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

Cycle 31

New Features

AI Assistant: Full-Page Expansion

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

Short clip of expanding the AI Assistant view

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.

New AI Assistant View showing the "More options", as well as the conversation history and new chat in the top right corner
The new Conversation History as a sidebar, with recent conversations and expiring time highlighted

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.

Search results, with the new Sort By drop-down highlighted

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.

Query Builder results with the total resulting rows highlighted

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

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