |
| Gee Heating & Air Inc                                                  |
| Gem State Ins Co                                                       |
| General Maintenance Guaranty Grp Inc                                   |
| General Motors Grp                                                     |
| Generali Grp                                                           |
| Generali Warranty Servs LLC                                            |
| Geneva Ins Co                                                          |
| Genworth Fin Grp                                                       |
| Genworth Residential Mortgage Assur Corp                               |
| George A Parmer Grp                                                    |
| Georgia Dealers Ins Co                                                 |
| Georgia Education WC Trust                                             |
| Georgia Farm Bureau                                                    |
| Georgia Hospital Assn Worker's Compensation Self-Ins Fund              |
| Georgia Housing Authorities Risk Retention Pool                        |
| Georgia Interlocal Risk Mgmt Agency                                    |
| Georgia Mut Ins Co                                                     |
| Georgia Operators Self Insurers Fund                                   |
| Georgia School Boards Assn Risk Mgmt Fund                              |
| Georgia School Boards Assn Workers Compensation Fund                   |
| Georgia Underwriting Assn                                              |
| Geovera Holdings Inc Grp                                               |
| German Mut Farmers Ins Co Of Bon                                       |
| German Mut Ins Assn                                                    |
| Germantown Mut Ins Co                                                  |
| GlassParency Products Inc                                              |
| Glidden Mut Ins Assn                                                   |
| Global Administrators LLC                                              |
| Global Aerospace Inc                                                   |
| Global Assn LLC                                                        |
| Global Auto Solutions Inc                                              |
| Global Hawk Prop & Cas Ins Co                                          |
| Global Ind Grp                                                         |
| Global Liberty Ins Co Of NY                                            |
| Global Medical Response Inc REACH Air Medical Services Guardian Flight |
| Global Title LLC                                                       |
| Go Ins Co                                                              |
| GoAuto Grp                                                             |
| GoPro Care Inc                                                         |
| Gold Key Warranty LLC                                                  |
| Gold Standard Automotive Network Inc                                   |
| Golden Bear Ins Co                                                     |
| Golden Dog Title & Trust                                               |
| Golden Premium Finance LLC                                             |
| Goodville Mut Grp                                                      |
| Gramercy Ins Co                                                        |
| Granada Fin Grp                                                        |
| Grange Mut Cas Grp                                                     |
| Grange Mut Fire Ins Co                                                 |
| Granwest Ins Grp                                                       |
| Gray Ins Grp                                                           |
| Grayson Carroll Wythe Mut Ins Co                                       |
| Great Plains Cas Inc                                                   |
| Greater NY Grp                                                         |
| Greenspan Adjusters Intl Inc DBA Adjusters Intl Pacific Northwest      |
| Grinnell Advisory Co                                                   |
| Grinnell Mut Grp                                                       |
| Group 1001 Ins Holdings Grp                                            |
| Grove Bay Premium Finance LLC                                          |
| Grundy Mut Ins Assn                                                    |
| Gs Administrators Inc                                                  |
| Guarantee Ins Co                                                       |
| Guaranteed Provider Servs Inc                                          |
| Guaranteed Title Grp LLC                                               |
| Guaranty Abstract Co                                                   |
| Guardia GAP Inc                                                        |
| Guardian Asset Mgmt                                                    |
| Guardian Mut Plus Inc                                                  |
| Guardian Title Agency LLC                                              |
| GuardianPointe Ins Co                                                  |
| Guardsman CPS LLC                                                      |
| Guardsman Industries LLC                                               |
| Guideone Ins Grp                                                       |
| Gulf States Grp                                                        |
| Gulfstream Prop & Cas Ins Co                                           |
| HCI Grp Inc                                                            |
| HCSC Grp                                                               |
| HSB Secure Servs Inc                                                   |
| Hale Partnership Grp                                                   |
| Hallmark Fin Serv Grp                                                  |
| Hannover Grp                                                           |
| Hanover Fire & Cas Ins Co                                              |
| Harbor Ins Co                                                          |
| Hardscuffle Grp                                                        |
| Harford Grp                                                            |
| Harmony Title LLC                                                      |
| Hartford Fire & Cas Grp                                                |
| Hastings                                                               |
| Hawaii Employers Grp                                                   |
| Hawaii Hurricane Relief Fund                                           |
| Hawaii Insurance Bureau Inc                                            |
| Hawaii Prop Ins Assn                                                   |
| Hawkeye Mut Ins Assn                                                   |
| Health Care Ind Inc                                                    |
| Healthcare Providers Ins Exch                                          |
| Healthcare Underwriters Grp                                            |
| Heart of Iowa Mut Ins Assn                                             |
| Heartland Mut Ins Assn                                                 |
| Hedlund Abstract Co Inc                                                |
| Helzberg Diamonds                                                      |
| Hera Title LLC                                                         |
| Heritage Cas Ins Co                                                    |
| Heritage Ins Holdings Grp                                              |
| Heritage Title Co                                                      |
| High Country Title LLC                                                 |
| Highmark Grp                                                           |
| Hightide Title Co Of CA                                                |
| Hillstar Ins Co                                                        |
| Hinsdale Title Co LLC                                                  |
| Hippo Warranty Solutions Inc                                           |
| Hiscox Ins Grp                                                         |
| HofTS LLC DBA Hyundai of The Shoals                                    |
| Home Buyers Resale Warranty Corp                                       |
| Home Security of Amer Inc                                              |
| Home Service Club Warranty Corp                                        |
| Home State Ins Grp                                                     |
| Home Value Ins Co                                                      |
| Home Warranty Administrator of AZ Inc                                  |
| Home Warranty of Amer Inc                                              |
| HomeGuard HomeWarranty Of Amer Inc                                     |
| HomeGuard HomeWarranty of AZ Inc                                       |
| HomeLight Title CO LLC                                                 |
| HomeSure of Amer Inc                                                   |
| Homestead Title and Escrow                                             |
| Homie Title Inc                                                        |
| Honor Capital Corp                                                     |
| Horace Mann Grp                                                        |
| Horizon Cas Co                                                         |
| Hospital Serv Grp                                                      |
| Hospitality Grp                                                        |
| Housing Authority Prop Grp                                             |
| Hudson Douglas Public Adjusters LLC                                    |
| Hugo Ins Exch                                                          |
| Humboldt Mut Ins Assn                                                  |
| Hyundai Marine & Fire Ins Co Ltd                                       |
| Hyundai Protection Plan Inc                                            |
| IAS Warranty Inc                                                       |
| IAT Reins Co Grp                                                       |
| ICM Ins Co                                                             |
| ICW Grp Assets Inc Grp                                                 |
| IFG Co Grp                                                             |
| IGS N Amer LLC                                                         |
| IMPAQT Title LLC                                                       |
| IMT Mut Holding Grp                                                    |
| ISMIE Grp                                                              |
| IWS Acquisition Corp                                                   |
| Idaho Counties Risk Mgmt Program                                       |
| Idaho Petroleum Clean Water Trust                                      |
| Idaho State Ins Fund                                                   |
| Idaho Surveying Rating Bureau Inc                                      |
| Idrivesure Ins Co Inc                                                  |
| Incline Ins Grp LLC Grp                                                |
| Indemnity Natl Ins Co                                                  |
| Independent Dealer Grp Inc.                                            |
| Independent Mut Fire Ins Co                                            |
| Indiana Automobile Insurance Plan                                      |
| Indiana Compensation Rating Bureau                                     |
| Indiana Farm Bureau Grp                                                |
| Indiana Farmers Mut Grp                                                |
| Industrial Alliance Grp                                                |
| Innovative Settlement Services LLC                                     |
| Inspire Closing Servs LLC                                              |
| Inspired Title Servs LLC                                               |
| Inspirien Ins Co                                                       |
| Insura Warranty Inc                                                    |
| Insurance Placement Facility Of PA                                     |
| Insurance Premium Servs LLC                                            |
| Intact Financial Grp                                                   |
| Integrated Title Agency LLC                                            |
| Integris Grp                                                           |
| Integrity Admin Grp Inc                                                |
| Integrity Warranty LLC                                                 |
| Interstate Administrative Services Inc                                 |
| Investors Title Grp                                                    |
| Iowa Fair Plan Assn                                                    |
| Iowa Farm Bureau Grp                                                   |
| Iowa River Mut Ins Assn                                                |
| Iron Claim                                                             |
| Iron Family Holdings Grp                                               |
| Iron Guard Solutions Inc                                               |
| Iron Owl Protection Inc                                                |
| Island Ins Co Grp                                                      |
| Jab Holding Co Grp                                                     |
| James River Grp                                                        |
| James Samuel Clark PA                                                  |
| Janus Automotive Administrators Inc                                    |
| Jet Ins Co                                                             |
| Jewelers Mut Grp                                                       |
| Jonathan Melvin Law Firm                                               |
| Jonathan Tanner                                                        |
| Jubilee Mgmt Co                                                        |
| Just Insure Inc                                                        |
| Kansas All Industry Placement Facility                                 |
| Kansas Medical Mut Grp                                                 |
| Kapstone Title LLC                                                     |
| Karma Rating Solutions Inc                                             |
| Kemper Corp Grp                                                        |
| Kensington Vanguard Natl Land Servs of CO LLC                          |
| Kentucky Farm Bureau Grp                                               |
| Kentucky Natl Ins Co                                                   |
| Key Ins Co                                                             |
| Kin Ins Inc Grp                                                        |
| Kingstone Grp                                                          |
| Kiowa County Abstract Co                                               |
| Knight Premium Funding LLC                                             |
| Knightbrook Ins Grp                                                    |
| Kodiak Ins Co                                                          |
| KofTS LLC DBA KIA of The Shoals                                        |
| LA Prairie Grove Mut Ins Co                                            |
| LAMMICO Grp                                                            |
| LCTA Cas Ins Co                                                        |
| LIO Holdings Co Grp                                                    |
| LKL Protection Co LLC                                                  |
| LM Title LLC                                                           |
| LRG Claims LLC                                                         |
| Land Title Guarantee Co                                                |
| Land Title Ins Corp                                                    |
| Landcar Agency Inc                                                     |
| Landcar Cas Co                                                         |
| Landmark Home Warranty                                                 |
| Lawyers Mut Liab Grp                                                   |
| Leatherstocking Coop Ins Co                                            |
| Legend Title Co Inc                                                    |
| Lemonade Inc Grp                                                       |
| Lendserv Natl Title Inc                                                |
| Lenovo (US) Inc                                                        |
| Lenox Mut Ins Assn                                                     |
| Liberty Home Guard LLC                                                 |
| Liberty Mut Grp                                                        |
| Liberty Title & Escrow Co LLC                                          |
| Lighthouse Title Ins Co                                                |
| Lilypad Ins Holdings Grp                                               |
| Linear Title Agency Ltd                                                |
| Lion Ins Co                                                            |
| Lititz Mut Grp                                                         |
| Lone Peak Ins Co                                                       |
| Lotus Title & Escrow LLC                                               |
| Louisiana Workers Compensation Grp                                     |
| Loya                                                                   |
| Luba Mut Grp                                                           |
| Lumbermen's Underwriting Alliance                                      |
| Lynx Title Grp LLC                                                     |
| MAPFRE Ins Grp                                                         |
| MBIA Grp                                                               |
| MBP Network Inc                                                        |
| MD Grp                                                                 |
| MFS Mut Ins Co                                                         |
| MGI Holdings Grp                                                       |
| MGIC Grp                                                               |
| MGT Grp                                                                |
| MHA Ins Co                                                             |
| MHHC Warranty & Servs Inc                                              |
| MI Auto Ins Placement Facility                                         |
| MIS Abstract Agency Of PA Inc                                          |
| MS & AD Ins Grp                                                        |
| MT Morris Mut Grp                                                      |
| MWCIA                                                                  |
| Machinery Shield LLC                                                   |
| Madison Mut Ins Company                                                |
| Mag Mut Ins Grp                                                        |
| Maine Employers Mut Ins Grp                                            |
| Maison Ins Co                                                          |
| Mangrove Property Ins Co                                               |
| Maple Valley Mut Ins Co                                                |
| Marathon Administrative Co Inc                                         |
| Markel Grp                                                             |
| Martin Analytical Rating Services LLC                                  |
| Maryland Automobile Ins Fund                                           |
| Maryland Cas Co                                                        |
| McDonald's Operators Risk Mgmt Assn Inc                                |
| McMillan Warner Mut Ins Co                                             |
| MedMal Direct Ins Co                                                   |
| MedPro Provider Solutions Inc                                          |
| Medical Ins Exch Of CA Grp                                             |
| Medical Ins Of MD Grp                                                  |
| Medical Malpractice Joint Underwriting Assn Of RI                      |
| Member Mut Ins Assn                                                    |
| Members Title Co Of CA                                                 |
| Menke Abstract Title & Co                                              |
| Mennonite Mut Grp                                                      |
| Mercado Building Consultants Inc                                       |
| Merchants Bonding Co Grp                                               |
| Merchants Mut Grp                                                      |
| Mercury Gen Grp                                                        |
| Meridian Citizens Mut Ins Co                                           |
| Meridian Land Title LLC                                                |
| Meridian Natl Title                                                    |
| Merit Administration LLC                                               |
| Metro Denver Title LLC                                                 |
| Metro Public Adjustment Inc                                            |
| Metropolitan Grp                                                       |
| Michigan Basic Property Ins Assn                                       |
| Michigan Farm Bureau Grp                                               |
| Mid State Farmers Mut Ins Co                                           |
| Mid-Huson Claverack Co-Op Grp                                          |
| Midrox Ins Co                                                          |
| Midwest Builders Cas Grp                                               |
| Midwest Family Grp                                                     |
| Midwest Financial Holdings Grp                                         |
| Midwest Public Risk of KS Inc                                          |
| Millennial Specialty Ins LLC                                           |
| Millennial Title LLC                                                   |
| Millers Capital Ins Co                                                 |
