Here are the release notes for 26E released on April 30, 2026. If you have any questions, please don’t hesitate to reach out to customer support.

 

Admin Module

 

Self-Serve Password Changes

Self-serve password updates are here. Head to the logout menu in the top corner of your screen in any Module, select Change Password, and update your credentials in seconds — no support required.

 

New Email Templates for Additional Interests

You can now automatically send Proof of Insurance documents to each Additional Interest on a policy using a customizable email template. The system ensures each recipient receives only their own Proof of Insurance, sent directly to the email address associated with them on the policy — even when multiple Additional Interests are present. Please submit a support ticket if you would like this email template enabled.

 

Activity & Email for Dispute Payment Actions

For internally financed policies, payment disputes are now easier to track. When a client initiates a dispute, the payment schedule updates to show a “Disputed” status — giving you a clear, real-time view of where each payment stands. You can also trigger an email notification and log an activity whenever a dispute occurs. To enable these features on your account, please submit a support ticket to request activation.

 

Valet Integration: Activity & Email Templates for Dispute Payment Actions

For externally financed policies, payment disputes are now easier to track. When a client initiates a dispute, the payment schedule updates to show a “Disputed” status — giving you a clear, real-time view of where each payment stands. You can also trigger an email notification and log an activity whenever a dispute occurs. To enable these features on your account, please submit a support ticket to request activation.

 

Claims Module

Configurable Automation of Related Party

You can now choose to have reinsurers automatically added as related parties when a claim is created, saving time and reducing manual setup. If automatic creation is turned off or fails, the claim still saves successfully, and you can still add related parties manually. No changes required on your end unless you'd like to turn this on.

 

Manual Trigger to Create Reinsurers from Claims UI

Reinsurers can now be created as Related Parties on demand directly from a claim. This allows users to add the reinsurers on individual claims as needed, or manually add them in the event that auto-creation failed. This functionality is already live in your environment, no setup required.

 

Intelligence Module

 

A/R Statement Formatting

A new “Broker Summary” page has been introduced to the Broker Report to provide an aggregated, accounting or effective -date-driven view of brokerage financial transactions. Key enhancements: 

• Added a dedicated summary tab with hierarchical grouping by Brokerage , Broker Office and Broker Code

• Displays aggregated metrics including Transaction Gross Premium, Brokerage Commission, Total Admin Fee, and Payment Due

• Supports dynamic filtering by Accounting Date / Effective Date, Billing Type, Line of Business, Product Type, Policy Number, and Transaction Type. 

This enhancement provides a reliable source for reconciliation and validation against broker statements.

 

Name Change of Broker Statement to “Broker Report”

We have renamed the standard Power BI "Broker Statement" to "Broker Report" across all environments (training/UAT and live production). This is a naming change only; report content and structure remain unchanged.

 

Policy Module

 

Implement Inception Date/Discounts

The Quote Summary now displays the policy’s inception date above the full-term premium and shows all applied discounts and their percentages so underwriters and advisors can easily verify premium impacts. 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.

 

Gateway Module, Policy Module, & Product Module

 

Internally Financed Branded Payment Schedule with Premium Financing Agreement Combined

Internally financed payment schedules now display a polished, professional layout. It includes Named Insured, Brokerage details, policy number, coverage term, and total amount. This gives you a document you can share with customers with confidence.

 

When a Premium Finance Agreement is part of the transaction, the payment schedule and Premium Finance Agreement are combined together as a single PDF, keeping everything in one place. Standalone payment schedule downloads remain available as usual. If you would like your company logo added or any fields disabled, please submit a support change request ticket.

 

Product Module

 

New Product Configuration: Copy Settings from Previous

When adding a new Product Configuration in the Product Module, you now have the option to copy the settings from a previous configuration and then edit the fields that you want to change, rather than having to add all the settings as net new. This reduces the chance of errors in re-entering info and allows you to only edit the fields that you need to, rather than having to start from scratch each time.