September 2026 Release Radar
Welcome to our (late) monthly roundup of new features released for the Modular Solutions platform during September 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 August 2026 Release Notes here.)
Here’s what was released to the Modular Solutions platform in September 2026:
Gateway Module & Intelligence Module
Quote Abandoned Report
A new Quote Abandoned report is now available for Gateway+, giving users 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 downstream marketing and follow-up workflows.
Gateway Module & Policy Module
A Cleaner, More Mobile-Friendly Quote Navigation
We’ve redesigned how you move through a quote on both mobile and desktop. On mobile, the step navigation now tucks into a compact bar that expands into a full view only when users need it — giving them more room to focus on the questions in front of them. On desktop, the step icons have a refreshed look to match our updated design. No changes are required.
A New Guided Start Quote Experience
Starting a quote is now a simple, step-by-step experience — choosing a category, line of business, and product one screen at a time, with a progress indicator showing where users are along the way. The steps they see adjust automatically based on what’s available to them, so they’ll only be asked the questions that apply. No changes are required.
Search Results Show Policy Numbers for Policies Underwritten By Another Party
When a policy is underwritten by another party, search results now show that party’s policy number, so users can find the policy by the number they actually work with. Users can also search by any alternate policy number recorded on a policy, including numbers from earlier terms, changes, and renewals.
Reorder Risk Groups on Quote
Users can now put the risk groups on a quote in the order that makes sense to them — open Reorder Risk Groups and drag them into place. The user’s chosen order carries through the quote, including generated documents and risk group lists. The primary risk group always stays at the top.
Improved User Interface
Applicants can now review everything they’ve entered — all their answers, grouped by section — on a single screen before moving forward, with a quick way to jump back and make a change if something’s wrong. Coverage limits and pricing details stay on the quote summary, where they belong. This step is optional and can be turned on per product.
Risk Group Selection Screen Improvement
We’ve streamlined the risk group selection screen to match the same clean, card-based experience used elsewhere in the quoting flow. This update is fully backwards compatible, so nothing changes to the existing setup.
Clearer Navigation
We’ve separated the actions that move you through a quote from the ones that apply only to the step the user is on. Step actions such as Add Another and Add New now sit with that step’s content, so it’s clearer what to do next. Navigation buttons such as Back, Save & Exit, Continue, and Calculate appear in the same place at the bottom of every page. This enhancement is automatically released for everyone.
Card Layout for Information
Claims History, Operators, Suspensions, and Convictions now display information using a clean, consistent card layout, making it easier to scan and review at a glance. This enhancement is automatically released for everyone.
Start Page Sidebar
Before a quote or policy number is generated, the sidebar on the start page now shows the product name, so users always know what they’re working on. This enhancement is automatically released for everyone.
Additional Interest Layout
We’ve redesigned the additional interest’s layout to make entering them faster and easier. At the policy level, additional interests are now entered inline, right where users are working. At the risk and coverage level, they open in a dedicated view, so the details stay organized and easy to complete. This enhancement is automatically released for everyone.
Claims Module & Reinsurance Module
Per-Occurrence & Aggregate Claim Limit Tracking
If an organization participates in a self-insured retention program, users can now capture their per-occurrence and aggregate claim limits directly on their reinsurance contracts and set claim limits independently of policy limits. As claim payments are made, they’re automatically tallied against those limits by contract, section, and coverage group — so users can see how close they are to retention at any time.
Salvage Information Flows Automatically
When a salvage item on a claim is marked as sold or unsold, that information now flows automatically into Reinsurance. Reinsurance keeps a running salvage total for each contract section and coverage group, and sale amounts are tracked separately from payments. This keeps reinsurance recoveries accurate as salvage is recovered. This enhancement is happening automatically.
Reinsurance Module & Policy Module
Reinsurance Capacity Includes Quotes & In-Progress Renewals
Reinsurance capacity now accounts for quoted versions and in-progress renewals, not just issued policies, giving users an earlier and more accurate picture of what capacity remains. Capacity is automatically released when a quote is issued, discarded, or its work in progress is closed, so totals stay current without manual cleanup.
Finance Module
Reconcile Reinsurer Recoveries in a Single Pass
When a reinsurer sends a payment covering many claims, users can now settle every recovery it covers in one go rather than opening each claim individually. Select the recoveries the payment covers and watch the running total build as users go, so they can confirm it matches the cheque before they deposit. Short payments are handled: apply what was received and the balance stays outstanding for you to collect later. Each claim is marked paid on the deposit date chosen, and a deposit can be voided if a payment is returned.
