October 9, 2026 – Smarter Claims Email Tracking and Clearer Quote and Policy Screens
This release helps claims handlers follow customer correspondence automatically, gives product teams control over how quote and policy summaries are presented in the Customer Portal, and makes total premium easier to see at a glance.
Component: BOP / Mail and Calendar
When a claims handler tracks an email to a claim, customers' replies to that conversation are now picked up automatically and appear in the claim context alongside the original message. Seamless matches incoming replies to conversations that are already being tracked and updates the claim in the background, with handlers notified as new messages arrive, so nobody needs to find and track each reply by hand.
Value: Gives claims teams a complete, up-to-date record of customer correspondence on every claim, saving handler time and reducing the risk of missed replies.
Component: BOP / Customer Portal
Product teams can now define, as part of the product configuration, which sections of the Quote Summary and Policy Summary are collapsed by default. The Customer Portal follows this setting, so customers see a tidy overview first and can expand the sections they want to explore in more detail.
Value: Lets organisations tailor how their products are presented, delivering cleaner, easier-to-read summaries that help customers focus on what matters most.
Component: Sales
The total premium is once again shown at the bottom of the screen, so the overall price is visible at the point where users review and complete their work.
Value: Improves clarity and confidence for users and customers by keeping the headline price easy to find while they review a quote.
Summary:
This release brings together smarter claims correspondence tracking, more flexible presentation of quote and policy information in the Customer Portal, and a clearer view of total premium, helping teams work more efficiently and customers understand their cover with ease.