Releases for Sprint - 25Q

Finance Module

• Modular now allows you to reconcile premium finance funding from any supported loan provider. Simply select your loan provider, import their disbursement statement in the standard format, and Modular will auto-match funding to open A/Rs for quick and accurate reconciliation. 

Gateway Module & Policy Module

• Operators and associates can now be converted into Named Insureds, ensuring they are correctly linked and merged using the same party and instance records. This enables a seamless transition when an existing operator needs to become a primary or named insured without data inconsistencies.

• Quoted and referred versions now open directly on the Quote Summary page, making the copy action immediately accessible. The copy button label is also configurable through the UI definition to better match your user experience. 

• Referral acceptance has been simplified, allowing referrals to be accepted before all required information is completed so users can proceed and finish remaining details. If new referral conditions are triggered, referrals must be accepted again before issuing. 

• Manual referrals are now stored and processed as standard referral conditions, ensuring consistent behavior with system-generated referrals across the policy lifecycle.

  This removes the legacy implementation and aligns manual referrals with existing condition handling. 

• Cancellation options can now be configured per product and per module, allowing you to show Prorate only, Short Rate only, or both independently for Gateway and Policy Modules. The cancellation dropdown is populated from this product configuration at the time of cancellation, with existing products defaulting to both options for backward compatibility.

• Referral handling has been enhanced to run consistently across the policy lifecycle, including when advancing a quote from an In Progress state. Referral conditions now evaluate against the appropriate lifecycle stage to ensure the correct rules are applied at the right time.

• Cancellation has been simplified by separating the cancellation type from registered letter handling. Users now select Prorate or Short Rate first, then independently choose whether to generate a registered letter, with letter generation supported for both options.

• If you have an internal product designer, please refer to the guide for more information. If you would like to implement any of these new functionalities, please submit a support change request. 

Policy Module

• A new optional phone number substitution field, {{phoneNumber}}, has been added to Modular email templates. This field is available across all email templates and is sourced from underwriting data, allowing a phone number to be included when needed in email communications.

Product Module

• Fees are now displayed on the Application for Insurance, with premium, fee, and total cost rows added to the Print Definition under the Policy Details section. This ensures fee information is included consistently when generating the AFI.

• Condition-level referral timing is now supported, allowing each condition to specify whether a referral is created at Quote or Issue using a new ReferralStage field (defaulting to Issue). This configuration is managed on the Condition Definition and applies consistently across all rule types.

• If you have an internal product designer, please refer to the guide for more information. If you would like to implement any of these new functionalities, please submit a support change request. 

Release Date: January 14, 2026