Here are the release notes for 26B released on February 25, 2026. If you have any questions, please contact customer support.

Policy Module

 

Document - SubscriptionSection support on Documents: QP, QS, Dec, POI, AFI

Subscription details can now be displayed across QP, QS, Dec Page, POI, AFI, and PFA, including support within the Quote Summary UI, to meet subscriber disclosure requirements. The SubscriptionSection and SubscriptionSectionVerbiage can be configured per document, with customizable preamble text (documents only), controlled placement, and automatic suppression when no subscription exists. If you have an internal product designer, please refer to the guide for more information. If you would like to implement this new functionality, please submit a support change request.

 

Auto Register Letter - Activity

New functionality is now available to automatically cancel a policy when a payment retry is declined for configured products or payment plans. The system generates a registered letter and creates a SysUpdate activity to reflect success or failure, including term validation and configuration checks. If you have an internal product designer, please refer to the guide for more information. If you would like to implement this new functionality, please submit a support change request.

 

Change Request: Adding Premium to Change Notes

You can now see the premium impact of changes directly within Change Notes, providing greater transparency into why premium was added or returned during a policy change. Transaction Premiums are shown by Risk/Coverage level and totaled up to the Risk Group level within the Change Note to help you better understand and track premium adjustments.

 

Subscription - Manual Subscribe at Quote

You can now manually subscribe a risk group before quoting by using the new Subscribe button on the Risk Group Summary and Quote Summary pages when a policy version is In Progress, enabling you to configure reinsurers for accurate quote calculations and related documents. The existing Subscribe modal and form behavior remain unchanged, continuing to support both policy-level and risk-group-level contract assignment while allowing updates to re-rate as details change.

 

Subscription - Modal - Allow Edit of Reinsurer Commission

You can now edit the reinsurer’s participation and commission percentages for a specific policy version directly in the Subscription modal, including capturing an override reason when a commission value is changed. Updated validations ensure commission overrides stay within 0–100% and are consistently applied during issuance and key lifecycle actions like change/renewal reversals.

 

Policy Module & Gateway Module

 

Riskgroup - Add/Remove More Scope

New functionality is now available to better control risk group scope during rules of execution, including safeguards that prevent primary risk groups from being marked for removal and improved handling of risk groups added or removed by rules. Policy and rules' responses are now sanitized, so non-persisted rule-driven risk group changes are not returned, ensuring outputs reflect only persisted data. If you have an internal product designer, please refer to the guide for more information. If you would like to implement this new functionality, please submit a support change request

 

Policy Module & Product Module

 

Document - Subscription Verbiage Configurability

Subscription verbiage is now configurable through a new Subscription print definition tab, allowing customizable titles, column headers, and content across documents such as the Declaration Page and Quote Proposal. The subscription page is divided into configurable Verbiage and Split sections, with backward compatibility maintained when the new configuration is not present. If you have an internal product designer, please refer to the guide for more information. If you would like to implement this new functionality, please submit a support change request.

 

Policy Module & Reinsurance Module

 

Subscription - Update Reinsurance to Support NO IA/Internal contracts (meaning no result)

Reinsurance subscription now supports scenarios where no Internal Contract and no Insurer Assignment Algorithm are present, requiring manual subscription before a quote can proceed. When no contracts are returned, users will be prevented from quoting until valid contracts are manually assigned, ensuring all coverage and risk groups are properly subscribed prior to submission.

 

Claims Module

 

Recoveries: Auto-Create Receivable when salvage is sold (and withdraw if unsold)

When you mark a salvage item as Sold, the system now automatically creates a receivable for the sale of proceeds, with the sold amount required to complete the action. If a salvage item is later marked as Unsold, the system automatically withdraws the receivable and records a reversing recovery transaction.

 

Payment Approvals: Persist Approval Notes Across Claim (Approval Timeline)

Approval notes entered during payment approvals are now saved at the claim level and displayed on future payment approvals for the same claim, giving approvers clear historical context when making decisions over time. All prior and newly added notes appear in a chronological timeline, while existing approval rules and thresholds remain unchanged.

 

Claims Module & Policy Module

 

Claims Change Notes for Claims Module Changes

Change notes can now be suppressed for updates made within the Claims module to prevent confusion when users are working on policy versions. Changes to dates will no longer generate notes, and amounts and status will only create change notes when updates originate from an external source.

 

 

Claims Module & Policy Module &  Finance Module & 

 Stakeholder Module

 

Feature setting in Stakeholder Employee page to control visibility of Employee in Activity Assignment form (Policy/Claims/Finance/Stakeholder)

Broker Employee Activity Assignment Visibility Control - We have introduced enhanced visibility controls for broker employees within the Stakeholder module. Users can now define whether a broker employee is selectable when assigning Activities. While configured in Stakeholder, this setting governs employee visibility across all modules that include Activities, including Policy, Claims, Finance, and Stakeholder. The default behavior is tenant configurable through broker settings, with batch upload supporting this option through a visibility column that defaults to true if left blank. This update provides greater flexibility for managing large broker employee lists while preserving a consistent Activity assignment experience across modules.

 

Finance Module

Show balance and payments for reversed version with payment (refund)

Reversed renewal terms now appear in the Finance module Policy Term dropdown, clearly labeled to indicate their status. Users can view the original charge, the corresponding refund, and confirm that the balance nets to zero. This update improves transparency and makes it easier to validate the full financial lifecycle of a reversed policy without additional investigation.

 

A/R Rec Overpayment - allow broker credit to be partially applied on a Policy, Leftover amount is carried forward

A/R Reconciliation now provides improved flexibility when applying broker credit. Users can reconcile a policy entirely with available credit using a streamlined confirmation modal or apply a custom credit amount as part of a partial reconciliation. Available credit is clearly displayed during the process, helping ensure accurate and transparent settlement of policy balances.

 

 

 

Finance Module & Gateway Module & Policy Module

 

Auto Register Letter - Configuration

Products and payment plans can now be configured to automatically cancel after a defined number of payment declines, with automated registered letter generation. New settings include Max Payment Decline Threshold, Cancellation Notice Days in Advance, Default Cancellation Type, and configurable letter and effective date offsets.

 

Stakeholder Module

 

Stakeholder/Broker Admin Employees - How to efficiently configure Activities Viewable and Work List Viewable?

Visibility configuration for Broker Employees in the Stakeholder module has been simplified to reduce manual setup and ongoing maintenance. Instead of manually selecting employees, roles, or role groups one by one, visibility now supports persistent default behavior that automatically includes employees who share a broker code. New employees are automatically included when added, eliminating the need to revisit and update existing records. The result is fewer clicks during setup, more consistent visibility across teams, and a smoother onboarding experience as your brokerage grows.

 

Valet

Valet - Additional Payment Schedule Item Statuses

The payment schedule now clearly shows when a payment is disputed instead of grouping it under declined. Payments triggered by a dispute appear with a Disputed status, providing clearer visibility into payment status.