How access levels work
Every role is a bundle of permissions. Each permission grants an action (such as read, create, update, delete, export, or download) on a specific kind of data (such as policies, claims, or files). The tables below summarize each role’s access using the following levels:In AI Insurance, events is the umbrella term for claims and incidents — see
Understanding Events. Roles with write access to events can
manage claims, incidents, and the related attorneys and law firms.
Role comparison
¹ Can create and delete form templates but cannot edit existing ones.
² Write access is limited to broker and brokerage files; broker and brokerage records themselves are read-only.
³ Write access is limited to insured forms; other insured data is read and export only.
Role details
Carrier Admin
Full read/write access on all carrier data. A Carrier Admin can also add new carrier members and change their roles — it is the only standard role that can manage users.Manager
Full read/write access on all carrier data, equivalent to a Carrier Admin except for user management: a Manager can view the user list but cannot add users or change roles.UW/Ops Team Member
Full read/write access to all company data, except write access to forms and templates is limited: a UW/Ops Team Member can create and delete form templates but cannot edit existing ones. Can view the user list but cannot manage users.Policy Administrator
Full access to create and edit submissions, quotes, policies, insureds, and forms, but no access to claims or incidents.Event Manager
Full read/write access on carrier events (claims and incidents). Read and export access on submissions and applications, including the ability to reject applications, and write access to most other carrier data. Cannot view or manage users.MGA
For Managing General Agents. Full read/write access on carrier incidents, claims, submissions, policies, and insureds. Read-only access to brokers, brokerages, and form templates. Can view the user list but cannot manage users.Claims Manager
Full read/write/export access for claims and incidents, including the related attorneys and law firms. Read-only access to policies, insureds, and payments, and write access to company files. No access to submissions or quotes. Additional permissions will be granted as needed to suit the needs of the role.Accounts Payable
Full read and export access on all carrier data. Write access is limited to financial transactions and to broker and brokerage files.Captive Manager
Full read and export access on all carrier data. Write access to company-level files only.Viewer/Exporter
Full read and export access on all carrier data, but no permissions to modify data.Viewer/Exporter - Insured Forms
Full read and export access on all carrier data, plus the ability to create and edit insured forms.Viewer
Full read access on all carrier data, but no permissions to modify data. Can export events and policies.Broker
For third parties selected by the carrier to help applicants with their applications. A Broker can create, edit, and submit applications and submissions (including their files) and view quotes and payment information. No access to any other carrier data.Client Member
Full read and download access to company files, and read access to contacts. No access to any other carrier data.Configuration Manager
Can export and import company configuration via the onboarding spreadsheet pipeline. No access to any company data.Privileged notes
Certain objects on the platform, such as Notes, can be marked as Privileged, making them viewable only by users whose roles contain privileges. The following roles can view privileged notes:- Carrier Admin
- Manager
- UW/Ops Team Member
- Event Manager
- MGA