June brought a fresh wave of improvements across the platform, focused on giving agents clearer insights, more control, and a smoother workflow. From more carriers being supported to smart personalization, these changes are all about helping you move faster and make smarter decisions. Here’s a look at what’s new and noteworthy this month.

Enhancements 🌟
 

More U.S carriers now supported

We’re continuing to grow our carrier footprint to better support brokers across the U.S. More carriers mean broader coverage and more actionable insights, without the manual work. This month, the following new carriers have been added for intelligent policy analysis:

• Berkley one
• Brethren
• Cumberland
• Concord
• Farmers And Mechanics
• Grange
• Philadelphia Contributionship
• Utica
• Windsor
   

CONNECT

More premium change insights

We’ve split the previous “Premium Change” column into two separate fields:

• % Change
• $ Amount

This gives you more visibility into exactly what’s changing and makes premium shifts easier to interpret at a glance.

Filter by assignee

Team members can now create and save personalized dashboards (think: “Brian’s View”) to streamline their workflow. Other team members can also filter reviews based on the assigned broker or servicing role. 

Control your personalization

We’ve introduced new variables that make it easier to deliver consistent, personalized client communication. You can use these variables to tailor your email openings and closings while staying on-brand. The new variables are the following: 

• {{ policy_type }} - Displays the policy type
• {{ client_name_first_name }} - Personal touch with first names only
• {{ effective_date_MMDDYYYY }} - Date formatting (April 1, 2025)
• {{ policy_assignee }} & {{ policy_assignee_first_name }} - Include servicing contact info that is configured

Fixes 🔧

RENEWAL REVIEWS

• We've introduced new logic to support vehicle endorsement packages that bundle specific coverages under predefined codes (e.g., PAK01 to PAK17). Each package includes a tailored combination of coverages such as 20 (or 20A), 27, 35, 43 (or its variants), depending on the package. This enhancement allows for more efficient application of coverage rules and ensures consistency in how bundled endorsements are interpreted and applied across our system.
   
• Previously, Heartland documents were failing due to a new PDF format type. This has now been resolved.