Roadmap
What is coming next
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.
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.
Later
W-9 handling, QuickBooks and Procore connections, producer verification, and broker white-label.