On this page
We get some version of the same question whenever someone looks at the modules list on this site: “is all of this in version one?” Short answer: yes, the modules are — the roadmap items are deliberately not. Here’s the actual split.
In the first release
Every module listed on the homepage ships together, because they share a data model and don’t really work as a partial set:
- Clients, Policies, Claims, Quotes, Leads — the core workflow, linked end to end
- Documents, Tasks — the supporting records everything else attaches to
- Compliance, Cyber Risk — the screening and scoring that has to be there from day one, not bolted on later
- Automations, Insurers, Reports — the operational layer around the above
Permissions (module-level access plus the superuser flag system) and the self-hosting/licensing model ship with the first release too — they’re not a “phase two” concern, since retrofitting access control onto live client data is the kind of thing you really don’t want to do after the fact.
Not in the first release
The roadmap section on the homepage — integrated email, carrier/MGA integrations, a client self-service portal, automated bordereaux — is explicitly future work. Each of those is a meaningfully sized feature on its own (carrier integrations in particular depend on agreements with individual insurers, not just engineering time), and we’d rather ship a smaller, solid first release than hold the whole thing hostage to the slowest of those four.
Why this split, specifically
The cut line is “does a brokerage’s day-to-day workflow work without this.” A broker can run a full book of business on the modules in the first list. None of the four roadmap items are blockers to that — they’re each a meaningful improvement on top of a working system, not a prerequisite for one.
What changes between now and launch
This list is the plan as of this post, not a contract. If something here changes — an item moves between the two lists, a date slips — we’ll post about it rather than quietly edit the homepage and say nothing.