Stay on top of what matters — carrier exits, renewals, quote updates, agent briefings and team messages — and control exactly which of them reach your inbox.
Who this is for: everyone with a CoverGuard account. Where: Account → Notifications (/account). Time: ~3 min.
New here? Do Getting started first (signup, terms, navigation).
Why this matters
CoverGuard watches your saved properties, clients and automations around the clock and tells you the moment something needs you — a carrier stops writing a home you saved, a client's policy is about to renew, or one of your digital agents finishes a briefing. You choose how loud that is: an in-app bell, a browser push, and — for the things worth an inbox — an email. Getting this right means you never miss a time-sensitive change and never feel spammed.
What CoverGuard sends you
Every alert lands in your in-app bell (top-right) and, if you've allowed it, a browser push. A focused subset also sends an email — the ones you'd want even when you're not in the app:
| When it's sent | Goes to | |
|---|---|---|
| Welcome | Right after you create your account | You |
| Team invitation | When someone adds you to their company | The invited person |
| Carrier-exit alert | A carrier stops actively writing a property you saved | Everyone who saved it |
| Renewal reminder | A client's policy nears its renewal (60 / 30 / 7 days out) | The client's agent |
| Quote request sent | Your binding quote request is submitted for placement | The requester |
| Digital-agent briefing | A scheduled agent finishes a run (opt-in) | The agent's owner |
| Getting-more-from-CoverGuard tips | A few times over your first weeks | You |
| Messages from your CoverGuard team | When our team reaches out | You |
| Direct messages | A teammate messages you | The recipient |
Every email leads with the answer, shows the data you need (carrier, property, dates, reference), and gives you one clear button to act. Risk and premium figures are always modeled estimates — decision support, not a binding quote.
How to manage your emails
Open Account (top-right avatar) → the Notifications tab. You'll find a real subscription center — each toggle turns a live email category on or off, and your choice syncs to your account (so it applies on every device):
- Email preferences — one switch per category: Carrier-exit alerts, Renewal reminders, Direct messages, Getting-started tips, and Messages from the CoverGuard team. Turn off any you don't want in your inbox.
- Agent briefing emails — a master switch for scheduled digital-agent briefings, plus a per-agent toggle (default off) so you only get emailed for the agents you choose. See Digital agents.
- Turning an email off never hides its in-app alert — the bell and browser push still fire. Essential emails (welcome, team invitations, quote confirmations) always send and aren't listed.
What you'll see / What it means
- Bell + push always fire; email is the selective channel. We keep email for things that are worth an inbox, so turning an email off never hides an alert from your in-app bell.
- Severity is labeled, not just colored. Carrier-exit and renewal emails carry a plain-language urgency tag — For your awareness, Needs attention, or Act now — so you can triage at a glance.
- You're never emailed for failures you can already see. For example, a digital-agent run that fails is flagged in the bell but not emailed.
Tips
- Allow browser push once (your browser will prompt) so time-sensitive carrier exits reach you even with the app closed.
- Turn on briefing email for just your most important agent rather than all of them — you get the signal without the noise.
- Not sure which carrier moved or when a client renews? Open the alert — the carrier-exit and renewal alerts surface links straight to the property or dashboard.
Troubleshooting / Common questions
- "I'm not getting any emails." → Email delivery must be configured on your deployment; if other CoverGuard emails also aren't arriving, contact support. Check your spam folder and add
noreply@coverguard.ioto your contacts. - "I get too many agent emails." → Turn off the per-agent email toggle for the noisy agents, or flip the master Agent briefing emails switch off entirely — see Digital agents.
- "A teammate never got their invite email." → They can still join: have them sign up (or sign in) with the exact email you invited, and the seat is claimed automatically. See Teams, seats & billing.
Do this next
- Set your preferences in Account → Notifications, then allow browser push when prompted.
- Alerts: carrier-exit & renewals
- Digital agents (automations)
- Teams, seats & billing