| Millers Classified Ins Co                                              |
| Millers First Ins Co                                                   |
| Milliman Appleseed LLC                                                 |
| Millville Mut Grp                                                      |
| Minnesota Lawyers Mut Grp                                              |
| Minnesota Mut Grp                                                      |
| Mirhashemi Inc DBA Paperland Motors                                    |
| Mission PLC LLC                                                        |
| Missouri Employers Mut Grp                                             |
| Missouri Farm Bureau Grp                                               |
| Missouri Valley Mut Ins Co                                             |
| Modern Service Ins Co                                                  |
| Momentous Title Of CO LLC                                              |
| Mon Do Title Co Inc                                                    |
| Montana State Fund                                                     |
| Mortgage Connect LP                                                    |
| Motor Club of Amer Ent Inc                                             |
| Mountain Land Title LLC                                                |
| Mountain States Title Corp                                             |
| Mountain W Ensemble LLC                                                |
| Mountain West Farm Grp                                                 |
| Mt. Carmel Mut Ins Assn                                                |
| Munich Re Grp                                                          |
| Mutual Alliance Holdings Grp                                           |
| Mutual Benefit Grp                                                     |
| Mutual Capital Grp Inc Grp                                             |
| Mutual of Enumclaw Grp                                                 |
| MutualAid Exchange                                                     |
| N\&D Union Mut Ins Grp                                                 |
| N.E.W. Customer Protection Co Inc                                      |
| NAWC 1 Inc DBA Natl Assur Warranty Co 1                                |
| NCMIC Grp                                                              |
| NCMIC Ins Co                                                           |
| NHRMA Mut Ins Co                                                       |
| NIC Premium Finance LLC                                                |
| NIU of FL Inc                                                          |
| NMI Holdings Grp                                                       |
| NWAN Inc                                                               |
| NYCM Ins Grp                                                           |
| Nation Motor Club Inc                                                  |
| National 1 Source Inc                                                  |
| National Administrative Serv Co LLC                                    |
| National Auto Care Investment Corp                                     |
| National Auto Protection Corp                                          |
| National Crop Ins Services Inc                                         |
| National Fire & Cas Co                                                 |
| National Fire & Ind Exch                                               |
| National Grp                                                           |
| National Home Repair Warranty Inc                                      |
| National Link LLC                                                      |
| National Link LP                                                       |
| National Security Grp                                                  |
| National Title Solutions Inc                                           |
| National Truck Protection Co                                           |
| National Unity Ins Co                                                  |
| Nations Direct Title Agency LLC                                        |
| Nations Ins Co                                                         |
| Nations Title Agency Inc                                               |
| Nationwide Corp Grp                                                    |
| Nationwide Vehicle Servs Inc                                           |
| Natl Fire Adjustment Co Inc                                            |
| Navy Federal Title of CA Inc                                           |
| New England Ind Co                                                     |
| New Global Administrators LLC                                          |
| New Home Title LLC                                                     |
| New Jersey Compensation Rating & Inspec Bureau                         |
| New Jersey Land Title Ins Rating Bureau                                |
| New Jersey Manufacturers Grp                                           |
| New Leaf Serv Contracts LLC                                            |
| New London Cnty Grp                                                    |
| New Vienna Mut Ins Assn                                                |
| Next Wave Premium Finance Inc                                          |
| Nez Perce Farmers Cnty Mut Fire Ins Co                                 |
| Nissan Extended Services N Amer G P                                    |
| NoCo Title                                                             |
| Noble Public Adjusting Grp LLC                                         |
| Nodak Mut Grp                                                          |
| Norman & Co Inc                                                        |
| Normandy Ins Co                                                        |
| North Amer Cas Co                                                      |
| North Amer Natl Title Solutions LLC                                    |
| North Amer Surety Co Inc                                               |
| North Amer Title Ins Co                                                |
| North Amer Warranty Inc                                                |
| North Carolina Farm Bureau Grp                                         |
| North Carolina Farm Bureau Insurance                                   |
| North Carolina Joint Underwriting Assn                                 |
| North Carolina Rate Bureau                                             |
| North East Ins Co                                                      |
| North Star Co Grp                                                      |
| Northeast CO Title Co LLC                                              |
| Northern Ins Co Of NY                                                  |
| Northern Investors Co Inc                                              |
| Northern Mut Ins Co                                                    |
| Northwest Dentists Ins Co                                              |
| NuWay Title & Escrow LLC                                               |
| OBS Holdings Grp                                                       |
| OHS AssetCo LLC                                                        |
| OK Auto Shield LLC                                                     |
| OX Car Care Inc                                                        |
| Oakland Financial Corp Grp                                             |
| Ocean Harbor Grp                                                       |
| Octave Specialty Grp Inc Grp                                           |
| Octo Analytics LLC                                                     |
| Ohio Bar Liab Ins Co                                                   |
| Ohio Mutual                                                            |
| Ohio Title Ins Rating Bureau                                           |
| Oklahoma Farm Bureau Grp                                               |
| Old Republic Grp                                                       |
| Old Republic Home Protection Co Inc                                    |
| Old Republic Insured Automotive Services Inc                           |
| Olympus Ins Co                                                         |
| Omaha Natl Grp                                                         |
| Omnidian Inc                                                           |
| On The Money Analytics LLC                                             |
| Oncourse Home Solutions LLC                                            |
| One Real Title of CO LLC                                               |
| OneBeacon Amer Ins Co                                                  |
| Onemain Holdings Inc Grp                                               |
| Optivus Claim Solutions LLC                                            |
| Orange Auto Ins Co                                                     |
| Oregon Mut Grp                                                         |
| Orias Warranty Services                                                |
| Orion Serv Corp                                                        |
| Orion180 Grp                                                           |
| Orpheus Grp                                                            |
| Owner Servs Inc                                                        |
| OwnerGUARD Corp                                                        |
| PAP Alpha Inc                                                          |
| PCRB                                                                   |
| PDS Warranty Co Inc                                                    |
| PRI Grp                                                                |
| PTS Fin Servs Inc                                                      |
| PWC Warranty Servs Inc                                                 |
| Pacific Prop & Cas Co                                                  |
| Pacificsource Hlth Plan Grp                                            |
| Palisades Grp                                                          |
| Palmer Administrative Servs Inc                                        |
| Palomar Holdings Grp                                                   |
| Paramount First Title                                                  |
| Paramount Ins Co                                                       |
| Paramount Title Agency LLC                                             |
| Partner's First Title LLC                                              |
| PartnerRe Grp                                                          |
| Patriot Select Prop & Cas Ins Co                                       |
| Pavonia Ins Co of Delaware                                             |
| Pekin Ins Grp                                                          |
| Pemco Mut Ins Co                                                       |
| Pennsylvania Lumbermens Mut Ins Co                                     |
| Pennsylvania Natl Ins Grp                                              |
| Peoples Trust Ins Co                                                   |
| Performance Solutions Warranty Corp II                                 |
| Perla Finance LLC                                                      |
| PermaPlate Co LLC                                                      |
| Pessada Holdings LLC                                                   |
| Petroleum Cas Co                                                       |
| Petroleum Marketers Mgmt Ins Co                                        |
| Pharmacists Mut Grp                                                    |
| Philadelphia Contributionship Grp                                      |
| Phoenix American Warranty Co Inc                                       |
| Physicians Ins A Mut Grp                                               |
| Physicians Liab Ins Co                                                 |
| Physicians Mut Grp                                                     |
| Pie Grp Holdings Inc Grp                                               |
| Pinnacle Motor Club Inc                                                |
| Pinnacol Assur                                                         |
| Pioneer State Mut Ins Co                                               |
| Placer Title Co                                                        |
| Plateau Grp                                                            |
| Platinum Home Protection LLC                                           |
| Plymouth Rock Ins Grp                                                  |
| Podiatric Med Assur Of Amer Inc                                        |
| Polaris Sales Inc                                                      |
| Porch Grp                                                              |
| Portfolio Servs Ltd Inc                                                |
| Positive Physicians Ins Co                                             |
| Power Protect Extended Servs Inc                                       |
| PracticeProtection Grp                                                 |
| Prairieland Ins Co                                                     |
| Praxis Recip Exchange                                                  |
| Pre Paid Legal Cas Inc                                                 |
| Precision Protection Inc                                               |
| Preferred Mut Ins Co                                                   |
| Preferred Title of CO                                                  |
| Preferred Warranties Inc                                               |
| Premier Claims LLC                                                     |
| Premier Dealer Services Inc                                            |
| Premier Diminished Value Specialists                                   |
| Premier Warranty Corp                                                  |
| Premium Advisor LLC                                                    |
| Premium Partner LLC                                                    |
| Premium Title Agency Inc                                               |
| Premium Title Ins Agency UT Inc                                        |
| Premium Title Servs Inc                                                |
| Preserver Ins Co                                                       |
| Prestige Title & Escrow LLC                                            |
| Preston Mut Ins Assn                                                   |
| Presurance Holdings Grp                                                |
| Pride National Ins Co                                                  |
| Prime Holdings Ins Grp                                                 |
| Prime Reserve Plus                                                     |
| Prime X Settlement Servs LLC                                           |
| Principal Title Grand Cnty LLC                                         |
| Principal Title Pueblo Fremont LLC                                     |
| Priority Title & Escrow LLC                                            |
| ProAssurance Corp Grp                                                  |
| Proassurance Cas Co                                                    |
| Producers Natl Corp Grp                                                |
| Producers Protective Assn                                              |
| Progressive Grp                                                        |
| Property & Marine Ins Commission LLP                                   |
| Protective Administrative Services Inc                                 |
| Providence Mut Fire Ins Co                                             |
| Public Serv Ins Co                                                     |
| Pulsar Title Ins Co Inc                                                |
| QBE Administration Services Inc                                        |
| QBE Ins Grp                                                            |
| Qualitas Ins Co                                                        |
| Quality Claims Mgmt Corp                                               |
| Quality Title Solutions                                                |
| Quest Towing Servs LLC                                                 |
| QuickSilva Title & Escrow LLC                                          |
| Quincy Mut Grp                                                         |
| RED Auto Administration Inc                                            |
| RGB Inc                                                                |
| RLI Ins Grp                                                            |
| RNA Protection Servs LLC                                               |
| RS Commonwealth Title LLC                                              |
| RTC Financial Grp                                                      |
| RWS Home Serv Contracts                                                |
| Radian Grp                                                             |
| Radian Mortgage Guaranty Inc                                           |
| Ram Mut Ins Co                                                         |
| Ras Dakota Grp                                                         |
| Raven Title Servs LLC                                                  |
| Readlyn Mut Ins Assn                                                   |
| Real Advantage Title Ins Co                                            |
| Real Estate Settlements & Escrow LLC                                   |
| Red Mountain Technologies                                              |
| Red Rock Ins Co                                                        |
| Regis Ins Co                                                           |
| ReliaMax Surety Co                                                     |
| Reliable Warranty Inc                                                  |
| Research Title Co LLC                                                  |
| Residential Warranty Home Protection LLC                               |
| Resort Title Co                                                        |
| Responsive Auto Ins Co                                                 |
| RetailFirst Grp                                                        |
| Retailers Cas Ins Co                                                   |
| Reticulated Administrative Services Inc                                |
| Rev Dealer Resources LLC                                               |
| Revolutionary Holding Co Grp                                           |
| Rhode Island Joint Reinsurance Association                             |
| River Valley Mut Ins Co                                                |
| Riverbend Commercial Title Servs LP                                    |
| Riverside Buick GMC                                                    |
| Riverside Chevrolet Cadillac                                           |
| Riverside Nissan of Rome                                               |
| Riverside Toyota                                                       |
| Riverstone Intl Grp                                                    |
| Roadway Advantage Motor Club Inc                                       |
| Robison Inc                                                            |
| Roche Surety & Cas Co Inc                                              |
| Rocket Close LLC                                                       |
| Rocket Title Ins Co                                                    |
| Rockford Mut Ins Co                                                    |
| Rockingham Grp                                                         |
| Rocky Mountain Title LLC                                               |
| Root Inc Grp                                                           |
| Rothschild Intl Grp                                                    |
| Royal Abstract Natl LLC                                                |
| Royal Administration Servs Inc                                         |
| Rubin & Rosen Adjusters                                                |
| Rural Mut Grp                                                          |
| RyeNo Public Adjusting LLC                                             |
| S\&S Closings & Escrow Inc                                             |
| SCOR Grp                                                               |
| SFM Grp                                                                |
| SH1 Holdings Grp                                                       |
| SU Ins Co                                                              |
| SUNZ Ins Co                                                            |
| SWBC Grp                                                               |
| Safe Driver Motor Club Inc                                             |
| SafeRide Motor Club Inc                                                |
| Safepoint Holdings Inc Grp                                             |
| Safety Grp                                                             |
| Safeware The Ins Agency Inc                                            |
| Safeway Ins Grp                                                        |
| Samsung Fire & Marine Ins Co Ltd                                       |
| Santa Fe Auto Ins Co                                                   |
| Scioto Administrators Corp                                             |
| SeaBright Ins Co                                                       |
| Secura Ins Grp                                                         |
| Secure Provider Servs Inc                                              |
| Security Cooperative Ins Co                                            |
| Security First Ins Co                                                  |
| Security First Warranty Corp                                           |
| Security Grp                                                           |
| Security Mut Ins Assn                                                  |
| Security Serv Title Co LLC                                             |
| Security Title Guarantee Corp Baltimore                                |
| Sedgwick Cnty Title Co                                                 |
