Product Updates

Upcoming Features and Updations (Road map)

Completed (scheduled for update)

New Feature: Master Based Premium Bifurcation
New Feature: Co-insurer cases
New Feature: Convert prospect 3 options via Master (international)

Completed Updates

18 April 2020
New Feature: Inclusion of claim custom fields

04 April 2020
New Feature: Rewards management (Optional)

21 March 2020
Auto reconciliation (New feature added)

07 March 2020
New Feature: Co-insurer cases
Improvements: Convert prospect; with 3 workflows (for international)

22 February 2020
New Feature: Master Based Premium Bifurcation
New Feature: Support for more languages (international; Hebrew, Thai, Indonesian)

08 February 2020
Improvements: UI Improvements on Reason For Loss Master
Improvements: Daily Email Summary

25 January 2020
Improvements: PDF Theme Customization
Bug Fix: Mail listing issue for the privilege cases

11 January 2020
New Feature: International Tweaks (Select Timezone, Currency, Financial Year Start Month)
Bug Fix: Modal window close on click outside disabled

14 December 2020
Improvement: Policy Data Import Improved
Improvement: Added Insurer filter at Upcoming Policies

30 November 2020
New feature: New Report: Balance Due Report (optional, only when credit allowed)
New feature: Custom Fields (Client, Policy)

16 Nov, 2019
Improvement: Changed all pages & reports to list policies by IRDAI Business Date wise

2 Nov, 2019
New feature: Customize Theme, PDF revamp
Improvement: Set Policy to be renewed default at Policy Master

19 Oct, 2019
New feature: Booked In (optional) – masters, add/edit policy, filters

12 Oct, 2019
Improvements: Major Migration → moved to highly available, replicated cloud environment

5 Oct, 2019
Improvements: All masters (except RFQ) changed to click & expand, and modal windows
Bug fix: Reworked write off logic at Accounts

21 Sept, 2019
Improvements: More privileges controls added to Employee Master
Bug Fixes: Changes in Home > Pending Tasks listing

7 Sept, 2019
Improvements: Premium Register improvements
Improvements: Accounts related minor improvements

24 Aug, 2019
Improvement: Credit Note, Debit Note and Net Premium added to Invoice with statement Download.
Improvement: Added Client Attachments, and Other Attachments
New Feature: Added Client Credit (for International Customers)

10 Aug, 2019
New Report: Member Business Summary added
Improvement: Added Due Today, Due Tomorrow, Due This Week, etc to Installments

30 Jul, 2019
Bug Fix: Error at creation of new RFQ from Policies > Upcoming; fixed

25 Jul, 2019
New Feature: Organisation Master Added. Set organisation name, logo and default email footer here. Email footer has variables Employee Name, Designation and Branch.
Improvement: Write Off Logic at Accounts Module has been updated to accommodate certain use cases

22 Jul, 2019
New Feature: Added new drop down ‘Policy to be renewed’ at Policy master; this will be the default renewal condition during Policy Add.

30 Jul, 2019
Bug Fix: Error at creation of new RFQ from Policies → Upcoming; fixed

25 Jul, 2019
New Feature: Organisation Master Added. Set organisation name, logo and default email footer here. Email footer has variables Employee Name, Designation and Branch.
Improvement: Write Off Logic at Accounts Module has been updated to accommodate certain use cases

22 Jul, 2019
New Feature: Added new drop down ‘Policy to be renewed’ at Policy master; this will be the default renewal condition during Policy Add.