Release Notes
This folder contains all articles about our most recent release.
Certificates of insurance are one of the most frequent, time-sensitive tasks in your agency, and until now the workflow required jumping across tabs, huntin...
Fri, 14 Aug, 2026 at 1:29 PM
We are pleased to announce a comprehensive enhancement to the Proposals workflow with the new Custom Bundle Proposal. This update introduces a new Custom Bu...
Fri, 28 Aug, 2026 at 1:54 PM
We are excited to announce the release of Multi-Policy Invoicing and Installments on the new Create & View Invoice pages, giving you a more flexible way...
Sun, 9 Aug, 2026 at 7:41 PM
We’re excited to announce that with this release, you are now able to manage underwriting requests more easily from an improved dashboard experience. T...
Fri, 21 Aug, 2026 at 1:06 PM
We're excited to bring you a major upgrade to eSignature: reusable templates. Instead of rebuilding signature fields every time you send an envelope, yo...
Thu, 10 Sep, 2026 at 6:07 PM
Registering your agency's texting brand with the carriers can be confusing, and a single mismatched detail (like a business name that doesn't match ...
Tue, 8 Sep, 2026 at 12:23 PM
You told us what changed for the worse after the new Directory launched, and we moved quickly to put it right. Clicking an entry name once again opens a c...
Thu, 27 Aug, 2026 at 11:46 AM
We’re excited to announce that with this release, you are now able to move through Commercial Lines Instant Quoting faster and with more confidence than eve...
Thu, 10 Sep, 2026 at 11:36 AM
We’re excited to announce that with this release, you are now able to create a commercial submission directly from an ACORD form, without re-keying a single...
Thu, 20 Aug, 2026 at 11:43 AM
We’re excited to announce that with this release, you are now able to manage New Mexico uninsured and underinsured motorist coverages more easily at the veh...
Thu, 20 Aug, 2026 at 12:11 PM