Product Releases

• June 28, 2026
• v8.19
• New
• Improvement

8.19 Release Notes

Advocate opens to self-serve sign-up, with a rebuilt compliance rule engine, organization-based access, AI-assisted case creation, geospatial concentration analysis, and unified market intelligence.

1. Self-Serve Sign-Up & Plans

We introduced a public sign-up experience so new users can create an account, choose a plan, and reach their first insight without a sales call.

• Public sign-up.

  A streamlined flow takes new users from account creation to their first upload in minutes.

• Plan selection.

  Users can choose from Free, Risk Analyst, Portfolio Manager, and Market Strategist, each clearly packaged.

• Guided first run.

  A new home page introduces the platform with a Portfolio Overview, in-product tours, and optional sample data.

• Early value.

  Users can generate a report on a draft case, surfacing results before a case is fully set up.

• In-product feedback.

  Feedback can be submitted, ranked by severity, directly within the platform.

2. Organization & Team Management

We introduced organization-based access and a dedicated Settings area, so teams can manage their workspace and collaborate on the right data.

• Settings.

  A new Settings area covers Account, Organization, Team Members, and Billing.

• Organization-based access.

  Permissions now follow organization membership rather than a fixed personal role, keeping collaboration secure and scoped.

• Team invitations.

  Members can be invited several at a time and can open cases, be mentioned, and be assigned work, with notifications scoped to the organization.

3. Rebuilt Compliance Rule Engine

We rebuilt the compliance rule engine for greater precision, and to bring new insurance programs online faster.

• Coverage-type scoping.

  Requirements can be scoped by coverage type, including “all coverage types except…”, with policy-level rules driven by coverage type and peril evidence.

• Material Requirements.

  The Compliance tab can be filtered to material requirements only, with the compliance score recalculating against just those requirements to match Power BI reporting.

• Requirement controls.

  Messages can be edited on published requirements, Single Location Liability is supported as a policy type, and the premium model has been refined.

• Faster program build-out.

  New migration tooling moves existing programs into the new engine format and accelerates how new programs are created.

4. Agentic Case Creation

We expanded AI-assisted case creation so the agent can build cases from uploaded documents, extracting assets, policies, and terms.

• Existing cases.

  The agent can now be enabled on existing cases, not only new ones.

• Clearer setup.

  Cases are returned with an owner assigned and any missing asset fields surfaced in the tab header.

• Improved reliability.

  Duplicate-asset protection, failure-and-rerun handling, and a multi-step requirement builder deliver more consistent results.

5. Concentration Mapping & Blanket Analysis

We introduced a geospatial concentration view for Statement of Values portfolios, making it easier to see where exposure is concentrated.

• Concentration map.

  Heat and cluster mapping with radius-based concentration analysis and regional peril callouts.

• Radius-aware output.

  The AI-generated narrative and PDF export reflect the selected radius.

• SOV workflow.

  Skipped rows can be fixed in place, all loans selected at once, and Earthquake sublimits added without restarting.

6. Unified Market Intelligence

We brought pricing and market intelligence into the main application, alongside portfolio and compliance work.

• Trading & League Tables.

  Both are now first-class pages under a new Market menu.

• Comparable Analysis.

  Pricing comps now sit alongside the rest of the workflow.

• Pricing analytics.

  New price detail and price scatter charts, a price detail table, and enhanced portfolio visualizations.

7. Platform Improvements

Stability and usability improvements across cases, tasks, documents, and exports.

• Tasks.

  Six new custom task action types and additional filtering in the Tasks section.

• Premium Recap.

  Added validation in the Approval module, now available to more plans.

• Exports and renewals.

  DUS export now reports an SFHA building count of 0 correctly, and renewal notices fire reliably for affected loans.

• General polish.

  Dark-mode fixes, restored benchmarking charts, accurate waiver document counts, faster search, and continued security hardening.

• May 21, 2026
• v8.18
• New
• Improvement

8.18 Release Notes

This release introduces a redesigned Inbox experience, new navigation patterns, guided product tours, and workflow improvements across the platform.

1. Unified Inbox Experience

The notifications dropdown has been replaced with a dedicated Inbox page that brings user notifications into a single, prioritized feed. Users can triage work directly from the Inbox without jumping between pages.

