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Notifications

Notifications are a way to stay on top of notable changes like new locations or rate increases occurring with your prospects.

Written by rob g

Updated at April 4th, 2023

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Table of Contents

Overview

Notifications build and expand on the various change tracking we already display by, as the name implies, adding notification of the change as well as a way to surface the one's relevant to you. 

Notification Page Access

Click on the 'bell' icon located in the header menu-

List Filters

Filter the list by notification type, source or state using the drop down boxes in the header menu-

Notification Settings

https://www.insurancexdate.com/settings.php#notifications

Here you can adjust when notification emails are received, the sources and types of notifications.

Sources

Notifications are sourced from Saved Searches (excludes xdate parameters), Groups, and Flagged accounts. Sources can be toggled (turned on/off) from the Settings menu. 

Notification Types

Obvious fields include Premium, LCM and Mod changes, which can be adjusted by % change. 




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