Dashboard Update Feed: instead of linking to external documentation, we now highlight important updates on the Insuraviews homepage
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)
Save and Export options in the AI Assistant panel
The bookmarks page has also been updated to allow for filtering between bookmark options, and to provide additional information about what is bookmarked
Updated Bookmarks page with filtering, and additional information
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
Query Builder page with History highlighted
Short list of Query history, with the most recent being the query included in the first screenshot
Improvements
Brief Builder now prioritizes recent filings over written premium
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.
Screenshot of the filings browser, showing the new date format
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
