Changelog

September 2026

Portal collection, ACORD 25 extraction, endorsement-aware rules, 60/30/15/7 chasing, the review queue, CSV import and export, the free COI checker, the ROI calculator, and vertical templates for property management, HOA, venues, cleaning, fitness, franchises, equipment rental, and staffing.

W-9, license, and bond collection, property-system CSV mapping, connected status updates, a tamper-evident activity history, and compliance report export.