Roadmap

What is coming next

  1. Now

    Expiry reminder emails in your time zone, and owner review of ACORD 25 fields pre-filled by automatic reading where it is turned on.

  2. Coming soon

    Automatic certificate reading for every account, a one-day reminder, billing, staff accounts, CSV import, projects, broker CC, endorsement review, email-in, reports, licences, and a public certificate checker.

  3. Later

    W-9 handling, QuickBooks and Procore connections, producer verification, and broker white-label.