| SelecTitle                                                             |
| Select Home Warranty LLC                                               |
| Selective Ins Grp                                                      |
| Selene Title LLC                                                       |
| Sentinel Serv Corp                                                     |
| Sentry Ins Grp                                                         |
| Service Contract Specialists Inc                                       |
| Service Ins Holdings Grp                                               |
| Service Saver Inc                                                      |
| ServiceLink Title Agency Inc                                           |
| Servicecontract.com Inc                                                |
| Servify Protech                                                        |
| Shelter Ins Grp                                                        |
| Sherrill Mut Fire Ins Assn                                             |
| Sherwood Mgmt Co Inc                                                   |
| Sidecars Inc                                                           |
| Signet Serv Plans Inc                                                  |
| SilverRock Automotive Inc                                              |
| Silverado Mechanical LLC                                               |
| SiriusPoint Grp                                                        |
| Skyward Specialty Ins Grp Inc Grp                                      |
| Slide Ins Holdings Grp                                                 |
| Smart Home Servs LLC                                                   |
| SoCal Title Co                                                         |
| Solidifi Title Co Of CA                                                |
| Sompo Grp                                                              |
| Sonsio Intl Inc                                                        |
| Sonsio Warranty Co LLC                                                 |
| SourcePoint Fulfillment Servs Inc                                      |
| Southeast Warranty Co                                                  |
| Southern Cas Ins Co                                                    |
| Southern Farm Bureau Cas Grp                                           |
| Southern Fidelity Grp                                                  |
| Southern Fidelity Ins Co Inc                                           |
| Southern Gen Agency Inc                                                |
| Southern Gen Ins Co                                                    |
| Southern Mut Church Ins Co                                             |
| Southern Oak Ins Co                                                    |
| Southern Trust Ins Co                                                  |
| Southern Vanguard Ins Co                                               |
| Southlake Financial Grp                                                |
| Southwest Land Title Ins Co                                            |
| Specialty Risk Of Amer                                                 |
| Springfield Ins Co                                                     |
| Spruce Title Co                                                        |
| St. Johns Ins Co Inc                                                   |
| Stand Ins Exchange                                                     |
| Standard Cas Co                                                        |
| Star Cas Ins Co                                                        |
| Starr Grp                                                              |
| Starr Protection Solutions LLC                                         |
| State Compensation Ins Fund                                            |
| State Farm Grp                                                         |
| State Volunteer Mut Ins Co                                             |
| States Title FTS Title Co                                              |
| States Title Ins Co                                                    |
| SteadPoint Ins Co                                                      |
| Steadily Ins Co                                                        |
| Sterling Cas Ins Co                                                    |
| Sterling Ins Grp                                                       |
| Stewart Title Grp                                                      |
| Stewart Title of CA Inc                                                |
| Stewart Title of Placer                                                |
| Strategic Dealership Solutions Inc                                     |
| Stratus Protection Grp Inc                                             |
| Subaru of Amer Servs Inc                                               |
| Sumitomo Life Ins Grp                                                  |
| Summit Claim Solutions                                                 |
| Sun Life Financial Inc Grp                                             |
| Sun Surety Ins Co                                                      |
| SunPath LTD                                                            |
| Sunnova Energy Corp                                                    |
| Super Home California Inc                                              |
| Sussex Ins Co                                                          |
| Sutton Natl Grp                                                        |
| Svea Mut Ins Assn                                                      |
| Swiss Re Grp                                                           |
| Synergy Comp Ins Co                                                    |
| Sypher Ins Exch                                                        |
| TD Friedkin Grp                                                        |
| TFP & TWI Grp                                                          |
| TMI Solutions LLC                                                      |
| TNEDICCA Inc                                                           |
| TRELORA Title Inc                                                      |
| TWG Home Warranty Servs Inc                                            |
| TWIMG Grp                                                              |
| Tauron Protection Services Inc                                         |
| Telenav Inc                                                            |
| Tennessee Farmers Grp                                                  |
| Tesla Inc Grp                                                          |
| Texas Farm Bureau Mut Grp                                              |
| Texas Hospital Ins Exch                                                |
| Texas Medical Liab Trust Grp                                           |
| Texas Mut Grp                                                          |
| The Employers' Fire Ins Co                                             |
| The Hanover Ins Grp                                                    |
| The Homeowners Recip Exch                                              |
| The Kit Carson Cnty Abstract Co                                        |
| The LDS Grp                                                            |
| The Luxury Autohaus                                                    |
| The Mutual Service Office Inc                                          |
| The National Adjusters Grp LLC                                         |
| The Northern Assur Co of Amer                                          |
| The Penn Warranty Corp                                                 |
| The Real Title Agency LLC                                              |
| The Surety & Fidelity Assn of Amer                                     |
| The Title Co of Delta Cnty LLC                                         |
| Thomas Natl Settlement Servs                                           |
| Time Ins Co                                                            |
| Timios Inc                                                             |
| Tiptree                                                                |
| Titan Title                                                            |
| Titan Warranty Administration Inc                                      |
| Title 38 Inc                                                           |
| Title Clearing & Escrow LLC                                            |
| Title Co of the Rockies                                                |
| Title Durango LLC                                                      |
| Title Forward                                                          |
| Title Ins Rating Bureau of PA                                          |
| Title One Agency Inc                                                   |
| Title Partners Of CO Inc                                               |
| Title Resources Guar Co                                                |
| Title Resources Inc                                                    |
| Title Source Inc                                                       |
| Title365 Co Inc                                                        |
| TitleEase LLC                                                          |
| TitleVest Agency LLC                                                   |
| TofS LLC DBA Toyota of Sylacauga                                       |
| Tokio Marine Holdings Inc Grp                                          |
| Topa Equities Ltd Grp                                                  |
| Torque Group LLC                                                       |
| Total Premium Finance LLC                                              |
| Total Warranty Services                                                |
| Tower Hill Ins Grp                                                     |
| Tower Ins Co of NY                                                     |
| Tower Natl Ins Co                                                      |
| Towers Watson Amer LLC                                                 |
| Town & Country Title Servs LLC                                         |
| Townsgate Closing Servs LLC                                            |
| Toyota Motor Ins Co                                                    |
| Traders Ins Co                                                         |
| Trans City Cas Ins Co                                                  |
| Trans City Serv Corp                                                   |
| TransCounty Title Co                                                   |
| Transcontinental Insurance Company                                     |
| Transform SR Protection LLC                                            |
| Transunion LLC                                                         |
| Travelers Grp                                                          |
| Trebuchet Ins Grp                                                      |
| Tri Pointe Assur Inc                                                   |
| Triangle Ins Co Inc                                                    |
| Trident Reciprocal Exchange                                            |
| Trilogy Concepts Corporation                                           |
| Triple Protection Auto Care                                            |
| Trisura Grp                                                            |
| Truly Title Inc                                                        |
| Trupanion Grp                                                          |
| TrustPoint Administrators LLC                                          |
| Trustage Grp                                                           |
| Trusted Resource Underwriters Exchange                                 |
| Trusted Resource Underwriters Grp                                      |
| Trusted Title & Closing LLC                                            |
| UHAUL Holding Grp                                                      |
| US Auto Mgmt LLC                                                       |
| US Family Assur Corp                                                   |
| US Ins Co Of Amer                                                      |
| US Law Shield Expense Ins Corp                                         |
| US Legal Serv Grp                                                      |
| US Legal Servs Of MS Inc                                               |
| US Lloyds Ins Co                                                       |
| USA NTC LLC                                                            |
| USA Natl Title Co Inc                                                  |
| USA Underwriters Ins Co                                                |
| USIB Premium Finance LLC                                               |
| USPlate Glass Ins Co                                                   |
| Unified Title Of N CO LLC                                              |
| Union Labor Grp                                                        |
| United Automobile Ins Co                                               |
| United Cas & Surety Ins Co                                             |
| United Fire & Cas Grp                                                  |
| United Heritage Mut Grp                                                |
| United Ins Co                                                          |
| United Lender Servs Corp                                               |
| United Serv Automobile Assn Grp (USAA)                                 |
| United Serv Contract Grp LLC                                           |
| United Service Protection Corporation                                  |
| United Settlement Servs LLC                                            |
| United States Warranty Corp                                            |
| UnitedHealth Grp                                                       |
| Universal Auto Protection Inc                                          |
| Universal Ins Holding Grp                                              |
| University Title Agency LLC                                            |
| UpEquity Title LLC                                                     |
| Upward Title & Escrow Co                                               |
| Upward Title I LLC                                                     |
| Usbergo Inc                                                            |
| Utah First Title Ins Agency LLC                                        |
| Utica First Ins Co                                                     |
| Utica Grp                                                              |
| VA Property Ins Assn                                                   |
| VCW Imports Warranty Co                                                |
| VCW Middle Georgia Toyota Warranty Co                                  |
| VCW Middle Georgia Warranty Co                                         |
| VCW South Georgia Imports Warranty Co                                  |
| VSC Operations LLC DBA N Amer Auto Care                                |
| Valley Mut Ins Assn                                                    |
| ValuAmerica                                                            |
| Vanguard Title                                                         |
| Vanquish Land Title LLC                                                |
| Vantage Grp                                                            |
| Vantage Point Title                                                    |
| Vasa Spring Garden Mut Ins Co                                          |
| Vault Holdings Grp                                                     |
| Vehicle Administrative Servs Ltd                                       |
| Vehicle Protection Inc                                                 |
| Velocity Risk Underwriters LLC                                         |
| Verisk                                                                 |
| Vermilion Settlement Servs LLC                                         |
| Vermont Mutual Grp                                                     |
| Veros Credit LLC                                                       |
| Vertex Premium Fin Inc                                                 |
| Verus Title Inc                                                        |
| Veterans Auto Warranty Inc                                             |
| View Homes Title LLC                                                   |
| Virginia Automobile Ins Plan                                           |
| Virginia Farm Bureau Grp                                               |
| Virginia Risk Sharing Assn                                             |
| Virtual Title LLC                                                      |
| Vision Ins Exch                                                        |
| Vista Markets LLC                                                      |
| Voxtur Settlement Servs LLC                                            |
| Voya Financial Grp                                                     |
| Vylla Title LLC                                                        |
| Vyrd Ins Co                                                            |
| WCF Ins Co Grp                                                         |
| WFG Lender Servs LLC                                                   |
| WL Dunn Grp                                                            |
| WR Berkley Corp Grp                                                    |
| WT Holdings Grp                                                        |
| Walsh Cnty Mut Ins Co                                                  |
| Warrantech Automotive Inc                                              |
| Warrantech Consumer Product Servs Inc                                  |
| Warranty Solutions Mgmt Corp                                           |
| Warranty Title Inc                                                     |
| Warrior Invictus Holding Co Grp                                        |
| Washington Cnty Title Co                                               |
| Washington Cnty Title Servs Inc                                        |
| Waterside Title Agency LP                                              |
| Wayne Mut Ins Co                                                       |
| Wea Prop & Cas Ins Co                                                  |
| Welborn Chrysler Dodge Jeep Ram Fiat of Cartersville                   |
| West Bend Ins Grp                                                      |
| West Coast Assur Co                                                    |
| West Coast Life Ins Co                                                 |
| Western Gen Dealer Servs Inc                                           |
| Western Gen Ins Co                                                     |
| Western Heritage Ins Co                                                |
| Western Mut Ins Grp                                                    |
| Western Natl Mut Grp                                                   |
| Western Reserve Grp                                                    |
| Western Resources Title Co                                             |
| Western Serv Contract Grp                                              |
| Western Service Contract Corp                                          |
| Western United Mut Ins Assn                                            |
| Westfield Grp                                                          |
| Westminster Title Agency Inc                                           |
| Westminster Title Co Inc                                               |
| Weston Ins Co                                                          |
| Weston Prop & Cas Ins Co                                               |
| Westwood Resource Grp Inc                                              |
| Willis Towers Watson Analytical Ins Servs Inc                          |
| Wimba Title Agency LLC                                                 |
| Windowrama Enterprises Inc                                             |
| WintaaI Holdings Grp                                                   |
| Wintaai Holdings Grp                                                   |
| Wisconsin Mut Ins Co                                                   |
| Wisconsin Re Grp                                                       |
| Wisconsin River Mut Ins Co                                             |
| Woodland Mut Ins Co                                                    |
| Woodstar Recip Exch                                                    |
| Work First Cas Co                                                      |
| Workers' Compensation Trust                                            |
| World Class Motors LLC                                                 |
| World Wide Land Transfer Inc                                           |
| Worth Ave Grp LLC                                                      |
| Wright Natl Flood Ins Co                                               |
| Wynn's Extended Care Inc                                               |
| XLNT Ins Co                                                            |
| Xeratex Grp LLC                                                        |
| Xperience Title LLC                                                    |
| Yamaha Motor Fin Corp USA                                              |
| Yosemite Title Co                                                      |
| Yuma Cnty Abstract Co                                                  |
| ZCSC LLC                                                               |
| Zale Delaware Inc                                                      |
| Zale Ind Co                                                            |
| Zeigler Guard Inc                                                      |
| Zesty.ai Property Risk Solutions LLC                                   |
| Zillow Closing Servs LLC                                               |
| Zodiac Title Servs                                                     |
| Zurich Ins Grp                                                         |
| eDriving LLC                                                           |
| eSecuritel Holdings LLC                                                |

