Appearance
What's coming next
These improvements are on the INSURAiLABS roadmap. Timing will be confirmed in release notes.
Roadmap
| Area | What changes for you |
|---|---|
| Automatic EZLynx updates | Scheduled EZLynx reports emailed to your agency's INSURAiLABS address are processed automatically; no manual file loading. |
| Native CRM | Pipelines, contacts, activities, tasks, notes and outreach managed inside INSURAiLABS; HubSpot becomes optional. |
| Trusted numbers everywhere | Every number shows its definition, data freshness and a path to the records behind it. |
| Smarter ARI | Answers cite their sources; ARI can start approved actions for you. |
| Owned work | Critical items and agent recommendations become assignable work with owners, deadlines and outcomes. |
| Agent controls | Approval settings, run history and an off switch for each AI agent. |
| Finance workflows | Guided monthly close, statement row matching with approvals, statements by email. |
| Administration | Self-service admin console, SSO and multi-factor authentication. |
