> ## Documentation Index
> Fetch the complete documentation index at: https://docs.insurestack.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Organization Settings

> Manage organization-level settings and information

## Overview

Organization settings apply to your entire organization, not just your individual account. Changes here affect all team members.

## Organization Information

View and update your organization details:

<CardGroup cols={2}>
  <Card icon="building" title="Organization Name">
    Your company or brokerage name
  </Card>

  <Card icon="fingerprint" title="Organization ID">
    Unique identifier for support requests
  </Card>

  <Card icon="users" title="Team Member Count">
    Number of users in your organization
  </Card>

  <Card icon="plug" title="Active Integrations">
    Connected systems (Enterprise only)
  </Card>
</CardGroup>

## Updating Organization Name

<Steps>
  <Step title="Navigate to Settings → Organization">
    Access organization settings.
  </Step>

  <Step title="Click 'Edit Organization Name'">
    Open the name update form.
  </Step>

  <Step title="Enter new name">
    Provide your updated organization name.
  </Step>

  <Step title="Save changes">
    The new name appears in the sidebar and throughout the platform.
  </Step>
</Steps>

<Note>
  Changing your organization name does not affect your billing, data, or organization ID.
</Note>

## Organization ID

Your **Organization ID** is a unique identifier used for:

* Support ticket references
* API authentication (Enterprise only)
* Billing inquiries
* Integration setup

<Tip>
  Keep your Organization ID handy when contacting support. It helps us quickly locate your account.
</Tip>

## Team Overview

View information about your team:

* **Total team members** - Number of users in your organization
* **Active members** - Members who have logged in recently
* **Pending invitations** - Invites sent but not yet accepted

<Card title="Manage Team Members" icon="users-gear" href="/team/invite-members" horizontal>
  Invite new members or manage permissions
</Card>

## Integrations

For Enterprise customers:

* **View active integrations** - See connected systems
* **Manage API keys** - Rotate or revoke API access
* **Configure webhooks** - Set up event notifications
* **Integration logs** - View recent integration activity

<Note>
  Integrations are available for Enterprise plans only.
</Note>

## Organization Limits

Depending on your plan, you may have limits on:

| Limit               | Pay as you Go | Plus | Pro | Team     | Enterprise |
| ------------------- | ------------- | ---- | --- | -------- | ---------- |
| **Team Members**    | 1             | 1    | 1   | Multiple | Multiple   |
| **Monthly Credits** | 10 free       | 40   | 360 | 2,010    | Custom     |
| **Integrations**    | 0             | 0    | 0   | 0        | Custom     |
| **API Access**      | ❌             | ❌    | ❌   | ❌        | ✅          |

<Card title="Upgrade Your Plan" icon="arrow-up" href="/billing/plans" horizontal>
  View plans to increase your organization's capabilities
</Card>

## Data & Privacy

<AccordionGroup>
  <Accordion icon="shield-halved" title="Data Security">
    All data is encrypted in transit (TLS/SSL) and at rest. Integration credentials are encrypted separately with additional layers of security.
  </Accordion>

  <Accordion icon="download" title="Data Export">
    Contact support for data export requests. Enterprise customers can use the API to export data programmatically.
  </Accordion>

  <Accordion icon="trash" title="Data Deletion">
    When you delete your organization, all data is permanently deleted within 30 days. This includes:

    * All uploaded policies
    * All quotes and submissions
    * All commission data
    * All team member accounts
  </Accordion>

  <Accordion icon="file-contract" title="Data Retention">
    Active organizations: Data retained indefinitely
    Canceled subscriptions: Data retained for 90 days, then archived
    Deleted organizations: Data deleted within 30 days
  </Accordion>
</AccordionGroup>

## Deleting Your Organization

To delete your entire organization:

Reach out to [support@insurestack.ai](mailto:support@insurestack.ai) and we will do it for you.

## Next Steps

<CardGroup cols={2}>
  <Card title="Account Settings" icon="user" href="/settings/account">
    Manage your personal account details
  </Card>

  <Card title="Payment Methods" icon="credit-card" href="/settings/payment-methods">
    Update billing information
  </Card>

  <Card title="Team Management" icon="users" href="/team/invite-members">
    Invite and manage team members
  </Card>

  <Card title="Billing" icon="file-invoice-dollar" href="/billing/overview">
    View subscription and credit details
  </Card>
</CardGroup>