**We collect data from the following Lines of Business**

* Air Ambulance Membership
* Aircraft
* Allied Lines (Flood, Time Element, Wind Only & Other)
* Annual Reports
* Auto Warranty
* Bailbonds
* Boiler & Machinery
* Burglary & Theft
* CMP
* Commercial Auto
* Commercial Auto Physical Damage Only
* Communication Equipment (Cellular Telephones)
* Company Reports / Reporting
* Credit
* Crop
* Dwelling Fire/Personal Liability
* Earthquake
* Farmowners Multi-Peril
* Fidelity
* Fidelity and Surety
* Fin Reg
* Financial Guaranty
* Fire and Allied Lines
* Fire, Allied, and Liability
* Flood
* Glass
* Home Warranty
* Homeowner/Auto Combinations
* Homeowners
* Homeowners Multi-Peril
* Industrial Extended Coverage
* Inland Marine
* Interline
* Livestock (Animal Mortality)
* Mechanical Breakdown
* Med Mal
* Medical Malpractice
* Misc Casualty (Incl. Identity Theft, Special Event)
* Mobile Home Multi-Peril
* Mobile Home Physical Damage Only
* Mortgage Guaranty
* Motor Vehicle Service Contracts
* Multi-Peril Crop (Crop Hail)
* Ocean Marine
* Other Liability
* Other Lines of Business
* Other Service Contracts
* Personal Auto
* Personal Farmowners
* Premium Finance
* Prepaid Legal
* Private Passenger Auto Physical Damage Only
* Product Liability
* Property
* Public Adjuster Contract
* Service Warranty (Extended Warranty)
* Statistical / Rating / Advisory Organizatio
* Surety
* Title
* Vehicle Protection Product Warranties
* Workers Compensation&#x20;


# Release Notes

Below is a list of Insuraviews releases along with corresponding release notes.

<table><thead><tr><th>Release Date</th><th width="203.84765625">Cycle</th><th>Release Notes</th></tr></thead><tbody><tr><td>8/18/26</td><td>33</td><td><a href="/pages/Zy8AEhppAw8wGC2vJvRI">Cycle 33</a></td></tr><tr><td>7/31/26</td><td>32</td><td><a href="/pages/RS2LH8qdj5l1cUdvQmDT">Cycle 32</a></td></tr><tr><td>7/17/26</td><td>31</td><td><a href="/pages/Dju76o4ZSG6e4Do8FPut">Cycle 31</a></td></tr><tr><td>7/7/26</td><td>30</td><td><a href="/pages/ULYUfagkbr7l7bjZtdbf">Cycle 30</a></td></tr><tr><td>6/22/26</td><td>29</td><td><a href="/pages/0nmQ6gDvaQhxfukgms3A">Cycle 29</a></td></tr><tr><td>6/5/26</td><td>28</td><td><a href="/pages/TJDnz0LVPFLE9CdkWJ4r">Cycle 28</a></td></tr><tr><td>5/22/26</td><td>27</td><td><a href="/pages/lKtzVGiEr3ODOC8XMkbQ">Cycle 27</a></td></tr><tr><td>5/8/26</td><td>26</td><td><a href="/pages/EODlqp8zt6diOc2Wu7Yk">Cycle 26</a></td></tr><tr><td>4/27/26</td><td>25</td><td><a href="/pages/tMkDTQYrvRvwYg4oI59Q">Cycle 25</a></td></tr><tr><td>4/13/26</td><td>24</td><td><a href="/pages/0QMqdIZx4wi3je2oUseJ">Cycle 24</a></td></tr><tr><td>3/30/26</td><td>23</td><td><a href="/pages/gcHopudOGssxWXfMMXor">Cycle 23</a></td></tr><tr><td>3/16/26</td><td>22</td><td><a href="/pages/LxEM59XMduxociXSs5zi">Cycle 22</a></td></tr><tr><td>3/2/26</td><td>21</td><td><a href="/pages/A4X1S0NuMFZ9bF5lzudb">Cycle 21</a></td></tr><tr><td>2/13/26</td><td>20</td><td><a href="/pages/p3ZBdhLFh3pHFOLxXI30">Cycle 20</a></td></tr><tr><td>2/2/26</td><td>19</td><td><a href="/pages/38CogfHzWP9FlfzToHzB">Cycle 19</a></td></tr><tr><td>1/19/26</td><td>18</td><td><a href="/pages/00LdImP8EKxyzAkIoHlA">Cycle 18</a></td></tr><tr><td>1/5/26</td><td>17</td><td><a href="/pages/QJnE6Qp0thwIkIWiOfDk">Cycle 17</a></td></tr><tr><td>12/22/25</td><td>16</td><td><a href="/pages/zm6sgNvMOsS8YSbCJ7Yu">Cycle 16</a></td></tr><tr><td>12/5/25</td><td>15</td><td><a href="/pages/n7gjFCFZZWTAHFJ0tmJx">Cycle 15</a></td></tr><tr><td>11/24/25</td><td>14</td><td><a href="/pages/dJ41DcSw4HLP21la55JY">Cycle 14</a></td></tr><tr><td>11/10/25</td><td>13</td><td><a href="/pages/yNHs2XO3pRfhpvThdb3q">Cycle 13</a></td></tr><tr><td>10/27/25</td><td>12</td><td><a href="/pages/k3SOCuBExB5DICWouFqT">Cycle 12</a></td></tr><tr><td>10/14/25</td><td>11</td><td><a href="/pages/tfUi75lYuAT9uSXzggCU">Cycle 11</a></td></tr><tr><td>9/29/25</td><td>10</td><td><a href="/pages/fPbb1Z2bWFpxQiBOxuQg">Cycle 10</a></td></tr><tr><td>9/15/25</td><td>9</td><td><a href="/pages/KOEnjbrk1cY5g2NADFIv">Cycle 9</a></td></tr><tr><td>9/2/25</td><td>8</td><td><a href="/pages/rajWMDa2jgv9xfzMA1jO">Cycle 8</a></td></tr><tr><td>8/18/25</td><td>7</td><td><a href="/pages/rkMUyhDie8UokZffMczJ">Cycle 7</a></td></tr><tr><td>8/8/25</td><td>6</td><td><a href="/pages/c9BK9BROkOWar6SsJyze">Cycle 6</a></td></tr><tr><td>7/21/25</td><td>5</td><td><a href="/pages/hkXmMZw73PpCPcIHhgkv">Cycle 5</a></td></tr><tr><td>7/7/25</td><td>4</td><td><a href="/pages/yKdbWDRPscaPJZZTQtaG">Cycle 4</a></td></tr><tr><td>6/22/25</td><td>3</td><td><a href="/pages/9HgVp8h2HAeobrrJt1bh">Cycle 3</a></td></tr><tr><td>6/8/25</td><td>2</td><td><a href="/pages/6hVswZl9XCKml7Wv2umW">Cycle 2</a></td></tr><tr><td>5/24/25</td><td>1</td><td><a href="/pages/UueJNxA6pAK28CQsqOgt">Cycle 1</a></td></tr></tbody></table>


# Cycle 33

### New Features

**Preference-Based Email Digests**

* Get automatic email digests (daily or weekly) summarizing new filings and status updates that match your saved preferences, with direct links to every filing.

