3rd July 2026
- Reports – Group by Servicing roles in New Business, Cancellation and Renewed
- Dashboard – Agent Overview Report – Open/Won/Lost Cards & Quote by Agent
- Header Menu – Add Access Control Options for Pipelines, Checklists, Custom Forms, and Templates Under Agency Groups
- Opportunities – Automatically Create Pipeline Cards for Auto No Home and Home No Auto Policies Based on the Configured Probability Threshold
- Pipelines – Servicing roles in Pipeline card- EPIC
- Settings – Set Up and Use the InsuredMine Connector with ChatGPT
- Settings – Set Up and Use the InsuredMine Connector with Claude
15th July 2026 - Forms – Generate and Share QR Codes for Forms
- esignature – Reorder Documents While Uploading for eSignature
- Engagement – Account Active Premium, Account Active Commission, and Agency Filters in Workflows (EPIC)
- esignature – Access Contact 360, Account 360, and Pipeline Cards from eSignature Completion Email
- Pipelines – No Assignee Filter for the Pipeline Board and Pipeline Automation
- Engagement – Servicing Roles Filter in Workflow (EPIC)
