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Product roadmap

Month-end close and general ledger export
A close package your accountant can post: journals by account and period, posted date kept separate from accounting date, and an export to the general ledger you already use.
0
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Reporting
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planned
Detail reports with scheduling
Row-level reports by program, agency, insured, and coverage, delivered on a schedule.
1
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Reporting
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planned
Account current and trust accounting
The fiduciary statement the carrier and the auditor expect, tied to the ledger.
1
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Reporting
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planned
Carrier bordereaux
Premium and claims bordereaux in the carrier's format, on their schedule.
1
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Reporting
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planned
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