Release Notes – May 2026

6th May 2026

1. Engagement – Estimated Commission Filter in the Renewal & New Policy Workflow (EPIC)
2. Engagement – Agency Filter in the Renewal & New Policy Workflow (Epic)
3. Pipelines – Filter Pipeline Cards by Expected Closing Date
4. Contacts – Enhanced Contact Import & Duplicate Management
5. Reports – Producer as Default Grouping in Reports
6. Settings – Web Lead Integration (Auto, Home, Auto & Home)
7. Policies –  Add Commission Filter on Policy Module
8. Dashboard – Provide Agency Filter in the Master Report
9.  Pipelines – Collapse Pipeline Stages Based on User Preference
10. Carriers –  Add Commission Filter to the Carriers Module
11. Carriers – Provide Agency Filter in the Carrier Module