What’s new

• Split-pane layout. List on the left, full detail on the right, so users can review items in context and action.

• Case-grouped notifications. Related activity stays together, grouped by case and user.

2. Sidebar Navigation

We introduced a redesigned sidebar navigation experience across the platform. The top navigation bar has been replaced with a collapsible left sidebar. Primary navigation now lives on the side; search, settings, and profile remain in a persistent top header.

3. Guided Product Tours

We introduced new in-app Product Tours to help users learn workflows and discover platform features directly inside the application. Tours surface contextually for new users and reflect the redesigned features.

4. Single Sign-On (SSO) and MFA Support

We expanded authentication and identity-management capabilities across the platform.

New capabilities include

• Self-service SSO onboarding. Account users can configure SSO without manual setup.

• MFA for non-SSO users. Multi-factor authentication is now available for accounts not using SSO.

6. Platform Improvements

A range of stability and usability improvements across cases, tasks, and documents, including more reliable uploads and previews, smoother task and bulk action behavior, refined approval and reopen flows, and additional sorting options throughout the product.

Coming Soon

Organizations. Foundational work is in place to support organization-aware identity and platform experiences. User-facing workflows will roll out in upcoming releases.

• April 16, 2026
• v8.17
• New

8.17 Release Notes

1. Rebranding Tyche Design System

We've updated the platform's visual design system to reflect the new brand identity. This is a visual-only update, no behavioral or interaction changes.

New color palette. Mint replaces the previous brand color as the primary. Lavender is now the dedicated AI accent color. Neutral grays replace the previous green-tinted gray palette across the entire platform.

Updated typography. All-caps monospace styling introduced for metadata labels, field names, and emphasis. Inter remains the primary typeface.

Applied platform-wide. Updated consistently across all existing components including buttons, inputs, dropdowns, cards, navigation, tables, badges, and more.

2. Escalation Task Status Tracking

Escalation tasks now guide lenders to the right action and make their engagement fully trackable, without changing the existing task lifecycle.

Contextual CTA buttons. Each escalation type displays a specific action button (like "Go to Compliance tab" or "Confirm borrower contacted") mapped to the lender's expected first step.

Smart routing. Tasks linked to multiple policies or assets show a popover for selection. Single-association tasks navigate directly.

Automatic activity logging. Every CTA action is recorded in the activity log with the actor, action label, and timestamp, visually distinguishable for easy audit scanning.

Undo protection. A timed undo toast appears after each action. If undone within the window, no log entry is recorded.

Duration tracking. Two new dashboard metrics: creation to first lender action, and first action to task completion. You can also filter for escalations with no recorded activity.

Backfilled to existing tasks. All open escalation tasks have been updated with the new CTA buttons automatically.

3. Account-Specific Email Templates

Users can now send emails tailored to their branding and compliance needs, without changing the reviewer workflow.

Account-level template resolution. The platform automatically serves the correct lender-specific template based on the case's account. If no custom template exists, the default is used as a fallback.

ADM template management. Admins can create, edit, and preview email templates in ADM, mapped to task types and optionally scoped to specific lender accounts.

Case data auto-population. Templates automatically pull case and policy data like case reference, insured entity, collateral, and expiration dates before the reviewer sees the preview.

Expanded template coverage. Email templates added to task types that previously had none, including pre-expiration notice, post-expiration notice, broker follow-up, and multiple borrower escalation types.

No change for reviewers. The existing preview, send, and copy-to-clipboard workflow stays exactly the same. The right template just shows up.

4. Flood Analysis Enhancements

We've shipped a round of improvements to the Flood Analysis tool.

SOV upload with AI parsing. Users can now upload a Schedule of Values directly into the flood analysis workflow. The system parses the document automatically.

Auto-pull from Asset Summary. Asset data can now be pulled directly from the case's Asset Summary, reducing manual entry.

"Save to Documents" export. Completed flood analysis reports can be saved directly to the case's Documents tab with one click.

MHC conditional fields. Manufactured Housing Community fields now appear conditionally based on asset type, keeping the form clean for standard properties.

• March 26, 2026
• v8.16
• New
• Improvement

8.16 Release Notes

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.