Here are the release notes for 26H released on July 3, 2026. If you have any questions, please don’t hesitate to reach out to customer support.

 

Admin Module, Gateway Module & Policy Module

 

Activity Record for System-Generated Emails

The system now automatically creates an activity record every time a system-generated email is sent, giving you a clear, searchable log of outbound communications directly in the Activities tab. Users with permission can open the Resend modal to view the full email content and resend it to the original recipients with a single click. A record of who resent it and when is automatically captured for full accountability. To activate this feature, please submit a support ticket to have the SYSEMAIL activity onboarded for your organization. Once onboarded, navigate to the Admin module to enable the Resend Email permission for the appropriate user roles.

 

Finance Module

 

Multiple Selection & Apply Bulk Actions

You can now select multiple transactions at once in the Accounts Receivable In Progress screen and apply bulk actions in a single step. A "Select All" option is also available to quickly grab every row at once. All bulk actions are now accessible from the three-dot menu (⋯) at the end of the table headers, including: Reconcile All, Reconcile Selected, Reset All, Reset Selected, Remove All Unreconciled, and Remove Selected. Once all transactions have been reconciled, the Complete button in the top-right corner of the screen becomes active(same as before), allowing you to finalize and close off the reconciliation.

 

Finance Module & Gateway+

 

Change Payment Method Workflow Update

Customer change payment method updates now happen in fewer steps. After you look up your policy, your payment details form appears right on the same page — no extra pop-up window required. Your customers will always see the correct payment form for your given payment gateway account automatically. No changes are required on your end; this update happens automatically.

 

Policy Module & Gateway Module

 

Configure to Collect First Payment on Same Day as Purchase

You can now configure policies to collect the first payment on the same day as the purchase even if policy is future-dated policies. This gives you greater flexibility in managing when initial payments are collected, without being tied to a policy's effective date. This also applies to Gateway+. Please submit a support ticket to have this option onboarded for your account.

 

Add Broker Contact Directly

You can now add a broker contact directly when using the Start New Quote action from an applicable Work List item. This option is available to users who have permission to add broker contacts.

 

Policy Module

 

Flexible Descriptions for Multi-Section Contracts

You can now set a separate printed description for each section of a contract, giving you finer control over how multi-section contracts appear on documents. Contracts that use a single description will continue to work exactly as before — no changes required on your end.

 

Stakeholder Module

 

Select Multiple Broker Codes & Broker Offices, Extended Comment Field

When adding or editing an attachment in the Stakeholder section, you can now select multiple Broker Codes and Broker Offices at the same time, making it easier to associate a single attachment across multiple offices and codes in one step. The comment field has also been expanded to give you more room to add context to your attachments (5000 characters).