<figure><img src="/files/ZyoWx84s50re5QV3Dekm" alt=""><figcaption><p>New Global Notifications section of the Preferences page</p></figcaption></figure>

<figure><img src="/files/b4QVkyPWSW9sCl6AL7D2" alt=""><figcaption><p>Example of the Weekly Digest email, showing total update count and how individual filings are linked</p></figcaption></figure>

**AI Assistant: Faster Large Tables**

* Tables returned by the AI Assistant and Query Builder now paginate instead of loading everything at once, so large result sets no longer slow down your browser.

<figure><img src="/files/CVMtwbGUZ6f3WjMNGhKz" alt=""><figcaption><p>Resulting table with Page count and control highlighted</p></figcaption></figure>

**Preferences: Separate Notifications from Workspace Filtering**

* A new toggle lets you receive preference-based notifications without forcing your saved preferences onto every page's filters.

<figure><img src="/files/bep1LxRMCQVQ850EGQYH" alt=""><figcaption><p>Highlighting the new toggle option to enable notifications without setting default filters, found on the Preferences page</p></figcaption></figure>

### Improvements

**Notifications: Refreshed Bookmark Alerts**

* The email you get when a bookmarked filing changes status has a cleaner new look, now visually consistent with the new preference digest emails.

<figure><img src="/files/FxSrTS37cGBIytSbfUZf" alt=""><figcaption><p>Updated look of the Filing Disposition Update email</p></figcaption></figure>

### Bug Fixes

* **INS-2182:** fixed an issue where the TOI column in the Filings Browser did not display the correct tool tip.


# Cycle 32

### New Features

**Filings Browser: Larger CSV Exports**

* You can now export up to 10,000 results directly from the Filings Browser.&#x20;
* A new export dialog lets you choose between just the current page or the full result set, with the option to cancel mid-export if needed.

<figure><img src="/files/GWLKmdoK5jWaJm2ObnQk" alt=""><figcaption></figcaption></figure>

### Improvements

**Filters: Scroll Indicator on Dropdowns**

* Filter dropdowns (Carrier, Company, State, LOB, and others) now always show a scrollbar when there are more results below, so it's clear there's more to scroll through.

<figure><img src="/files/xJ3zan3QbfMvzHfqLKtp" alt=""><figcaption></figcaption></figure>

**Filters: Smarter Carrier & Company Selection**

* Removing a company no longer deselects its parent carrier. Deselecting a carrier still clears all of its child companies at once.

<figure><img src="/files/Gi5DiZSy6rjzQxrB3ati" alt=""><figcaption></figcaption></figure>

**Multi-Carrier & Single Carrier View: Default to Filed/Approved**

* Both views now default the Disposition Status filter to "Filed or Approved" so the filter bar matches the data behind every chart.

<figure><img src="/files/DEdqxomy3GHCoOUIPpxs" alt=""><figcaption></figcaption></figure>

**Query Builder: Cleaner Column Headers**

* Long column names in the Query Builder results table now truncate cleanly instead of overlapping, with the full name available on hover.
* The "Show Tables" button is now present on the Natural Language tab to allow users easier access to table layouts

<figure><img src="/files/JfiznWDiADhDnMpc3gQT" alt=""><figcaption></figcaption></figure>

**Platform-Wide Font Refresh**

* The app's typography has been updated to a cleaner, more consistent type system across the entire platform.


# Cycle 31

### New Features

**AI Assistant: Full-Page Expansion**&#x20;

* Expand the AI Assistant into a full-page view for more room during longer conversations. Switch back to the compact side panel anytime.

<figure><img src="/files/0bCP71PFemrlQr3bmm9T" alt=""><figcaption><p>Short clip of expanding the AI Assistant view</p></figcaption></figure>

**AI Assistant: Refreshed Chat Experience**

* The input field now auto-grows as you type, and a new icon gives one-click access to conversation history. Recent chats also show how long until they auto-delete.

<figure><img src="/files/hBl4wJ0vWu46amFNyJ3V" alt=""><figcaption><p>New AI Assistant View showing the "More options", as well as the conversation history and new chat in the top right corner</p></figcaption></figure>

<figure><img src="/files/J6mYOMF6yJyzJOrFdmLI" alt=""><figcaption><p>The new Conversation History as a sidebar, with recent conversations and expiring time highlighted</p></figcaption></figure>

**Search Results: Sorting & Status Visibility**

* Sort filing search results by effective date, carrier, state, page count, and more. Disposition status now shows directly on each result card.

<figure><img src="/files/DwUcjHxgqKtMRwEv5FWa" alt=""><figcaption><p>Search results, with the new Sort By drop-down highlighted</p></figcaption></figure>

### Improvements

**Query Builder: Results Count Display**

* Query Builder now shows "Showing 1–100 of X Results" above your results table. A helper note appears if your query exceeds the 100,000-row export limit.

<figure><img src="/files/w0og3Fgc5RcROUk1VwEg" alt=""><figcaption><p>Query Builder results with the total resulting rows highlighted</p></figcaption></figure>

### Bug Fixes

* INS-1875: optimized results when searching an exact SERFF tracking number
* INS-1984: fixed conflicts when selecting a company that operates under 2 carrier umbrellas


# Cycle 30

### New Features

**Personalization: New Preferences Page**&#x20;

* A dedicated Preferences hub replaces the old Notification Settings page, letting you set your primary carrier, competitors to track, preferred states, and lines of business in one place. You can also set your theme and notification frequency here.

<figure><img src="/files/QAd9ZVpF16j41n7O8Trl" alt=""><figcaption><p>Preferences page part 1, showing Company Benchmarking, where users set carrier and company filter and search preferences</p></figcaption></figure>

* Once set, your preferences automatically apply as default filters the moment you log in — no more re-selecting your carrier and states 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.

<figure><img src="/files/7RrHR4TOMZBzGomwpVMo" alt=""><figcaption><p>Preferences page part 2, showing Regional &#x26; Product Focus</p></figcaption></figure>

<figure><img src="/files/Pii1CMAHbSmBUyhxUuM0" alt=""><figcaption><p>Preferences page part 3, showing the previous options from Notification settings</p></figcaption></figure>

### Improvements

**Brief Builder: Larger-Scale Market Reviews**

* You can now generate an Intelligence Brief covering up to 500 filings in a single request. A staged progress indicator keeps you informed as filings are ingested and market trends are synthesized, so you can run bigger reviews with confidence.

<figure><img src="/files/uIjhxzTJ8g1pSVBsB0k7" alt=""><figcaption><p>The Current Scope box from the Brief Builder showing the new 500 filing limit</p></figcaption></figure>

**AI Assistant: Easier Conversation Navigation**

* You can now click anywhere on a conversation card to reopen it, instead of only the small icon or arrow. A new hover state makes it clear which conversation you're about to select.

<figure><img src="/files/a03cmrY0TsbjMip9lo7E" alt=""><figcaption></figcaption></figure>

### **Bug Fixes**

* INS-1655: resolved an issue where the AI Assistant was limiting results to Loss Cost filings when searching for LCMs
* INS-1753: removed duplicate company names so available options are clear
* INS-1433: resolved an issue where the Query Builder was unable to pull information on filing attachments


# Cycle 29

### New Features

**Objection Management: Interactive Response Workspace**

* A dedicated workspace to streamline drafting responses to regulator objections.&#x20;

<figure><img src="/files/zpyks5pxcMLY81oyRsHf" alt=""><figcaption><p>Refreshed Object Response Page with new appearance</p></figcaption></figure>

* Review original text alongside AI drafts, refine sections via chat, and easily export your finalized response.
* Once an initial response is generated, users will now be shown the Objection Response Workspace, where users can work with our built in tools and the AI Assistant to adjust the response to fit the desires tone and content.

<figure><img src="/files/4tCyJTB7OlnTnKrenxzW" alt=""><figcaption><p>The new Regulator Objection Response Workspace, with the tone selectors highlighted</p></figcaption></figure>

* Select a tone with the 4 options highlighted above, or select one of the generated responses that matches the desired tone.&#x20;
* The AI Assistant can also suggest updates through the 'Suggested Changes' button below the tone selector. Selecting this lets a user enter a prompt like they would with the standard AI Assistant to direct how they want the response updated

**AI Assistant: Dynamic Filter Management**

* The AI Assistant can now interact with and adjust active filters on any page across the platform. Instead of making manual updates, simply ask the AI to modify your criteria to instantly refine your view through natural conversation.

<figure><img src="/files/3AYaZInY9IYhF3YEopCt" alt=""><figcaption><p>A clip showing the AI Assistant removing applied filters</p></figcaption></figure>

**Search: Attachment Indexing**

* Global search now indexes content within all filing attachments. A new "Attachments" results tab clearly attributes matches and provides direct deep-links to the source documents.

<figure><img src="/files/DjUMbqrm9yC9kyw0vIXP" alt=""><figcaption><p>Search results when on the "Attachments" tab, with the tab and the link to the resulting attachment highlighted</p></figcaption></figure>

### Improvements

**Query Builder: Expanded CSV Exports**

* We’ve significantly increased the CSV export limit from 1,000 to 100,000 rows. This allows you to seamlessly extract much larger datasets directly from the Query Builder for comprehensive offline analysis.


# Cycle 28

### New Features

**Continuing Past AI Assistant Conversations**

* When returning to an AI Assistant conversation, through the bookmarks or the conversation history, users can now continue those previous conversations

<figure><img src="/files/1SV3VTnvIC6NXQpBbLeB" alt=""><figcaption><p>Continuing a conversation from the conversation history</p></figcaption></figure>

<figure><img src="/files/GmG3QQHfLKTeixXQvbsf" alt=""><figcaption><p>Continuing a conversation from the bookmarks bar</p></figcaption></figure>

### Improvements

**AI Assistant Context Windows**

* When filtering filings in the Filing Browser, enabling the AI Assistant will set the context of the conversation to the set of filings identified by the applied filters
* The AI Assistant can also make changes to the applied filters when working in the Filing Browser Context

<figure><img src="/files/LNMKjKNuJz7rjZne54oO" alt=""><figcaption></figcaption></figure>

* When viewing a product's filing history, enabling the AI Assistant will set the context of the conversation to the filing history, instead of the filing used to access the filing history

<figure><img src="/files/cbokwTrI6ufXzsnAfEcT" alt=""><figcaption></figcaption></figure>

**Data Exports**

* Source References in CSV: We’ve updated the CSV export functionality to include source document references, ensuring complete data consistency with our existing PDF export options

<figure><img src="/files/gXdwk57ogPOMPMDa8XWo" alt=""><figcaption></figcaption></figure>

**UI Refinement**

* Product Name Display: We’ve optimized the presentation of product names across all filing views to provide a cleaner and more consistent visual layout.

