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Product Updates

Follow product releases that bring new automation, transparency and precision to every stage of your insurance workflow.

Oct 2026
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October 2026

  • Quotes: Brokers can recommend a quote option and explain why, and boards and managers see the recommendation.
  • Companies: A company overview with offices, and a new Accountant role.
  • Vendors: Link buildings to a vendor right after adding it.
  • Reporting: A coverage summary shows insurance coverage at a glance.
Sep 2026
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September 2026

  • Unit insurance: Record several owners per unit, and all of them receive insurance emails.
  • Unit insurance: Record each unit policy's number and carrier.
  • Vendors: The vendor form now shows upload progress.
Aug 2026
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August 2026

  • Buildings: Editing a building now walks you through it step by step.
  • Vendors: Vendors can submit several policies at once.
  • Policies: Related policies are grouped together.
Jul 2026
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July 2026

  • Dashboard: The dashboard now shows insured and uninsured building counts, and claims open longer than three months.
  • Buildings: A new Renewed status, plus suggested next steps based on when insurance expires.
  • Brokers: Assign more than one broker to a building.
  • Policies: Uploading documents and creating policies is simpler.
  • Vendors: See vendor insurance expiration dates at a glance.
Jun 2026
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June 2026

  • Unit insurance: Details fill in automatically from an uploaded certificate, and you can work through pending units one after another.
  • Policies: Coverages now follow the structure of real policies more closely.
May 2026
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May 2026

  • Policies: Uploaded policies now fill in sub-coverages and insurer ratings, so there is less to type.
  • Unit insurance: A pending status for shareholder insurance, and alerts sooner for expiring coverage.
  • Mobile: Managing buildings and filling out forms is easier on smaller screens.
Apr 2026
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April 2026

  • Policies: Upload a policy or schedule of insurance and AI fills in the details, even from several documents at once.
  • Unit insurance: A dedicated unit insurance page, a shared library of resources and a reusable checklist of insurance requirements.
  • Quotes: Save quotes as drafts and finish them later.
  • Reporting: Report on claims for a single building or the whole portfolio.
Mar 2026
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March 2026

  • Notifications: New notifications for claim updates, quote decisions, policy expirations, policy cancellations and vendor approvals.
  • Vendors: Vendors get automatic reminders before their insurance expires.
  • Quotes: Quotes show which details are still needed.
  • Buildings: Prompts to fill in missing building details.
Feb 2026
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February 2026

  • Vendors: Suggested matches when you add a vendor, and a secure way for vendors to share private documents.
  • Reporting: Building reports now include unit compliance, and you can export them as PDFs.
  • Claims: Claims show their related policy number and are easier to sort.
Jan 2026
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January 2026

  • Unit insurance: See how soon each unit's coverage expires, with follow-up reminders.
  • Reporting: New filters and percent changes for comparing buildings.
  • Navigation: Search for any building from the side menu.
Dec 2025
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December 2025

  • Unit insurance: Upload insurance for many units at once and see each unit's status.
  • Reporting: Report on one building or several at once.
  • Navigation: A path at the top of each page shows where you are and lets you go back.
  • Claims: Classify claims by subtype.
Nov 2025
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November 2025

  • Vendors: A full insurance history for each vendor, and vendor profiles that show their linked buildings.
  • Insurance requests: Property managers can request updated insurance details.
  • Claims: Filter claims by building.
  • What's new: Release notes inside the app whenever new features are added.
Oct 2025
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October 2025

  • Vendors: Brokers can request insurance from a vendor and approve or reject what the vendor sends.
  • Reporting: Loss runs now include the cause of loss.
  • Policies: Premium details now include taxes and fees.
  • Permissions: Finer control over what property managers and brokers can see and edit.
Sep 2025
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September 2025

  • Dashboard: Each role now has a dashboard tailored to it.
  • Buildings: Find buildings by when their insurance expires.
  • Large portfolios: The building list stays quick, even for large portfolios.
Aug 2025
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August 2025

  • Reminders: Automatic emails when insurance is close to expiring, including unit owner insurance.
  • Users: Administrators can change roles and assign users to buildings from one page.
  • Policies: Adding a policy is faster, with details filled in for you.
Jul 2025
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July 2025

  • Unit insurance: Upload insurance for each unit, review it in one place and download the full history as a spreadsheet.
  • Dashboard: A dashboard for board members shows their building's insurance at a glance.
  • Reporting: Reports now include loss ratio.
Jun 2025
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June 2025

  • Unit insurance: Record more than one policy per unit, each with its own dates and documents.
  • Quotes: Compare replacement cost and general liability across quotes, and filter quotes by policy type.
  • Users: See everyone in your organization, with clearer invitations and roles.
  • Security: Choose how you receive two-factor codes.
May 2025
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May 2025

  • Reporting: New portfolio reports for property managers and brokers, with upcoming policy and vendor expirations at a glance.
  • Unit insurance: Track unit owner and shareholder insurance, and preview uploaded documents without leaving the page.
  • Vendors: Keep several insurance documents for each vendor.
  • Security: Two-factor authentication for your account.
  • Notifications: Filter notifications by date and by building.
Apr 2025
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April 2025

  • Buildings: Upload many buildings at once from a spreadsheet, and see each building's next insurance expiration at a glance.
  • Dashboard: Color-coded countdowns show which insurance is expiring soon.
  • Quotes: Attach more documents to each quote.
Mar 2025
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March 2025

  • Quotes: Brokers can create quotes, and boards and managers can review and compare them.
  • Policies: Update policy details, deductibles and financial details directly.
  • Buildings: Assign property managers and board members to each building.
  • Mobile: The app is easier to use on tablets and phones.
Feb 2025
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February 2025

  • Vendors: Keep every vendor and contractor, with their insurance details, in one list.
  • Policies: Browse a building's policies and open any one for full details.
  • Claims: Track claims, grouped by policy type.
  • Quotes: Review renewal quotes side by side.
  • Messaging: Chat with the people on your buildings and see new activity in a notifications panel.
Jan 2025
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January 2025

  • Buildings: Add buildings step by step, with address suggestions and documents attached as you go.
  • Building pages: Every building gets its own page with its policies, claims and people.
  • Companies and users: Manage the companies and users connected to your buildings in one place.
  • Sign-in: A redesigned sign-in page and a simpler way to reset your password.
HOA ListingHOA Listing
Insurance PlansInsurance Plans
Insurance DetailsInsurance Details
Autonomous OperationsAutonomous Operations
Instant MessengerInstant Messenger
Proactive MaintenanceProactive Maintenance
PropertiesProperties
130+ Available Brokers130+ Available Brokers
Smart Document ReadingSmart Document Reading
HOA ListingHOA Listing
Insurance PlansInsurance Plans
Insurance DetailsInsurance Details
Autonomous OperationsAutonomous Operations
Instant MessengerInstant Messenger
Proactive MaintenanceProactive Maintenance
PropertiesProperties
130+ Available Brokers130+ Available Brokers
Smart Document ReadingSmart Document Reading
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