Product Roadmap

We’re excited about our development efforts to-date as we build out the first version of our platform. Our roadmap is focused on delivering a product that offers essential functionality, intuitive workflows, and customization options that cater to a variety of use cases right from the start.

In early releases, we’ll be introducing foundational features like data import/export, configurable reporting tools, and automated messaging capabilities — each designed to provide immediate value and flexibility.

Our roadmap is guided by a clear understanding of user needs and market demands, setting the stage for a strong initial launch. We’re looking forward to bringing this product to life and delivering a powerful tool from day one.

Breakdown: 2024 4th Quarter

CRUD Management Modules

CRUD refers to the four essential data operations: Create, Read, Update, and Delete.

The following modules will support full CRUD functionality to enable comprehensive management of data: Coverages, Policies, Claims, Real Estate Entities (such as Agents, Escrow, Individuals, Organizations), and Service Technicians.

Canned Reports & Limited Custom Reporting

Canned Reports are pre-configured to address common business needs and can be generated quickly and efficiently. Limited Custom Reporting provides options to tailor reports to specific requirements using basic logic for customization.

Outgoing Email/SMS Messaging

The platform will send automated email and SMS messages triggered by predefined rules when certain conditions are met, such as specific actions, milestones, or scheduled times. It will also include options for customizable templates and flexible scheduling to support a range of messaging needs.

Basic Data Import/Export

The platform will allow data import from various sources, including flat text, CSV, JSON, and Excel files, with options for basic mappings and transformations to ensure compatibility and usability. Users can also export both raw and processed data in multiple formats, such as flat text, CSV, JSON, and Excel, enabling integrations with other tools and workflows.

Further Updates Forthcoming...

Throughout the fourth quarter of 2024, we’ll keep this page updated with the latest information and additional details on the 2025 roadmap.