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The Company Settings tab of the admin area holds your company profile, your app logo, and your Inboxes — the email addresses that feed documents into AI Insurance automatically. Open it by selecting your company name at the bottom of the left sidebar, then the Company Settings tab.
Everyone whose role can read company data can view this tab, but the edit affordances (the Edit button, logo actions, inbox management, and the sender allow-list controls) are only enabled for roles that can update company settings — of the standard roles, Carrier Admin and Policy Administrator.

Company information

The Company Information card shows your Company Name and Company Legal Name. Select Edit, change either field, and Save (or Cancel to discard). Both fields are limited to 255 characters, and the company name can’t be blank.
The Company Information card with Company Name and Company Legal Name text fields in edit mode and Save and Cancel buttons at the top right.

The Company Information card in edit mode.

After saving you get a confirmation with an Undo button — select it within ten seconds to restore the previous values. The App Logo card customizes the logo displayed at the top left of the application — the branding your team sees in the sidebar. There are two images:
  • Full — the wide logo shown when the sidebar is expanded.
  • Icon — the small square mark shown when the sidebar is collapsed.
The App Logo card showing preview boxes for the Full logo and the Icon, each with Customize (or Change / Download / Remove) buttons underneath.

The App Logo card, with a preview and actions for the full logo and the icon.

Each image offers: When you pick an image you crop it in place — drag and zoom until the preview looks right, then confirm. Changes take effect in the sidebar after you refresh the page.

Inboxes

Inboxes are company email addresses for automated document intake: files emailed to an inbox are parsed into that inbox’s flow for your company. This is the email side of creating submissions — for example, a broker can email an application PDF straight to your submission inbox, and it shows up as an import on the Submissions page. Inboxes are grouped by flow — Submission and Policy — and each flow can have any number of addresses. Every address has the form name@inbox.aiinsurance.io.
The Inboxes card showing Submission and Policy sections, each listing inbox addresses like acme-submissions@inbox.aiinsurance.io with copy, rename, and delete icons, and an Add Inbox button per section.

The Inboxes card: addresses grouped by flow, with copy, rename, and delete per address.

Per address: When adding or renaming, you pick the name — the part before the @. A name must be lowercase letters and numbers, optionally separated by single dots, dashes, or underscores (up to 64 characters), and it must be unique across the whole platform — if a name is taken, pick another. The dialog shows the full resulting address as you type.
Inbox names are claimed platform-wide, first come first served. Deleting or renaming an inbox releases its old name for anyone else to claim — so don’t recycle an address you’ve already printed on paperwork or shared widely.

Allowed senders

The Allowed Senders section, at the bottom of the Inboxes card, controls who may email your inboxes.
The Allowed Senders section with an 'Only accept email from allowed senders' toggle switched on, and a table of email addresses showing whether each is a company user, their name, and an allow/deny switch or delete icon per row.

The sender allow-list: an enforcement toggle over one table of company users and extra addresses.

  • The Only accept email from allowed senders switch turns enforcement on or off. With it off, your inboxes accept email from anyone. With it on, only the senders in the table below are accepted.
  • When enforcement is on, the table lists every sender in one place:
    • Company users are allowed by default; use the per-row switch to turn an individual user’s access off or back on.
    • Additional emails — outside senders like a broker — are added with the Add Email button and removed with the trash icon.

Blocked senders

Separately from the allow-list, a Blocked Senders table appears whenever any address has been explicitly blocked. Blocking happens from the imports list on the Submissions page — when an email from an unrecognized sender arrives, you can block that sender there. Email from a blocked address is dropped completely — nothing is stored and nobody is notified — regardless of the allow-list switch. This section is where you review blocks and un-block an address (the trash icon on its row).

Other admin tabs

The admin area has more tabs than this page covers, each documented separately (tabs you don’t have permission for simply don’t appear):
  • Users — invite users, assign roles, revoke access.
  • Forms — your form template library and the document editor.
  • Files — company-level files, in the same files interface used on every entity (see Files & notes). This is where files that belong to the company as a whole — rather than to a particular quote, policy, or claim — live.
  • Financials — invoice types, line items, approval authority, and export settings.
  • API Keys — programmatic access to your data.
  • Rating Run Logs — per-quote rating run diagnostics.