Upcoming Platform Updates - 18 November 2026

New features and enhancements

New option to bill on the rated annual premium
Payment options for policies billed in advance can now be set up to bill on the rated annual premium, so the total billed doesn't change with the payment frequency. The first instalment is adjusted where needed to allow for rounding. Contact Simfuni to discuss this configuration.

Initial rating date on quotes
When creating a quote, tick Specify initial rating date to price its covers as at a chosen date. Each cover can have its own date, including covers added through endorsements. This option is available on most products. Contact Simfuni for more information.

Correspondence addressee and salutations
Letters and documents can now accommodate addressing multiple policy owners. Saluations for policies owned by trusts and companies have also been improved. Contact Simfuni to discuss.

Fire and general improvements

• Fire and general covers can now be set up with Indemnity as a valuation type, alongside Agreed value and Market value. A cover on Market value can also record a sum insured.
• Changing cover details through an endorsement now keeps the cover's valuation type, instead of resetting it to Agreed value.

Full year in dates with a time
Dates with a time shown in the portal now include the full year, for example 31 Aug 2026 06:00 pm. The platform supports a consistent set of display formats throughout and lets customers configure formats to their preferences.

Bug fixes

Claim payouts covering more than one benefit
Fixed an issue where a claim payout covering more than one benefit, such as a death benefit and a funeral benefit, stayed in Processing and wasn't paid. Other payouts approved around the same time could also get stuck.

Endorsement fixes

• Fixed an issue where changing the Effective date on a draft endorsement didn't update the Commencement date of riders added in that draft.
• Fixed an issue where replacing a scheduled endorsement with a new one could bill the same period twice. This happened when the scheduled endorsement took effect part-way through a billing period.
• Fixed an issue where cancelling a rider from a saved draft doubled the amounts recorded in the general ledger for the policy's later billing and payments. The amounts charged to the client were correct.

Reinstatement amount and client credit
Fixed an issue where the displayed reinstate amount didn’t take into account credit the client already had, such as after a cancellation part-way through a paid period.

Waived instalments in free look cancellations
Fixed an issue where cancelling a policy in its free look period credited the client for instalments that had been waived. Only what the client paid on a waived instalment is now returned.

Changing the date of a retried payment
Fixed an issue where Change payment date failed with an error when the payment had been attempted more than once, such as a dishonoured payment that was retried.

Addresses lookup
Fixed an issue where an address chosen from the address lookup showed its town and postcode twice once saved. This affected client, intermediary and situation of risk addresses.

Client portal cover details on phones
Fixed an issue where life cover details in the client portal were cut off or overlapped on some phone screens.