Release Notes · April 2026

CASEY just got a lot smarter.

A major update across the platform — a dashboard drop zone that files carrier PDFs to both CASEY and NowCerts automatically, a notification bell with full visibility on background work, a public SOP for onboarding, new training modules, and an AI brain upgrade on every surface. Try the demos below.

Version 26.04

Released April 17, 2026

Live now

01 CASEY gets big upgrades

The dashboard does the filing now.

Stop babysitting paperwork. CASEY reads every PDF, finds the client in both CASEY and NowCerts, files the document in both places, posts a Momentum note, and tells you it happened.

01 New · Dashboard

Document Drop Zone

Drag any carrier PDF — dec page, endorsement, loss run, NOC, anything — onto the dashboard. CASEY reads it, matches the client across both CASEY and NowCerts, attaches the PDF to the client's profile in each system, and posts a Momentum note automatically.

Works from your phone too. Email a PDF to yourself, open the dashboard, drop it in — done.

Try it live — drop a file or click to simulate

📄

Drop a carrier PDF here

CASEY will match the client and file it everywhere

or tap to simulate a dec page →

Reading PDF with Opus 4.7

Extracting carrier, named insured, policy number, effective date…

Matching client in CASEY + NowCerts

Searching households by name, address, policy number…

Attaching to client profile (both systems)

Uploading PDF to CASEY vault and NowCerts Documents…

Creating Momentum note

Filed via CASEY Drop Zone · April 17, 2026 · Austin

✅ Filed successfully.

Matched to Alvarado, Maria — dec page attached in both CASEY and NowCerts. Momentum note created.

Client: Alvarado, M.

Carrier: Travelers

Type: Dec page

Policy: HO-8244XXX

02 New · Every page

Notification Bell

Top-right of every page. Every time CASEY files a document, auto-processes an Ivans download, or needs you to weigh in, it shows up in the bell. No more silent background work.

Try it live — click the bell

What the bell shows: ✓ Filed (with client + 24-hour undo), ⚠ Needs review (ambiguous matches), 🚨 Urgent (non-renewals, cancellations, claims).

03 New · Ivans

Ivans PDFs route through the bell now

Carrier downloads that used to quietly disappear into the system now appear in your bell with the same filed / review / urgent treatment. Full visibility on everything CASEY is doing in the background — no more black box.

04 Upgrade · Platform-wide

Smarter AI across the board

The brain got sharper. Same cost, meaningfully better quality and accuracy on every surface CASEY reads, writes, or thinks.

Chat · Intake · Commissions

Sonnet 4 →

Sonnet 4.6

Daily driver

Document reading

Sonnet →

Opus 4.7

Highest accuracy

Quote page generation

Opus 4 →

Opus 4.7

Flagship model

02 Master SOP

A visual onboarding guide, built to last.

For Marshelene Beukes and every future hire. Live at /sop.html — Safeshield dark theme, org chart, flowcharts, sticky nav.

New · /sop.html

What's inside the SOP

New public SOP page with the full Safeshield dark theme, org chart, flowcharts, and sticky nav. The morning routine is documented end-to-end: NordVPN → Dashlane → Lightspeed → CASEY → NowCerts → Gmail.

Two intake paths documented: Call / Email and Canopy Connect (with the manual backup). Option A / Option B workflow cards for every scenario.

Team roster is current: Austin (CEO), Eric (VP), Alyssa (Commercial), Marshelene (PL). Jerry Abramson, Lisa, Justin, Fortis Lux, and Erie have been removed. PL re-shopping section replaces the old commission / comp section.

Full CASEY section — what she is, what she does, her automations, and how to use her. Callout on missing downloads reminds staff that not every carrier uses Ivans — when in doubt, ask Alyssa.

PDF export script prints a clean, offline-friendly version for printed onboarding. SAFESHIELD_MASTER_SOP.md lives in the repo as the source-of-truth markdown.

New SOP sections added

Claims

Route to the carrier, but make the client feel supported the whole way. Always log a Momentum note.

Policy Changes

Log into the carrier portal, make the change, and add a Momentum note with what changed and why.

Cancellations

Always transfer to Austin or Eric first. We try to save the account before processing anything.

Mobile-friendly

Morning routine stacks vertically, org chart cards stack, data tables scroll horizontally, bigger nav tap targets.

03 Training Modules

Twelve modules. Auto-counted.

Live in the training center at /safeshield-training-system-v2.html. The big change: CASEY now has her own module, positioned as the core of how Safeshield operates.

Module 3 · New

CASEY What she is, what she does, her automations, and how to use her. Positioned as the core of how Safeshield operates.

Canopy · Updated

Two-path intake Was "required for every lead." Now documented as two paths: Canopy Connect or manual call/email intake.

Lightspeed · Updated

Sales DIDs cleaned up Justin removed from the Sales DID list.

Cross-sell · Updated

Safeshield Wealth replaced Removed Safeshield Wealth references. Replaced with specialty carriers the team actually uses.

Renewals · Updated

60-day automated process Was a 30–45 day manual grind. Now the CASEY-driven 60-day process. Quiz updated to match.

System · Fixed

Module count auto-calculates Count is now pulled from the array — won't drift from the displayed number. Fortis Lux quiz bug fixed.

Training Center

Master SOP tab added The new Master SOP is now a tab inside the training center, one click away from everything else.

"Old-school agents forget about you. We built CASEY so we couldn't — even if we wanted to."

— The Safeshield Way