Product roadmap

Build the foundation. Then compound the leverage.

The roadmap prioritizes reliable implementation workflows first, followed by reporting, automation, and carefully selected integrations.

Shipped

Available now

The operational foundation for case and workbook-based implementation.

  • Cases and plan years
  • Structured workbooks
  • Benefit rate engines
  • Readiness and Smart Tasks
  • Comments and activity
  • Subscription billing and management workflows (test mode)
Building

Being refined

Product areas receiving active design, workflow, and quality improvements.

  • Public product experience
  • Production payment activation
  • Platform operations
  • Support workflows
  • Documentation
  • Launch validation and production readiness
Next

Planned

High-value extensions that deepen implementation visibility and automation.

  • Advanced readiness reporting
  • Renewal forecasting
  • Expanded broker workflows
  • Workflow templates
  • Additional automation
  • Dashboard insights
Future

Longer horizon

Potential integrations and platform capabilities beyond the current product boundary.

  • Enrollment-system integrations
  • Public API
  • Custom workflow builder
  • Implementation templates
  • Internal messaging
  • Assisted implementation tools

Ready when you are

Want to influence what comes next?

Tell us which part of your implementation workflow creates the most friction today.