Here are the release notes for 26I released on July 22, 2026. If you have any questions, please don’t hesitate to reach out to our team.

 

Admin Module

Send Policy Emails Directly to Your Broker Contact

You can now configure email templates to also reach the specific broker employee handling a policy, alongside the insured and brokerage. To use it, assign a broker contact (with a work email on file) to the policy and enable the option on your email templates. No changes required if you don't use this option.

 

Finance Module

Clearer Visibility into Admin Fees on AP Reconciliation

You can now see admin fees broken out separately on your AP reconciliation, in a new "Total Fees" column between Premium and Payable Amount. The former "Total" column has been renamed "Payable Amount" for added clarity. No changes required on your end — these updates appear automatically the next time you open a reconciliation.

 

Claim Reserve Corresponding Financial Journal Entries

When a claim reserve is created or adjusted, the system now automatically generates the corresponding financial journal entries — eliminating the need for manual bookkeeping. Any updates to a reserve amount are also captured accurately, with entries reflecting only the change. Each journal entry is linked directly to its originating claim reserve for full traceability. Submit a support ticket if you require your bookkeeping onboarding file updated new new accounts and bookkeeping rules.

 

Reconcile Related Brokerage Accounts Together

You can now select more than one account when starting an AP brokerage or reinsurer reconciliation, so related payables — like a broker's fee and commission payable — can be reconciled and settled together in a single payment instead of two separate reconciliations. No changes required on your end; selecting a single account still works exactly as it did before.

 

A/R Reconciliation Screen

The A/R reconciliation screen has been significantly upgraded to give finance and A/R teams more control, flexibility, and clarity when working through transactions. You can now customize your view using a column picker that includes eight additional fields:

 

• Broker Code
• Broker Office
• Brokerage
• Primary Named Insured
• Transaction Effective Date
• Policy Number
• Alternate Policy Number
• Legacy Policy Number

 

A keyword search bar lets you filter the grid in real time, and a rows-per-page control (10, 25, 50, 100, or All) means you can work through transactions at whatever scale suits the task. Additional improvements include alternating row shading for easier reading, a more stable table experience that no longer jumps or resets after you take action on a row.

 

Reconciliation Table Usability Improvements

We've made a few refinements to the accounts reconciliation table to make it easier to work with, including improved row selection and menu organization, plus the ability to filter by column. No changes required on your end.

 

Finance Module & Stakeholder Module

Automated Generation & Attachment of Reconciliation

When a receivable or payable reconciliation is completed, the system now automatically generates and attaches the reconciliation PDF directly to the associated brokerage record — no manual steps required.

 

Intelligence Module

Redesigned Broker Statements

Broker statements have been redesigned with a cleaner, easier-to-read layout that works for both individual broker offices and rolled-up brokerage views. Each statement now shows full policy-level detail — including a statement month on every line — replacing summary-only balances so you can see exactly what makes up your account. Statements are available in both PDF and Excel formats, making them easy to share, review, and reconcile.

 

Product Module

More Control Over Product Language Availability

You can now define which languages each product supports. When a language is selected, products that aren't available in that language are clearly flagged, so users always know what to expect. Existing products continue to work in English by default, with no changes required on your end.

 

More Control Over Premium Overrides

You can now choose whether a premium can be manually overridden on a given coverage, giving you tighter control over which coverages are allowed to carry a premium. This is helpful for any coverage that should always stay at zero, helping keep your numbers accurate and consistent. No changes are required on your end — everything continues to work as it does today unless you decide to use the new option.

 

More Control Over Fees During Quoting

You can now review and manage administrative fees directly while building a quote. Add a fee, adjust an amount, or remove one that does not apply — and note the reason for the change, all in one place. Fees stay editable throughout quoting and lock in once the quote is finalized, giving you flexibility up front and consistency between your quote and your issued policy