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Configure Risk Data Column Display: Visibility, Order, and Importance

Standardize risk data views with configurable column visibility, ordering, and important fields across teams and segments

Written by Philip MacDonald

The intended audience for this article is Agent Admins.

Team and segment admins can configure risk data column visibility, order, and important fields to create consistent experiences for collaborators and insureds. Settings can be managed at both the team and segment level, with optional controls to lock team defaults.

Availability

  • Column visibility and order are available for all agencies.

  • Column Importance is available for agencies on Agency Pro and Enterprise plans, beginning June 10, 2026.

Contact your Customer Success Manager to enable Column Importance.

Configure risk data column settings

  1. Go to Feature Settings

  2. Scroll to Configure Column Display Settings

  3. Select a risk data page, such as Commercial Vehicles

  4. Update the following settings as needed:

    • Use the Column Visibility dropdown to show or hide fields

    • Drag and drop columns to reorder them

    • Use column header settings button to mark fields as important or update visibility

  5. Click Save All Column Settings

These settings apply to both standard and custom columns.

Column visibility

Control which fields collaborators see on a risk data page. Visibility settings help create a more consistent experience and reduce unnecessary fields. By default, collaborators can override visibility unless an admin locks column visibility to the team default.

Column order

Reorder columns to match your team’s preferred workflow. Column ordering applies to custom columns and mobile views. By default, collaborators can override the order unless an admin locks column order to the team default.

Mark columns as important

Admins can mark columns as important to encourage collaborators to complete critical submission data.

  • Display a warning when left incomplete

  • Do not block saving

  • Help teams collect complete submission data faster

These warnings appear in both desktop and mobile experiences.

Lock team defaults

If you want all collaborators to use the same layout, you can lock:

  • Column visibility

  • Column order

When enabled, collaborators can't override team defaults. Users attempting to modify locked settings will see a message indicating the configuration is managed by their team or segment admin.

Configure segment column settings

If segments are enabled for your team:

  1. Go to Segments

  2. Edit the segment you want to configure

  3. Open Configure Column Display Settings

  4. Apply segment-specific visibility, order, and important field settings

Segment settings allow different workflows or business units to maintain their own layouts.

Risk profile experience

After saving your configuration:

  • Risk data tables update to reflect the configured column order

  • Important fields appear when creating risk data records

  • Locked settings prevent collaborator overrides

Mobile experience

Column settings also apply to mobile workflows. Collaborators and insureds will see:

  • The same field ordering as desktop views

  • Important field warnings during data entry

This helps maintain a consistent experience across devices.
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