Here are the release notes for 26C released on March 17, 2026. If you have any questions, please don’t hesitate to reach out to customer support.

 

Admin Module
 

Admin Troubleshooting

Authorized administrators within your organization can now temporarily impersonate employees to view and interact with the platform exactly as the employee would. This capability helps administrators troubleshoot reported issues, validate permissions, and assist users more effectively without requiring screen sharing. Impersonation sessions mirror the employee’s existing permissions and remain fully auditable, with tenant security controls and session time limits enforced at all times.
 

Authentication System & Login Page

We have updated our authentication system and login page to improve reliability and performance. Most users will be able to sign in with their existing password and multifactor authentication as before. Some users may be prompted to reset their password the next time they log in, and password reset emails will be sent when a password reset is requested. Single sign on will continue to work as expected.

Claims Module & Policy Module

Reinsurers Tab

The Reinsurers tab now groups entries by Risk Group across the Policy Overview and Claims areas, making it clearer why multiple coverage groups may appear and aligning the display with how subscriptions are shown elsewhere. This update also allows sorting within each Risk Group using the existing columns, helping users review reinsurer information more intuitively.

 

Finance Module

 

A/R Reconciliation Credit Visibility

Updates have been made to the A/R reconciliation screens to improve visibility of available credit and credit applied throughout the reconciliation workflow. The screens now present a clearer breakdown between opening balance, credits, and payment amounts, making it easier to understand how balances are resolved and how payment amounts relate to the final deposit when moving between the In Progress, Completed, and Deposited views.

 

Automated Reminders for Policy Payments and Credit Card Expiry

New automated reminders provide advance notice of upcoming policy payments and credit cards nearing expiry that are used for billing. Email notifications are sent prior to scheduled charges and before stored payment cards expire, allowing time for payment details to be reviewed or updated if needed. This enhancement improves visibility into upcoming billing events and helps reduce payment interruptions caused by expired cards or missed payments.

 

Finance Module & Policy Module

 

Downloadable Payment Receipts

Downloadable payment receipts are now available for completed policy transactions. Once a payment is successfully processed and marked as paid, a receipt can be generated from the Payments tab and downloaded. Each receipt provides an official record of the transaction and is stored in the Attachments tab on the policy for future reference by brokers and staff.

 

Gateway Module & Policy Module

 

Rating Context

Rating context can now be applied at the risk level for repeatable risks, ensuring rating calculations are evaluated per individual risk rather than shared across the entire risk group. For TypeA and TypeF risks, the system evaluates the BinAttachment question and sets the BinWAttach rating context to 10 when the value is Aeration, Heater, or Drying, and 0 for all other options.

 

QuotePrefix Field for Quote & Policy Number Generation

A new optional QuotePrefix field can now be configured in Product Definition to control the prefix used for quote and policy number generation. If QuotePrefix is populated it will be used; otherwise the system will fall back to ProductReference. If you have an internal product designer, please reference the guide for more information. If you would like to implement this new functionality, please submit a support change request.

 

Subscription Permissions

Subscription permissions have been updated to improve how users view and manage subscriptions within the modal experience. A user can now both View and Add (edit) subscriptions, only View subscriptions (can see them but cannot change them) or not view them at all (the subscription button is hidden from the user)

 

Policy Module

 

Manual Subscribe

The Manual Subscribe experience has been enhanced to make insurer assignments easier to review and manage, with the ability to filter or sort columns, see the percentage information for a Coverage Group, and a new option to copy assignments from one risk group to other risk groups. These updates help customers work more efficiently and identify incomplete or overallocated coverage group percentages more quickly when managing subscription details.

 

Policy & Quote Number Formats

Policy and quote number formats can now be configured to support flexible numbering structures, including formats that begin with numbers. Administrators can define PolicyNumberFormat and QuoteNumberFormat using supported variables such as Year, Province, PolicyPrefix, ProductReference, and SequenceNumber, while existing products will continue using the default formats if no configuration is provided.

 

Subscription Documentation

Subscription documentation can now be configured to hide the Name and Signature columns in the List of Subscribing Companies section for specific documents, such as the Quote Summary. This allows signatures to be omitted on selected documents while continuing to display them on others like the Declaration or AFI. If you have an internal product designer, please reference the guide for more information. If you would like to implement this new functionality, please submit a support change request.

 

Closed Work Item for Policy Reversal

Customers can now see a closed work item in the worklist when a policy reversal occurs, providing a clearer view of the full sequence of policy lifecycle events. This update aligns reversal events with existing lifecycle activities so users can better understand what has happened to their policy directly from the worklist.

 

Quote Summary Excludes Coverage Groups Not Present and With $0 Values

The Quote Summary will now exclude Coverage Groups that are not present on the policy and have $0 values, ensuring only applicable coverage information is displayed. This prevents unused Coverage Groups from appearing on the Quote Summary and improves clarity for users reviewing policy details. 

 

Configure Manual Subscriptions at Renewal

You can now configure whether manual subscriptions are retained at renewal or cleared so automated insurer assignment can run again, giving your team more control over renewal behavior. This update supports existing setups by default while allowing products to be configured to either keep manual subscriptions year over year or reset them during renewal.

If you have an internal product designer, please reference the guide for more information. If you would like to implement this new functionality, please submit a support change request.

 

Rules Processing Indicator

A new, more subtle rules processing indicator is now displayed within the funnel to improve the user experience when system rules are running. When a user attempts to move to the next step, a lightweight visual indicator (such as a shimmer effect) appears and temporarily prevents progression until processing completes, reducing disruption while maintaining proper validation.