1. Self Managed Cases
We're giving account users full control over how their cases are managed. With Self Managed Cases, users can now clearly separate the cases they handle independently from those managed by the Advocate team.
Here's what's new:
Visual indicator on cases. Self-managed cases display a dedicated label across all case views, so it's always clear who owns the workflow.
Automatic task routing. When a case is marked as self-managed, task chains and assignment logic automatically route work to the correct owner. No manual reassignment needed.
Flip between modes at any time. Cases can transition between self-managed and advocate-managed at any point in their lifecycle. When flipping, the platform prompts the user to transfer or cancel in-progress tasks, so nothing falls through the cracks.
New task chain triggers. Task chains can now be configured to fire on policy creation, new policy term creation, and document upload, giving teams more flexibility in how they automate case workflows.
Full activity tracking. Every transition between self-managed and advocate-managed is logged with user identity and timestamp for a complete audit trail.
Set management type at case creation. A new checkbox on the case creation flow lets users choose upfront whether Advocate will manage the case or the account owner will handle it independently. This can always be changed later.
Whether a case starts self-managed or transitions mid-lifecycle, the platform adapts automatically. This feature is available for clients on request.
2. Compliance Time Tracking
We're making compliance timelines fully transparent. Users can now see exactly when compliance requirements changed status and when policies were last updated. All timestamps display in your local timezone.
"Last Status Update" on the Compliance tab. Every requirement, policy row, and peril row now shows a timestamp capturing the most recent status change.
"Last Updated" on the Policies tab. Each policy row shows when its settings or checklist was last modified, along with the name of the user who made the change.
3. In-app Email for Renewal Notices
Users can now send renewal notice emails directly from the platform, eliminating the need to manually copy templates into an external email tool.
Send button on renewal notice tasks. Opens a dialog with pre-filled recipient, subject, and email content ready to send.
Account-specific sender address. Emails are sent from a dedicated email address configured for each account, so recipients see a familiar and trusted sender.
Editable CC field. The "To" field pulls from the policy's primary contact. The "CC" field can be adjusted using the policy's contact list.
Both template variants supported. Pre-expiration and post-expiration renewal notices are handled automatically. The existing copy-paste workflow remains available as a fallback.
4. Blanket Analysis: SOV Workflow
We're bringing blanket analysis directly into the platform. Insurance consultants can upload a Schedule of Values (SOV), confirm policy details, review geographic dispersion and risk metrics, and generate a complete PDF report, all from within the case. No more Excel workbooks or manual data entry.
5. Policy Association Widget
We've upgraded the "Associate with" widget on task detail with a new two-panel layout. When you hover over a policy or asset in the list, a live preview panel now shows key details like status, policy dates, product type, insurance contacts, and asset addresses. Users can now confidently select the right record without navigating away from the task.
6. Expandable Policy Field (Flood Building Info)
We've added an expandable "**Flood-Exposed Building Details**" text field in the asset details section. When a building is flagged as being in a Special Flood Hazard Area (SFHA), users can now enter detailed descriptions in a text area that grows with their content. No more cramped input boxes or workarounds. The field appears only when SFHA is set to "Yes" and clears automatically if the selection changes.
7. Global Search Update
Global search now shows richer information when searching for cases. Case results display additional details directly in the search preview, making it faster to find and identify the right case without clicking through.
8. Notification: Case Comment Added
Users now receive a notification when another user comments on a case they're subscribed to. The notification shows who commented and on which case, and clicking it takes you directly to the Case Overview screen.
Preview / Coming Soon
The following feature is available for accounts on request. Reach out to the team if you'd like to learn more or request access.
Flood Analysis Tool
Our new in-app Flood Analysis tool replaces the Excel-based flood analysis workflow. Users can validate flood zones, calculate coverage requirements, review NFIP and excess coverage, check blanket compliance, and generate a multi-page PDF report, all without leaving the case. The tool auto-populates values from case asset fields and supports both single-asset and portfolio analysis.
