Email alerts and filing tracking

Keep up with filing activity without re-running searches. Alerts watch a saved search. Tracking watches a single filing.

• Email alerts

  An alert monitors a saved search and sends a weekly report as filing data updates.

• Tracked filings

  Follow one filing and see weekly field-level changes such as rate, status and disposition.

• Saved searches

  Save a search with its filters and reopen it without rebuilding it.

Any search that returns a table can become an alert. Create several with different criteria to follow specific kinds of filings or documents.

• Competitor filings

  Everything a company or group files in the states and lines you care about.

• New forms in a segment

  New forms in a state or product segment.

• A clause

  New documents containing a phrase or clause.

• A particular form

  One form number, wherever it is filed next.

1. 1Create a search

   Any search that returns a data table with at least one result.

2. 2Choose Email Alert

   From the menu on the results, or type /alert in the Agent chat.

3. 3Name it

   A descriptive name helps you identify it later.

4. 4Confirm

   The alert appears on your Email Alerts page, where you can review its history or delete it.

• A weekly email

  Sent once a week, and only when new changes match your search.

• A PDF report

  An attached summary of the updates, with direct links to the documents that changed.

• Alert history

  Past alerts and their reports stay available on the Email Alerts page.

1. 1Track

   On the Filings results table, use the Track button on the row you want to monitor.

2. 2Tracked Filings

   Your tracked filings are listed in one place.

3. 3View Changes

   A clear before and after of the filing, including the history collected so far.

4. 4Weekly digest

   If anything changes during the week, you receive an email digest with a PDF summary that links to the filing.