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O. Modular Release Notes - 2025
Releases for Sprint - 25O Claims Module , Finance Module , Gateway Module , Policy Module & Product Module * Fees can now be overridden through the rules, allowing your product designer to set fee override amounts. If you have an internal product designer, please refer to the guide for more information.…
M. Modular Release Notes - 2025
Releases for Sprint - 25M Finance Module * A new Filter by Keyword option has been added to improve navigation within the A/R (Accounts Receivable) Reconciliations (Deposited) list. The keyword search currently supports filtering existing columns only — such as Broker Code or Deposit Date (Month/Year). The k…
P. Modular Release Notes - 2025
Releases for Sprint - 25P Claims Module , Finance Module , Gateway Module , Policy Module & Product Module * Rules can now add or remove optional and default fees at both policy and risk-group levels, while mandatory fees remain fixed. If you have an internal product designer, please refer to the guide …
N. Modular Release Notes - 2025
Releases for Sprint - 25A Finance Module * A/R Reconciliation (In Progress – Edit Mode): An existing overpayment credit from a broker’s account can now be applied to a policy during A/R reconciliation. Credits previously recorded in the broker’s A/R account can be selected and applied to one or more policies…
Q. Modular Release Notes - 2025
Releases for Sprint - 25Q Finance Module * Modular now allows you to reconcile premium finance funding from any supported loan provider. Simply select your loan provider, import their disbursement statement in the standard format, and Modular will auto-match funding to open A/Rs for quick and accurate reconc…
L. Modular Release Notes - 2025
Releases for Sprint - 25L Claims Module * When deleting an attachment, a claims user will now see a confirmation modal. Finance Module , Gateway Module & Policy Module * A system-generated activity can now be created whenever payment method and payor information is updated. This activity will includ…
D Modular Solutions Release Notes 26D
Here are the release notes for 26D released on April 8, 2026. If you have any questions, please don’t hesitate to reach out to customer support. Claims Module Claims Loss Payments - Risk Subtotal & Total Claim Summary The Summary section has a new layout for the Payment Summary, Total Losses, and Total Expen…
F. Modular Release Notes - 2025
Releases for Sprint - 25F Admin Module * We’ve added a footer to the Home module page to help users stay informed and get help when needed. The footer now includes: A link to Modular Solutions Announcements A link to the Modular Solutions Support Desk for logging in and submitting support requ…
B. Modular Release Notes - 2025
Releases for Sprint - 25B Finance Module * Added a "Partial Reconcile" action within A/R reconciliation, allowing users to apply custom partial amounts to specific transaction items, track partially reconciled amounts, and ensure proper handling of journal entries. Claims Module * The claims worklist wil…
D. Modular Release Notes - 2025
Releases for Sprint - 25D Admin Module , Finance Module & Claims Module * We’ve introduced a new Claim Fee tab in the billing onboarding template that enables users to create journal entries for claim fees based on the "status" of a claim (ie: Closed, Opened, Reopened etc). Please submit a ticket to our sup…