### Bug Fixes

* INS-1504: fixed a bug where long product names would overlap with other information in a filing header
* INS-1551: fixed an issue where Natural Language Queries would get stuck when asked about days to approval


# Cycle 27

### New Features

**Context-Aware AI Assistant with Conversation History**

* The AI Assistant now displays a sticky context indicator showing which module or query you're working in

<figure><img src="/files/OEAqYy0ks6smvQQ1DNvg" alt=""><figcaption><p>AI Assistant with highlighted Search Result context</p></figcaption></figure>

<figure><img src="/files/35lc4eGTzSdMuLc12mZr" alt=""><figcaption><p>AI Assistant with General context highlighted</p></figcaption></figure>

* Past conversations are saved to a searchable side panel with AI-generated titles, timestamps, and status badges for bookmarked, shared, or archived chats

<figure><img src="/files/Pz5XUIJArJ8GYlqaJoGx" alt=""><figcaption><p>AI Assistant Conversation History</p></figcaption></figure>

**AI-Generated Visualizations**

* The AI Assistant can now generate dynamic bar, line, and pie charts directly in the chat interface when you ask for trends or comparisons (e.g., "Show me Allstate's rate changes in Florida over the last 3 years").&#x20;
* Charts can be exported as an image or CSV

<figure><img src="/files/BtpNJkaU2Kx6jfDl8XHb" alt=""><figcaption><p>Simple AI Assistant graph example</p></figcaption></figure>

Refreshed AI Assistant PDF Export

* The AI Assistant's PDF export has been redesigned, with an updated header, chat bubble, and styling, plus a footer that includes the export timestamp and page numbers

<figure><img src="/files/yLY1Gcb1yIboYnxqMFfV" alt=""><figcaption><p>Updated PDF look when exporting conversation </p></figcaption></figure>

Table of Contents in Filing PDFs

* Filing PDFs now include a Table of Contents in the left sidebar, making it easier to navigate directly to the section you need without scrolling through the full document

### Improvements

AI Assistant Improvements

* The AI Assistant is now resizable, and will remember the users preference when opening i the future
* The loading bar for prompts has been improved to provide more information on the AI Assistant's process

<figure><img src="/files/O0EwIjNWXNrWl8Dsyeoa" alt=""><figcaption></figcaption></figure>


# Cycle 26

### Improvements

Brief Builder Improvements:

* Keyword briefs can now be performed as a standalone brief, without the added context of the other lenses

<figure><img src="/files/lDG1A4zpGTxkAXmuyHB9" alt=""><figcaption></figcaption></figure>

* When editing the scope of a brief in the refreshed Intelligence Briefs, the header will now update the header with the updated scope

<figure><img src="/files/6024fhSUjGy85QNgASY6" alt=""><figcaption></figcaption></figure>

* If there is a circumstance where no additional filings are found when editing the scope, the user will now see a message rather than just the Generate button be unavailable

<figure><img src="/files/RaaPOzVFAESVI4PFWDeB" alt=""><figcaption><p>Short replay of the warning when no additional filings are available for the scope change</p></figcaption></figure>

### Bug Fixes

* INS-1362: selecting "clear filters" in the filing browser will now leave previous results until new filters are entered, rather than clearing results along with the filters
* INS-1344: adding filters to the DOI View will now adjust the list of available reviewer profiles to match the filters, rather than always listing all reviewers
* INS-1317: removing a sub-TOI filter will now no longer remove the TOI filter as well


# Cycle 25

### New Features

* Multi Mode Brief Builder: a redesigned workflow allows you to intentionally shape your AI-generated summaries for both Intelligence and Objection Briefs. Select different analytical lenses and keywords alongside our traditional filtering to better tune the results of your briefs.

<figure><img src="/files/jP4ScD46LN4KdTdjueb7" alt=""><figcaption><p>New Intelligence Brief with Analytical Lenses and additional scope information</p></figcaption></figure>

<figure><img src="/files/mldcypIgyQwi7KxrxwLY" alt=""><figcaption><p>New Intelligence Brief with Analytical Lenses and additional scope information</p></figcaption></figure>

* Expanded Filing Intelligence - Filing Types: We’ve expanded our data engine to ingest and normalize dozens of new filing types—including Advertising, Consent to Rate, and Model filings—ensuring your analysis is complete across all states.

<figure><img src="/files/QyLmqyZ9KBV3Brsk5g8Q" alt=""><figcaption></figcaption></figure>

### Improvements

* Modernized Carrier Metrics: We’ve replaced the traditional gauge with a sleek, card-based layout in the Single Carrier View. This streamlined design organizes your core KPIs into a uniform row, making top-line data instantly scannable.

<figure><img src="/files/rg5sGD2jCYaz6nOAtXNs" alt=""><figcaption><p>New Single Carrier card-based layout</p></figcaption></figure>

* Expanded Search Results View: Search results now include Submitted Date and additional key metadata. With these layout and formatting improvements, the search experience now matches the depth and clarity of the Filings Browser.

<figure><img src="/files/AJJVbYAxERbgnXnA4Ala" alt=""><figcaption><p>New Search result entry, with new information highlighted</p></figcaption></figure>

### Bug Fixes

* INS-1343: Line of Business 'Property' will now appear in the Line of Business filter
* INS-1295: Corrected an automatic capitalization error that affected abbreviations throughout the tool


# Cycle 24

### New Features

* Filing Detail View Refresh: the Filing Detail View has been refreshed, hoping to help provide clear and precise information about the filing and its contents. 4 new tabs now sit below the SERFF tracking number, and details on underwriting companes can be folded and unfolded to keep the page simple, while still providing information when needed.

<figure><img src="/files/atZVYWTqviBPey8qV9uo" alt=""><figcaption><p>Refreshed Filing Detail View</p></figcaption></figure>

* For filings that have multiple underwriting companies, each will appear in its own collapsible section in the Underwriting Company section

### Improvements

* Homepage AI Insights: our AI assistant is now front and center on the homepage rather than hiding near the bottom of the screen. With improvements to the assistant from our previous release, its the perfect time to check it out!

<figure><img src="/files/vrrO5jpXSp2ID5PGZl4h" alt=""><figcaption><p>New Insuraviews homepage</p></figcaption></figure>

* Query Builder: SERFF tracking numbers in natural langauge and SQL query results will now link to the filing itself

<figure><img src="/files/Nsz93WJAHqZ3mhEurNM8" alt=""><figcaption><p>Natural Language query with linked results highlighted</p></figcaption></figure>

### Bug Fixes

* INS-1268: fixed an issue where users could create multiple save filters with the same
* INS-1265: fixed an issue with some data visualization in the Single Carrier View


# Cycle 23

### New Features

* Type Of Insurance Option: Wherever filters are used in Insuraviews, users will now have the option to switch from using the Line of Business filter to using the Type of Insurance filter, so users can get as specific as they need when looking for filings.

<figure><img src="/files/vCKmHWVNVxu0FBJM9jya" alt=""><figcaption></figcaption></figure>

* Currently, the Type of Insurance options are:
  * 1.0 Property,
  * 4.0 Homeowners
  * 5.0 CMP Liability and Non-Liability
  * 5.2 CMP Liability Portion Only
  * 9.0 Inland Marine
  * 16.0 Workers Compensation
  * 17.0 Other Liability-Occ/Claims Made
  * 17.1 Other Liability-Occ Only
  * 19.0 Personal Auto
  * 20.0 Commercial Auto
* Weighted Average New Premium Graph: Multi-Carrier View now includes a graph showing the Weighted Average New Premium for the selected companies.

<figure><img src="/files/1PXfTMwmklTK10kWulVn" alt=""><figcaption></figcaption></figure>

* Click on Graphs: Ever wonder what the data that makes up the graphs in Insuraviews looks like? Now, you can click on certain graphs and you will be taken to the filings browser with the filters for the graph's data applied.
* Supported Graphs:
  * Rate Impact & Written Premium for the Program By State in the Single Carrier View
  * All graphs in the Multi-Carrier View, except for the Average Rate Impact bubble graph

<figure><img src="/files/IyLtYilRH7UpdFCOxFzV" alt=""><figcaption></figcaption></figure>

### Improvements

* Sub-TOI Filter Options: when selecting a Line of Business or Type of Insurance, the options for Sub-Type of Insurance will now only show the sub-types that are available with the selcted Line of Business, rather than all sub-types known in the system.

<figure><img src="/files/HSpNtqudfkwjKWAu3xrQ" alt=""><figcaption><p>When Commercial Auto is selected, only sub-types of Commercial auto are shown. Also states how many sub-types are available</p></figcaption></figure>

* Carrier/Company Connection: Similar to the Sub-Type Of Insurance change above, when selecting a Carrier when filtering, the Company filter will only show companies that operate under the selected carrier. Also, if a company is selected first, its carrier will automatically be selected.

<figure><img src="/files/GP0DzIfuCWmtC1WWsFH0" alt=""><figcaption><p>Short clip of selecting a company, and the carrier auto-filling</p></figcaption></figure>

### Bug Fixes

* INS-1182: Fixed an issue where the AI assistant was returning 'no results' when there were applicable results present


# Cycle 22

### New Features

* Notifications: users can now opt-in to receive email notifications when bookmarked filings change from a Pending status to Approved. See the 'Notification Settings' in the user settings list to enable notifications and decide how you want to receive these updates

<figure><img src="/files/xqCBavUMtQrn2SpPXcbg" alt=""><figcaption><p>Notification Settings page with the option to enable/disable email notifications, and to decide how frequently notifications should be sent</p></figcaption></figure>

<figure><img src="/files/hRuKOXvTnJ1eTV44W388" alt=""><figcaption><p>An example of a notification email</p></figcaption></figure>

* We have plans to expand the types of notifications users can receive in the future, so stay tuned as we continue to improve on this feature!

### Improvements

* AI Assistant - Filing Attachments: when analyzing a filing or groups of filings, the AI assistant now has access to the filing's associated attachments, allowing for users to ask for additional information that may not be included in the filing itself

<figure><img src="/files/FJ7Ts3pFyBnGdQwJMLn2" alt=""><figcaption><p>AI Assistant conversation about included attachments</p></figcaption></figure>

### Bug Fixes

* INS-1099 and INS-1100: added missing filings and corrected filings with missing attachments
* INS-1098: fixed a padding issue with the Brief Builder logos and header text


# Cycle 21

### New Features

* Dashboard Update Feed: instead of linking to external documentation, we now highlight important updates on the Insuraviews homepage

<figure><img src="/files/Fb25oohueb8yNyj0K9vO" alt=""><figcaption></figcaption></figure>

* Bookmark and Export AI Assistant Chats: conversations with the AI Assistant on the homepage or in the Brief Builder can now be added to the Bookmarks page, or exported to multiple formats (PDF, TXT or Markdown)

<figure><img src="/files/TW3IvXVBDczu7CuODMdX" alt=""><figcaption><p>Save and Export options in the AI Assistant panel</p></figcaption></figure>

* The bookmarks page has also been updated to allow for filtering between bookmark options, and to provide additional information about what is bookmarked

<figure><img src="/files/o16TBqwborrvx2sb6GgZ" alt=""><figcaption><p>Updated Bookmarks page with filtering, and additional information</p></figcaption></figure>

* Saved Query History: Users will now be able to see up to 50 previous queries in both Natural Language Queries and the SQL Editor. The history will specifically save the query for both cases, and does generate a helpful title for the history page

<figure><img src="/files/RitZH5JRyBPV4Im2gZVs" alt=""><figcaption><p>Query Builder page with History highlighted</p></figcaption></figure>

<figure><img src="/files/pPsIYL5keON970eLxcDm" alt=""><figcaption><p>Short list of Query history, with the most recent being the query included in the first screenshot</p></figcaption></figure>

### Improvements

* Brief Builder now prioritizes recent filings over written premium

<figure><img src="/files/WpqzltwkoRyTlTSRJT6Y" alt=""><figcaption></figcaption></figure>

* Date formatting has been updated across the tool to the form of 'Mar 2, 2026' for example. This includes the various date columns in the filing browser, effective dates listed in filings, and date filters. Users can still enter dates in the form of MM/DD/YYYY, which will be auto updated by the filter.

<figure><img src="/files/eebamByeki6JNlFmbfCU" alt=""><figcaption><p>Screenshot of the filings browser, showing the new date format</p></figcaption></figure>

### Bug Fixes

* INS-1097: Fixed a 'padding issue' in the brief builder so the title and tags are correctly spaced
* INS-884: Corrected duplicate underwriting companies in the Filing Detail view


# Cycle 20

### New Features

* Updated Feedback Form: when selecting "Share Feedback" from the bottom right, users will now be able to fill out a feedback form, rather than simply sending an email. The feedback form provides options for what the feedback is focusing on, and will provide us with detailed information on where you sent the form from in the event it is a bug report.

