Release Radar: What’s New in the Modular Solutions Platform August 2026

Welcome to our monthly roundup of new features released for the Modular Solutions platform that were released in August 2026. With a fast-paced three-week development cycle, we’re constantly innovating to bring next-level technology to our clients. (You can find the July 2026 Release Notes here.)

Here’s what was released to the Modular Solutions platform in August 2026:

Admin Module

Branding is Protected during Onboarding Uploads

Settings and branding are now applied only when deliberately selected during an onboarding upload, instead of being included automatically. This prevents an incomplete or incorrect sheet from unintentionally overwriting or clearing a client’s theme.

Password Reset Emails in Preferred Language

Password reset emails are now sent in the recipient’s preferred language where a version is available, starting with French. If no localized version exists, the standard English email is sent as before, so a reset email always arrives.

Admin Module, Finance Module, Reinsurance Module & Stakeholder Module

Ability to Place Open Market Business Where Another Insurer Issues the Policy

You can now place open market business where another insurer issues the policy: the system handles the money side — collecting from the insured or brokerage and tracking what’s owed to the issuing insurer — while leaving that insurer’s own policy documents to them, so nothing is duplicated. You can also set an admin fee to be shared, in full or in part, with a brokerage or reinsurer; when the fee is collected, the portion owed to them is tracked automatically and shown as a net amount on their statement, removing the need for manual adjustments. If you’d like the new setup enabled for your account, please submit a support ticket.

Admin Module, Finance Module & Stakeholder Module

Permanent Record of Every Reconciliation Deposit

When a receivable or payable reconciliation is deposited, the system now creates a locked activity record on the brokerage with the reconciliation PDF attached and the reconciliation notes captured exactly as entered. Voiding and re-depositing creates a fresh record, so you keep a complete and reliable audit trail. Contact support if you would like this enabled.

Claims Module

Automatic Salvage Recovery Updates

Salvage recoveries can now update automatically. When you record the amount a salvage item sold for, any related outstanding recovery is reduced by that amount right away. If the item is later marked as unsold, the adjustment reverses automatically — so your recovery balances stay accurate without manual clean-up. If you’d like to use this feature, contact Support to have it turned on in your system.

Control Related Party Visibility

You can now control which related parties are visible to brokers, so sensitive contacts — such as legal, fraud, or investigation parties — can be kept private and hidden from external broker views. Related parties that aren’t marked private continue to appear as usual.

Category for Reserve Allocations

You can now assign a category to your reserve allocations and see it displayed in the claims view. This gives you clearer visibility into how your claims payments are classified.

Finance Module

Setup Errors Are Caught Immediately

Accounting setup files are now checked as they are loaded. A rule that refers to a fee that does not exist, an overlapping rule, or a mistyped entry is rejected right away with a plain-language message naming the exact value to correct — instead of surfacing days later as policies missing from the ledger. Clients already live are unaffected.

Salvage Recoveries Post Automatically

When a salvage transaction is recorded on a claim, the matching accounting entries are now created automatically. The recovered value is reflected in your financials and the net cost of the claim stays accurate, with no manual bookkeeping step.

Account Names on the General Journal

The General Journal report now shows a separate Account Name column beside the account code, so entries can be read at a glance without cross-referencing the chart of accounts. Available in all supported languages.

Summary Entries Split by Brokerage & Reinsurer

Receivable and payable summary entries sent to your accounting system can now be split out by individual brokerage and reinsurer instead of arriving as a single combined amount. Each deposit you receive can be matched directly to its own line, removing the manual breakdown. This is optional — leave it off and entries arrive exactly as they do today.

Finance Module, Gateway Module & Policy Module

See Which Gateway Processed Each Payment

You can now see which payment gateway (e.g., ZumRails or Bambora) processed each payment attempt, right on the Payments and Balance screen — no need to leave the screen to check. Available in both Modular and Valet.

Collect Overdue Credit Card Payments Immediately

You can now collect an overdue credit card payment immediately, right from the payment screen, instead of waiting for the nightly batch. After confirming, you’ll see right away whether the payment succeeded or failed — so you can let your client know before you hang up the phone. No changes required on your end; this option appears automatically on eligible payments.

Finance Module

Streamlined Payment Authorization with ZumRails

We’ve streamlined the payment authorization step when using ZumRails as your payment gateway. If you already have a financing agreement in place that covers the required terms, your customers won’t be asked to confirm ZumRails’ terms and conditions a second time — keeping the process quicker and less repetitive. If a financing agreement isn’t in place, ZumRails’ terms and conditions will continue to display as needed. No changes are required on your end to take advantage of this.

Gateway Module & Intelligence Module

Quote Abandoned Report Now Available

A new Quote Abandoned report is now available for Gateway Plus, giving you visibility into leads that started but didn’t complete a quote. It includes client contact details, product and property information, quote status, drop-off point, and quoted premium, and can be exported for use in your downstream marketing and follow-up workflows.

Policy Module & Intelligence Module

Gateway+ Source

Items and quotes created through Gateway+ are now identified by their own source, so they appear accurately in your reports. You can also filter your work list by the Gateway+ source to quickly find these items.

Policy Module

Risk Group Locations Shown in Policy Documents

Policy documents now show the location for each risk group in the subscription section, matching the address details already shown on screen. This makes it easier to see exactly which location applies when the same risk group is subscribed across different contracts.

Policy Module & Product Module

Improvements to Commission Percentage Accuracy

You can now enter commission percentages with greater decimal precision, and the exact value you enter is kept throughout — values are no longer rounded to the nearest whole percent. This means more accurate commission amounts across coverage and subscription details.

Policy Module & Reinsurance Module

Place & Manage Open Market Business Issued by Another Insurer

For open market policies, you can now place and manage business issued by an outside insurer through the same quote, issue, change, and renewal process as your other policies. When an outside insurer issues the policy, you can capture their policy number so it appears on your documents and is searchable, and it is required before issuing so it is always on file. Fees can also be shared with a brokerage or reinsurer, with the split handled automatically.

Product Module

Declaration & Quote Proposal Premium & Fee Display Options

Product designers can now configure the declaration page and/or the quote proposal to show premium and fees or just premium.

Stakeholder Module

Additional Configuration in Onboarding

Onboarding now captures additional broker employee, broker code, broker office and brokerage details — including preferred language, website URL, contact type and directory visibility — so they are in place from day one instead of needing manual setup afterwards.