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What's coming next ​

These improvements are on the INSURAiLABS roadmap. Timing will be confirmed in release notes.

Roadmap ​

AreaWhat changes for you
Automatic EZLynx updatesScheduled EZLynx reports emailed to your agency's INSURAiLABS address are processed automatically; no manual file loading.
Native CRMPipelines, contacts, activities, tasks, notes and outreach managed inside INSURAiLABS; HubSpot becomes optional.
Trusted numbers everywhereEvery number shows its definition, data freshness and a path to the records behind it.
Smarter ARIAnswers cite their sources; ARI can start approved actions for you.
Owned workCritical items and agent recommendations become assignable work with owners, deadlines and outcomes.
Agent controlsApproval settings, run history and an off switch for each AI agent.
Finance workflowsGuided monthly close, statement row matching with approvals, statements by email.
AdministrationSelf-service admin console, SSO and multi-factor authentication.

Questions about a screen? Ask ARI inside the app, or use Contact support in the menu.