Account Settings

Your account settings let you control your profile, notifications, and preferences.

Profile: Update your name, email, company information, and insurance lines of focus.

Notifications: Choose which email notifications you receive - new lead alerts, license expiration reminders, billing receipts, and product updates.

Preferences: Set your default lead filters, preferred export format, and dashboard layout.

Data & Privacy: Download your data or request account deletion. We comply with CCPA and applicable state privacy regulations.