Portals & integrations
Support
In-app support with AI-assisted answers — help is one click away on every screen.
Getting help
- 1Click the help icon in the top bar from any page.
- 2Describe the issue — category, subject, and message.
- 3"Ask AI first" gives an instant AI answer grounded in how the product works; if it solves it, you're done.
- 4Otherwise send it to support — the team is notified by email and tracks it to resolution.
Support staff work from privacy-preserving, read-only tooling: aggregate account health and audit metadata — never your rates, brokers, or financials. Every support view is recorded in your own audit log.