Release Notes

1st September 2026 Policies –  Policy Sync from IM to HS – CMSMTF Process

12th August 2026 Pipelines – Add Cards Option to Lost Deal Reason and Deal Conversion on Pipeline Dashboard Settings – Agency Level SSO Management with

        3rd July 2026 Reports – Group by Servicing roles in New Business, Cancellation and Renewed Dashboard – Agent Overview Report –

3rd June 2026 Settings –  Call Forwarding Reputation – Filter Google Reviews by Date Range Settings – AI Voice Agent – Multi-Telephony Support (Twilio +

6th May 2026 Engagement – Estimated Commission Filter in the Renewal & New Policy Workflow (EPIC) Engagement – Agency Filter in the Renewal & New

3rd April 2026  eSignatures – eSignature as an Action in Pipeline Automation Settings – Daily AMS Sync – Restriction Controls Engagement – Premium Filter in

3rd March 2026 Header Menu – Agent Dropdown in CC and BCC Field While Sending Email Pipelines – Multiple select and Add Due Date and

4th February 2026 Integrations – Canopy – Agent Level Connect Option Opportunities – Add Assign Drip Option in the X-dates, Auto NO Home & Home

13th January 2026 Header Menu – Notice Board Visibility AI Voice Agent – AI Voice Agent Module – Inbound and Outbound Call Management Reports –

16th December– 2025 Contacts – Option to Select Multiple Age Groups Filter on Contact Module Settings – Group Management Integrations- HawkSoft – Policy-Level Sync Logs

19th November – 2025 Dashboard – Dashboard Expand Widget Pipelines – Pipeline Automation Report (Daily, weekly, Monthly) Pipelines- Dealboard Card AI Summary

11th October – 2025 Form – Forms – Add insured full address field mapping in form automation Account – AI Account Summary Engagement – Add