Changelog
What we shipped.
The highlights, month by month. The full audit-grade history lives in the product. Want to see it live? Book a demo.
July · 2026 modules
Added
- ↳ New Business Intake module — eleven-stage workflow, prospect questionnaires, Koffyr 125/126/140 applications, e-signed binding
- ↳ Endorsements module — six change types, requested and tracked in the portal
- ↳ Unified self-serve registration — one door for agencies, insured businesses, and individuals (login.koffyr.com)
- ↳ Passkey sign-in alongside magic links — enroll a passkey at registration or from Settings → Security
- ↳ Client workspace — records, requests, and documents for your insureds
June · 2026 renewals
Added
- ↳ Renewal Intake module — eight-stage workflow, four renewal questionnaires, e-signed acceptance
- ↳ Visual Playbook workflow editor — draft, publish, version history
May · 2026 billing
Added
- ↳ Self-serve billing — four transparent tiers, upgrade in-app
- ↳ Coverage-rule guardrails with test panel and block list
- ↳ One-click E&O export PDF
April · 2026 e-sign
Major
- ↳ In-house e-signature runtime — ESIGN/UETA/eIDAS-compliant signing ceremony, digital-signature sealed PDFs, no third-party middleware