For the complete documentation index, see llms.txt. This page is also available as Markdown.

Cycle 30

New Features

Personalization: New Preferences Page

  • 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.

Preferences page part 1, showing Company Benchmarking, where users set carrier and company filter and search preferences
  • 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.

Preferences page part 2, showing Regional & Product Focus
Preferences page part 3, showing the previous options from Notification settings

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.

The Current Scope box from the Brief Builder showing the new 500 filing limit

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.

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

Last updated

Was this helpful?