Settings
General
Workspace
Company identity across the platform and customer communications.
SVG or PNG, min 128px ·
Claims defaults
Service-level targets and automation applied to new claims.
Auto-assign assessors
Route by line of business and region.
AI insights on dashboard
Surface anomalies and suggested actions.
Customer SMS updates
Status texts at each claim milestone.
Preferences
Theme
Applies to this device.
Default table density
Starting density for all data tables.
Email digests
Weekly summary of renewals and SLA risks.
Desktop notifications
New claim assignments and @mentions.
Danger zone
These actions are irreversible and require owner confirmation.
Export all workspace data
Policies, claims, customers as CSV.
Delete workspace
Removes all data after 30-day grace period.
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Preferences
Workspace
Support
Surebase Operations · v4.2.1 (build 1180)