<div><figure><img src="/files/TMudBlwicHeTzDbAvL0n" alt=""><figcaption><p>Feedback Form with the feedback options</p></figcaption></figure> <figure><img src="/files/HvaQZ2sH0TAyvXQwkmXj" alt=""><figcaption></figcaption></figure></div>

### Improvements

* To match recent changes to the filing browser, exporting results from the filing browser now includes the Submitted Date in the first column

<figure><img src="/files/Yh5S2b6lrhGl1nSYuar3" alt=""><figcaption><p>Segment of filings exported from the Filing Browser</p></figcaption></figure>

* The '# Results' label found at the bottom of the Filings Browser will now return the total number of results, not just the results present on the current page

<figure><img src="/files/ZZSfApyxo4fkKMNGzxDh" alt=""><figcaption><p>Filings Browser with total results highlighted</p></figcaption></figure>

* Pressing Shift+Enter while using the AI Assistant will now create a new line

<figure><img src="/files/krEZmIuEikEB1dglKcE5" alt=""><figcaption><p>AI Assistant panel on the Insuraviews landing page</p></figcaption></figure>

* Withdrawn Filings will now not impact days to approval calculations

### Bug Fixes

* INS-1021: fixed an issue where the OR boolean search would break of terms were too open ended
* INS-1033: fixed an issue where boolean search would display incorrect counts of key word matches in the description, objections, or the rating factors


# Cycle 19

### New Features

* Single and Multi Carrier Views now include a Heat Map Legend for the "Rate Impact & Written Premium for the Program By State" section

<figure><img src="/files/xxstEcpLXOdaiUaLXW0X" alt=""><figcaption><p>Map View, with new legend highlighted in the top right</p></figcaption></figure>

* Users can now Bookmark filings, in order to refer back to important documents, or follow pending filings as they move through the review process. More exciting improvments to this feature is coming soon!

<div align="center" data-full-width="false"><figure><img src="/files/YC6xOiNbXbQMi55CaLHO" alt=""><figcaption><p>Bookmark Button next to a SERFF Tracking Number</p></figcaption></figure></div>

<figure><img src="/files/cMNubWtivWsDXF4kfcRG" alt=""><figcaption><p>Bookmarks Page, with a set of saved filings</p></figcaption></figure>

### Improvements

* Submitted Date is now a column header in the filings browser, allowing users to order results by submitted date

<figure><img src="/files/Mcn2AwUYgEN7AFYjnF5v" alt=""><figcaption></figcaption></figure>

* Query Builder now provides an array of suggestions for queries

<figure><img src="/files/7smkcTcY4l74SJV1IjmT" alt=""><figcaption><p>The grayed out text in the textbox will cycle between many options to show the possibilities of Natural Language Queries</p></figcaption></figure>

* Boolean Search now provides clearer options to reduce confusion that arose when entering the commands with Text

<figure><img src="/files/F1U3Qz5rvzLf7VDNpgO6" alt=""><figcaption></figcaption></figure>

### Bug Fixes

* INS-824: Fixed an error where the "filings found" after searches would display the incorrect count of filings.
* INS-650: Clearing all filters while in the DOI View will now clear the reviewer selected in the 'Average Days to Approval by Rate Impact' section
* INS-1009: Fixed an error where loading saved filters in the Brief Builder would not change the "Date Range" filter from effective date.


# Cycle 18

### Improvements

* Exporting to the Brief Builder from search results will now provide a brief on up to 200 available filings, rather than just 10 filings

<figure><img src="/files/K6jNNCpFBZRzgevO79iI" alt=""><figcaption></figcaption></figure>

* Weighted Rate Impact is now included in search results, and will be included in the CSV when exporting search results

<figure><img src="/files/yFrVzAuI46fTnBy90UIZ" alt=""><figcaption></figcaption></figure>

* Date filtering now supports Disposition Date, along with the original Submitted Date and Effective Date

<figure><img src="/files/KMOZNyFQb1ZnmLvJAnaL" alt=""><figcaption></figcaption></figure>

### &#x20;Bug Fixes

* INS-864: fixed an issue where Brief Builder could become unresponsive when trying to download the PDF version of the report
* Unified and formatted some product names that were accidentally kept separate
* Updated company names that were extracted with erroneous characters


# Cycle 17

### New Features

* The Objection Response report now allows users to filter by State as well as Line of Business, to help narrow the field of objections considered when generating a response

<figure><img src="/files/58IAZfZ6cNCFfUpXNNP7" alt=""><figcaption><p>Filters for Line of Business and State located at the bottom. Works with both upload or copy and paste options</p></figcaption></figure>

### Improvements

* You can now choose which date value is used for the date range filters: Disposition Date, Effective Date, or Submission Date

<figure><img src="/files/N1rUYo9tmgSbKFLjuNd8" alt=""><figcaption><p>Filters with 'Date Range' expanded to show date options</p></figcaption></figure>

* Intelligence Briefs now have the same filters as the Filing Browser and other reports, allowing for the use of saved filters.

<figure><img src="/files/j7aNJshBYQw7d2HBKyA7" alt=""><figcaption><p>New Brief Builder page with full filter options</p></figcaption></figure>

### Bug Fixes

* INS-775: Corrected an issue within Single Carrier view where the incorrect date filters were being used in some calculations


# Cycle 16

### New Features

* Multiple Reports now show their graph's values at the end of the bar, while also showing it when highlighted by the user

<figure><img src="/files/7I6geLdOCupIvqd0dIHO" alt=""><figcaption></figcaption></figure>

### Improvements

* Filing Browser now includes a tool tip with the date of the last data update, as well as a link to more information about our data refresh policy

<figure><img src="/files/d7AYF7E9D0ULRbXJt4tH" alt=""><figcaption></figcaption></figure>

* Filing View now shows the Days to Approval for the selected filing

<figure><img src="/files/aR49PHJaLgCRYTdrD4Ol" alt=""><figcaption></figcaption></figure>

* Objection Response: you can now upload objection letters rather then entering text manually

<figure><img src="/files/VHZbfx59HotTbe8Dm6wh" alt=""><figcaption></figcaption></figure>

* Clear Filters Button now included and marked clearly in all pages with filters

<figure><img src="/files/T5vekYgHbhSjF8AGFo0N" alt=""><figcaption></figcaption></figure>

### Bug Fixes

* INS-648: search bar in the top left now clears when changing between reports
* INS-759: using the AI assistant within Intelligence Briefs now correctly site the brief when the assistant uses it
* INS-744: Improved dark mode overlay for AI assistant panels


# Cycle 15

This release contains a large expansion to our AI assistant, as well as improvements to filters, as well as other improvements and bug fixes.

### New Features

* Boolean Search Options: you can now enable Boolean Search, which will allow users to add the boolean operators NOT in a search, allowing for more specific search outcomes.

<figure><img src="/files/wuGGmYkLZjuVPSx8NMSh" alt=""><figcaption><p>In this screenshot, using the 'NOT exclusion' removed ~3000 results that focus on wildfire exclusion, leaving the remaining results, like wildfire defense services</p></figcaption></figure>

### Improvements

* Suggested Search Terms: underneath the search bar on the recently updated homepage, a set of suggested terms will now appear

<figure><img src="/files/uGE0FPlxVCX06zkjklSy" alt=""><figcaption></figcaption></figure>

* Multi Carrier View Legend: multi carrier view now includes a legend to better explain the chart and its content

<figure><img src="/files/3bQF8ifTCSZHWtd35R1M" alt=""><figcaption></figcaption></figure>

* State View: Top 10 Carriers Chart now shows the average days to approval at the end of each bar, and the combined average of the Top 10 is shown in the top right

<figure><img src="/files/NI7c2p0mSxWLT3JgnmEY" alt=""><figcaption></figcaption></figure>

### Bug Fixes

* INS-694 and INS-661: Simplified Company Names in filter drop down and cleaned company list
* INS-678: State View Filters now correctly apply to resulting graphs


# Cycle 14

This release contains a large expansion to our AI assistant, as well as improvements to filters, as well as other improvements and bug fixes.

### New Features

The home page of Insuraviews has been overhauled to provide more information to the user. This includes recently uploaded filings, a DOI reviewers Top 10 list, an updates section that covers recent changes, as well as our classic search feature

<figure><img src="/files/FwVyleMXYfLpQyOpsLGg" alt=""><figcaption></figcaption></figure>

#### AI Insights&#x20;

The home page improvement is also the home of our fully available AI Assistant, where you can ask questions, get insights on specific filings, or create reports on searches with the Brief Builder

<figure><img src="/files/QCOB326lEDpcmI1OeAoA" alt=""><figcaption></figcaption></figure>

The AI Assistant will also be available when looking through search results and when inspecting a specific filing. This is where search results can be exported to the Brief Builder, and where the user can ask follow up questions to the assistant

<figure><img src="/files/ehM338S6H6FHYzWcj1tS" alt=""><figcaption><p>Showing the AI Assistant button on the Search page</p></figcaption></figure>

<figure><img src="/files/EM3Hp2PyEVluz3EJfedO" alt=""><figcaption><p>What the AI Assistant looks like when selected</p></figcaption></figure>

### Improvements

* The filters available on pages like single carrier, multi carrier and more are now consistent with the filters available when searching, allowing for filtering by sub\_toi, product name, and more that was only available through search

<figure><img src="/files/dl1LD88x1NXRKMpjfwbr" alt=""><figcaption></figcaption></figure>

### Bug Fixes

* INS-25: State field in the State View now clears when the Refresh/Clear button is pressed


# Cycle 13

This release contains major features including an AI Assistant in the Brief Builder, Enterprise SSO, and many other improvements, and bug fixes.

### New Features

**Brief Builder - AI Assistant**

An AI Assistant has been added to the Brief Builder to allow for expanded research on Intelligence Briefs.  This is the first of many places you'll find an AI Assistant integrated into the Insuraviews platform in the future.

<figure><img src="/files/CcVDnCFmCoe5haNAcU5M" alt=""><figcaption><p>AI Assistant in the Brief Builder</p></figcaption></figure>

**Enterprise Single Sign-On**

Insuraviews now features Enterprise Single Sign-On, allowing your users to sign into Insuraviews using their standard credentials issued by the organization

### **Improvements**

* Upgraded the library used for all visualizations created within the platform<br>

  <figure><img src="/files/Vby2b7IOOcZBvMaszgxh" alt=""><figcaption><p>Upgraded Visualization Library</p></figcaption></figure>

* Improved the Multi Carrier View in dark mode<br>

  <figure><img src="/files/CnihpP3kRRhXYrre218J" alt=""><figcaption><p>Multi Carrier View in Dark Mode</p></figcaption></figure>

* Added ability to export search results to the Brief Builder to create a focused Intelligence Brief on a particular topic<br>

  <figure><img src="/files/LSpoioABt6br1pDrMEZX" alt=""><figcaption><p>Export to Brief Builder</p></figcaption></figure>

* Removed the Max Written Premium metric from the Single Carrier View to eliminate unreliable values and results

* Filing Memos are now stored in the Insuraviews database

* Improved the layout of the results shown when a Custom Query is run

* Improved the PDF export for Intelligence Briefs (performance, layout and link generation)

### Bug Fixes

* INS-571 - Fixed an issue that cause improper company name listings in the Company dropdown menu
* INS-618 - Fixed an issue that prevented the Single Carrier View from being displayed when referenced from a shared link


# Cycle 12

This release contains several small features, improvements, and bug fixes.

### New Features

* Recent Filings are now summarized at the top of a DOI reviewer profile.

<figure><img src="/files/XW0WyVgwPypVfKDfZi30" alt=""><figcaption><p>Recent Filings Summary</p></figcaption></figure>

* Added Written Premium for Program to the dialog that's displayed when hovering over the map visualization.

<figure><img src="/files/mUqyAbGXfhf84E00vjNF" alt=""><figcaption><p>Written Premium for Program Metric</p></figcaption></figure>

### **Improvements**

* Improved the display of columns within the Filing Browser.
* Improved visibility of search highlights in Dark Mode.

