Overview
Organization settings apply to your entire organization, not just your individual account. Changes here affect all team members.Organization Information
View and update your organization details:Organization Name
Your company or brokerage name
Organization ID
Unique identifier for support requests
Team Member Count
Number of users in your organization
Active Integrations
Connected systems (Enterprise only)
Updating Organization Name
1
Navigate to Settings → Organization
Access organization settings.
2
Click 'Edit Organization Name'
Open the name update form.
3
Enter new name
Provide your updated organization name.
4
Save changes
The new name appears in the sidebar and throughout the platform.
Changing your organization name does not affect your billing, data, or organization ID.
Organization ID
Your Organization ID is a unique identifier used for:- Support ticket references
- API authentication (Enterprise only)
- Billing inquiries
- Integration setup
Team Overview
View information about your team:- Total team members - Number of users in your organization
- Active members - Members who have logged in recently
- Pending invitations - Invites sent but not yet accepted
Manage Team Members
Invite new members or manage permissions
Integrations
For Enterprise customers:- View active integrations - See connected systems
- Manage API keys - Rotate or revoke API access
- Configure webhooks - Set up event notifications
- Integration logs - View recent integration activity
Integrations are available for Enterprise plans only.
Organization Limits
Depending on your plan, you may have limits on:| Limit | Pay as you Go | Plus | Pro | Team | Enterprise |
|---|---|---|---|---|---|
| Team Members | 1 | 1 | 1 | Multiple | Multiple |
| Monthly Credits | 10 free | 40 | 360 | 2,010 | Custom |
| Integrations | 0 | 0 | 0 | 0 | Custom |
| API Access | ❌ | ❌ | ❌ | ❌ | ✅ |
Upgrade Your Plan
View plans to increase your organization’s capabilities
Data & Privacy
Data Security
Data Security
All data is encrypted in transit (TLS/SSL) and at rest. Integration credentials are encrypted separately with additional layers of security.
Data Export
Data Export
Contact support for data export requests. Enterprise customers can use the API to export data programmatically.
Data Deletion
Data Deletion
When you delete your organization, all data is permanently deleted within 30 days. This includes:
- All uploaded policies
- All quotes and submissions
- All commission data
- All team member accounts
Data Retention
Data Retention
Active organizations: Data retained indefinitely
Canceled subscriptions: Data retained for 90 days, then archived
Deleted organizations: Data deleted within 30 days