Release Notes – January 2026

13th January 2026

1. 1. Header Menu – Notice Board Visibility
   2. AI Voice Agent – AI Voice Agent Module – Inbound and Outbound Call Management
   3. Reports – Group by “NAICS” in the PDB Report
   4. Reports – New Business Data should be based on Entered date rather than the Effective date of the policy – (Epic Agencies)
   5. AMS Integrations – Board setting – Account sync to AMS
   6. Integrations – InsuredMine Add-In for Outlook Desktop Ap/Web Browser
   7. Policies and Reports-  Issuing Location Filter in Policy and Book of Business Module – Epic
   8. Policies – QQ Policy Sync
   9. Pipelines – Renewal Process Change – Policy Type