Product Updates
What we've shipped, and what's next.
A running record of how i23CRM is being built, from workspace foundations to the full MGA lifecycle and the intelligence layer ahead.
Release notes
Recent milestones.
- PlannedMilestone 3
i23 Intelligence
The AI operating layer: assisted summaries, renewal prioritisation and drafting, always with human review and full audit history.
- Workspace-aware assistance across CRM records
- Approval and autonomy controls per workspace
- Audited AI actions with reversible outcomes
- ShippedMilestone 2.5
Public website & brand
A full marketing site covering the platform, solutions, intelligence vision, security posture and demo requests.
- Platform pages for every lifecycle module
- Security and trust documentation
- Working demo request capture
- ShippedMilestone 2
MGA core CRM
The insurance-native system of record: contacts, companies, carriers, submissions, quotes, policies, renewals, claims and activities.
- Full submission lifecycle with stage tracking
- Quote comparison and binding into policies
- Renewal staging from policy expiry dates
- Claims linked to the originating policy
- ShippedMilestone 1
Workspace foundations
Multi-tenant workspaces with strict isolation, role-based permissions, invitations and audit logging.
- Workspace creation and membership
- Owner, admin, underwriter and agent roles
- Email-verified invitations with expiry
- Audit trail on privileged actions