Admin Fees Included Into Financial Reporting
Admin fees payable to brokerages and reinsurers now flow into financial reporting alongside existing commission and premium transactions, tagged by fee type and traceable back to the source fee for reconciliation. Note: fees created through a manual adjustment are not yet included — that’s tracked as follow-up work.
A More Flexible Payables Reconciliation Grid
Payables reconciliation now offers the same enhanced grid as receivables: choose which columns to display, sort and search across them, control how many rows appear per page, and remove rows individually rather than all at once. Excel exports include the full set of columns regardless of what is shown on screen.
Summary Entries Split by Brokerage & Reinsurer
Receivable and payable summary entries sent to accounting system can now be split out by individual brokerage and reinsurer instead of arriving as a single combined amount. Each deposit received 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.
More Visibility When Reconciling by Parent Code
Users can now see the broker office associated with each parent code directly in the selection list, making it easier to pick the right code the first time. A new brokerage filter lets users narrow the list to a single brokerage when they’re working with a large number of codes. Parent codes are now included in results even when no activity has been recorded against them, giving users a complete view. No changes are required. The filter is optional and everything works as it did before until a user chooses to use it.
More Flexibility in How Claim Payments Post to Your Books
Users can now reduce outstanding claim liability directly through claim payments, giving them more control over how claims activity is reflected in their accounts. This makes it easier to keep loss and reserve balances clearly separated and to match bookkeeping to the way the finance team already works. Existing bookkeeping continues to work exactly as before, so no changes are required unless users would like to use this feature.
A Cleaner, More Consistent Accounts Payable Reconciliation Screen
We’ve tidied up the accounts payable reconciliation screen so the actions used the most are easier to find. Options to reconcile, reset, or clear all entries at once are now grouped together in a single menu at the top of the table, leaving the screen header clean and focused. Accounts payable now works the same way as accounts receivable, so both screens feel familiar as users move between them. Everything behaves exactly as it did before.
Gateway Module
Filter Work-in-Progress by Source
Users can now filter your work in progress by source in Gateway, making it easy to see which items came in through Gateway and which came through Gateway Plus. Gateway Plus items can also be assigned to Gateway users.
Intelligence Module
Commission Rates Display Full Decimal Precision
Commission rates now display with their full decimal precision on broker statements and invoicing reports, so detailed rates appear exactly as entered rather than being shortened. Currency amounts continue to display to two decimal places, as expected.
Policy Module
French Currency Formatting on French-Language Documents
French-language documents now display dollar amounts using French currency formatting, with the dollar sign after the amount (for example, 1 500 $). This applies across all products and document templates. English documents are unchanged.
Additional Interests Proof of Insurance
Users can now request a Proof of Insurance for specific additional interests directly from the certificates screen. A separate document is generated for each interest selected, showing only that additional interest.
Reinsurance Module
Start & End Date for Reinsurance Contracts
Reinsurance contracts can now be given a start and an end date, so each policy is matched to the contract that was in effect when its term began. Quotes still in progress automatically pick up the current contract when they are issued, and every coverage moves together — so a single policy is never split across two contracts. Policies that have already been issued stay exactly as they are, on the contract they were underwritten with.
Stakeholder Module
View & Change Grouping of Broker Statements from Brokerage Records
Users can now view and change how a brokerage’s statements are grouped directly from the brokerage record. Choose whether a brokerage receives a single combined statement, separate statements by parent broker code, or a statement for each broker office — and see exactly how many statements each choice produces before confirmation. Corrections that previously required a brokerage to be set up again can now be made in a few clicks.
Product Module & Policy Module
Automated WIP Closure
Users can now have work-in-progress (WIP) items close automatically once they haven’t been updated for a set number of days, so stale items no longer need to be cleaned up by hand. Users choose whether to turn this on for each product and how many days an item can sit before it closes. Users who have permission to manage WIP items can reopen any item that was closed this way. This feature is off by default. This setting can be updated by your team within the Product Module in Product Configuration.
All Modules
Header Navigation
The user’s name and avatar now appear in the header, with a menu for account actions — such as changing password and sign out — all in one place.
Breadcrumb Navigation
We’ve laid the groundwork for a consistent breadcrumb-style trail (for example, “Policy Module / Overview”) that will appear across redesigned screens, making it easier for users to see where they are and navigate back.