<figure><img src="/files/3cUiVjVW4zvY7RRFnxuL" alt=""><figcaption><p>Search Results and Highlights in Dark Mode</p></figcaption></figure>

* Expanded context displayed in search results when "Show More Context" option selected.

<figure><img src="/files/dR7WYWAnV3fx5bnRrskt" alt=""><figcaption><p>Search Results with "Show More Context" Enabled</p></figcaption></figure>

* Improved Natural Language Queries pertaining to Line of Business.
* Improved the user experience around cancelling an Intelligence Brief from being generated.

### Bug Fixes

* INS-31 - Fixed an issue that caused filters to get cleared when closing a filing from the Filing Detail Page.
* INS-563 - Fixed an issue that caused the Dark Mode toggle to be displayed in the Custom Query view when tables are displayed.
* Fixed an issue that prevented queries from being run if a semicolon was included at the end of a Custom Query.
* Fixed an issue that was causing carrier names to overlap in the State View.


# Cycle 11

This release contains Dark Mode, Enhancements to Search, DOI View, State View and Brief Builder, and several other improvements and fixes.

### New Feature

**Dark Mode**

This version of Insuraviews introduces a Dark Mode toggle, enhancing readability and visibility in different lighting conditions.

<figure><img src="/files/sGLB9fO7YNPOmULcCWvE" alt=""><figcaption><p>Dark Mode</p></figcaption></figure>

### **Improvements**

* Added a "Top 10 Carrier Days to Approval" visualization to the State View<br>

  <figure><img src="/files/11j6zE1DuFlf5Dw39kFI" alt=""><figcaption><p>Top 10 Carrier Days to Approval</p></figcaption></figure>
* Added a "Promote Recent Filings" toggle in the Search Results to bring most recent results to the top of the returned results.
* Added a "Show More Context" toggle in the Search Results to show more information around phrase matches in the returned results.<br>

  <figure><img src="/files/qWQhCSBOIDI61G7073fz" alt=""><figcaption><p>Promote Recent Filings and Show More Context Toggles</p></figcaption></figure>
* Added a metric to the DOI View that shows the total average number of days to approval based on filters selected.
* The DOI View now automatically selects a reviewer if clicked.
* PDFs exported from the Brief Builder now include links for referenced filings.

### Bug Fixes

* INS-553 - Fixed an issue that prevented SERFF tracking number from being displayed on some filings.
* INS-162 - Fixed an issue where a blank carrier would occasionally appear in the Multi Carrier View.


# Cycle 10

This release contains Natural Language Queries, a CSV Export feature, improvements to the beta release of our Intelligence Briefs feature, and several other improvements and fixes.

### New Features

**Natural Language Queries**

Natural Language Queries eliminates technical barriers by allowing users to ask questions in plain English instead of requiring SQL knowledge. Insurance professionals can now instantly query our comprehensive rate filing database using natural language like "Show me all homeowners rate increases above 15% in California this quarter," dramatically reducing time-to-insight and empowering faster, data-driven decision making across all user skill levels.

<figure><img src="/files/byODiA67Bv3yReD364aQ" alt=""><figcaption><p>Natural Language Queries</p></figcaption></figure>

**Export to CSV**

Export to CSV enables seamless data integration by allowing users to download rate filing data directly from the filing browser and query builder into CSV format. This powerful feature empowers insurance professionals to incorporate Insuraviews data into their existing workflows, whether for detailed analysis in Excel, integration with internal reporting systems, or compliance documentation. By bridging the gap between our platform and users' downstream processes, Export to CSV maximizes the value and utility of our comprehensive rate filing dataset.

<figure><img src="/files/AMwV55zHoHpfHQUQLjP3" alt=""><figcaption><p>Export to CSV</p></figcaption></figure>

### Improvements

* Added a "Number of Filings" calculation to the Brief Builder, which estimates the number of filings that will be included in a Brief before it's generated.

<figure><img src="/files/pfFksUqFO5gS5aFNT2p1" alt=""><figcaption><p>Brief Builder - Number of Filings</p></figcaption></figure>

* Made improvements to the DOI View to only include reviewers with 10 or more filings in the graphics.
* Added a tool tip to the reset filters option across the platform.
* Improved vertical alignment of the options in the left navigation pane.

### Bug Fixes

* INS-257 - Improved accuracy of AI summaries.
* INS-377 - Increased timeout of Diff View requests to improve reliability and response rate.


# Cycle 9

This release contains improvements to the beta release of our Intelligence Briefs feature,  a new Amendments & Attachments section in the Objection Summary, and several other improvements and fixes.

### New Feature

Objections Summary - Amendments & Attachments

Added a new section to the Objections Summary section of filings to display detailed information about the attachments and revisions to a filing throughout the objection review process.

<figure><img src="/files/tWBWfMeI4uwOYQ1Oo79i" alt=""><figcaption></figcaption></figure>

### Improvements

* Expanded the Brief Builder from 20 to 200 filings per brief.
* Created an "Objection Brief" format specifically focused on objections and responses.<br>

  <figure><img src="/files/yIatIZ1MRd5pMzoLpvr0" alt=""><figcaption><p>Objection Brief</p></figcaption></figure>

{% hint style="info" %}
This feature is still in development.

The Brief Builder is limited to **200 filings**. The results will be sorted by **premium volume** and the top 200 filings will be used to generate the report.
{% endhint %}


# Cycle 8

This release contains a beta release of our Intelligence Briefs feature,  improvements to our Objection Response feature, and other improvements and bug fixes.

### New Feature

**Intelligence Briefs**

Generate your own market intelligence briefs based on any combination of filings you select.  Once your criteria is selected, a custom brief is generated that summarizes a Market Analysis, Strategic Insights and provides references to the various filings included in the criteria used to generate the report.

<figure><img src="/files/FKmwLIe4D5YyDuVZxA32" alt=""><figcaption><p>Brief Builder Criteria</p></figcaption></figure>

<figure><img src="/files/Jj9x42pjjftnFWFg5ihe" alt=""><figcaption><p>Brief Builder Output</p></figcaption></figure>

{% hint style="info" %}
This feature is still in development.

The Brief Builder is limited to **20 filings**. The results will be sorted by **premium volume** and the top 20 filings will be used to generate the report.
{% endhint %}

### Improvements

* Improved the response time for the Objection Response feature

### Bug Fixes

* INS-196 - Fixed an issue that prevented some filings from being displayed from certain carriers


# Cycle 7

This release contains a new page count feature, a new "acquired carrier" flag feature, additional carriers, and several improvements and bug fixes.

### New Features

* Page count now included within the filing summary page

  <figure><img src="/files/UIZJc66Qwpy9tYredHTp" alt=""><figcaption><p>Page count</p></figcaption></figure>

* Acquired carrier flag now denotes filings that were originally made as an independent carrier that have since been acquired by another carrier.<br>

  <figure><img src="/files/5nypFsZRzfMNIZeKHbE5" alt=""><figcaption><p>Acquired carrier flag</p></figcaption></figure>

### Improvements

* Improved the product history section for easier readability<br>

  <figure><img src="/files/Hh98i8xWTpbtY9gzWujF" alt=""><figcaption><p>Improved product history section</p></figcaption></figure>

* Improved the Objection Summary section of Filings from the state of Florida<br>

### Bug Fixes

* INS-288 - Fixed an issue that intermittently caused the Product Name filter to be ignored when additional filters were selected


# Cycle 6

This release contains a new search feature, additional carriers, and several improvements and bug fixes.

### New Features

* Search "within" feature now allows searches within certain sections of a filing, including the Description, Objections, or Rating Factors.<br>

  <figure><img src="/files/ixtaHSa6LuJUTWtk4CNJ" alt=""><figcaption></figcaption></figure>

* Added several new carriers.  For a complete list of carriers, please see the carriers filter within the product.

### Improvements

* Search for exact matches of terms entered into the search box by surrounding terms in double quotes.\
  Example:  "wildfire loss" will only return results matching that exact phrase.<br>

  <figure><img src="/files/hbxt8MoSIhvxQopRmOyM" alt=""><figcaption></figcaption></figure>

* Companies not associated with a Carrier will now appear in the Carrier filters list<br>

* Improved the UI for the Objections Summary section of a Filing<br>

  <figure><img src="/files/YY9FxUx2NxDoR6cXx0r5" alt=""><figcaption></figcaption></figure>

* Added links to relevant filings within the Product History section of a Filing

### Bug Fixes

* INS-250 - Removed several invalid values from Sub TOI and Product Name filter options
* INS-232 - Updated names: Falls Lake > James River,  State National > Markel
* INS-240 - Fixed an issue that provided results inconsistent with selected filters upon updating  search terms
* INS-225 - Improved the performance of hover activities for the state diagram


# Cycle 5

### New Features

* Added ability to download filing attachments in addition to the original filing.
* Added "Filing Type" filter to the search filter options allowing search results to be filtered based on Rate, Rule, or Form filings.
* Created "List More" option in the filing browser to expand results per page.

### Improvements

* Reduced decimal precision where unnecessary throughout the app.
* Modified the product updates section of filings to use company code instead of product name.
* Improved the UI gauge on the single carrier view
* Added tool tips throughout the app to better describe functionality and labels

### Bug Fixes

* INS-163 - fixed an issue with the filing browser displaying rate impact in the indicated change column.


# Cycle 4

### New Features

* Added Filing Type as filter to the search page

### Improvements

* Added specific filing detail to DOI reviewer summaries
* Optimized gouping in the left navigation pane for better usability
* Enhanced the Rating Factors section for improved viewability
* Improved the login page to better align with the Insuraviews brand identity
* Account profile photos are now displayed directly within the app
* Links are dynamically generated wherever SERFF tracking numbers appear thoughout the app
* Combined the Filing and Forms browser to eliminate redundancy; use the Filing Type filter to differentiate between Rate, Rule, and Form filings

### Bug Fixes

* Improved performance of Objections Response feature
* Fixed an issue that caused incorrect results to appear when filtering within the search results page
* Fixed an issue in the search results page that caused multiple results to be displayed per filing
* Fixed an issue with labels in the multi-carrier view
* Fixed formatting issue with objection summaries


# Cycle 3

### Improvements

* Added Sub TOI, Disposition Status, Filing Type, Company, Product Name, and Date Range as filters to the State View
* Improved the scoring of search results to ensure better matching and prioritization of results returned
* Added a link to the Documentation in the left nav bar

### Bug Fixes

* Removed the non-functional favorite button


# Cycle 2

### Improvements

* Condensed options for Filing Type drop down menu
* Search now supports multiple strings and phrases
* Display a link whenever a SERFF Tracking Number appears within text

### Bug Fixes

* Fixed an issue that prevented scrolling in the Product Name drop down menu
* Condensed options within the Disposition Status drop down menu
* Fixed an issue that prevented direct matches when searching for SERFF Tracking Number
* Fixed an issue that prevented Objection Responses from being generated


# Cycle 1

### Features

* Added SERFF Tracking Number, Company Name, and Line of Business to the header of search results to better summarize key filing information

### Improvements

* Ensure that the enter SERFF Tracking Number is visible whenever a tracking number appears within the Insuraviews product
* SERFF Tracking Number now visible when viewing the details of a filing
* Converted Insuraviews logo to SVG
* Added horizontal and vertical scrollbars to improve the Custom Query option when results return rows and columns that extend beyond the browser window
* Fixed alignment of arrow between date inputs

### Bug Fixes

* Fixed an issue that prevented filters from being cleared
* Display "No related filings found" if there are no related filings in the related filings table
* Fixed an issue that prevented scrolling in the Company filter drop-down menu
* Removed invalid options from the DOI reviewer selection drop-down menu
* Fixed an issue that prevented Effective and Renewal Dates from being displayed in the DOI View
* Fixed an issue that prevented Record Counts from being displayed in the Single Carrier View
* Fixed broken Support, Feedback, and Contact links
* Fixed an issue that prevented the Selected Reviewer from being cleared upon refresh


