OpEx WorkspaceBamboo PMO · build 2026-08-16 22:57
Viewing archived week · saved . Read-only.

Operational Execution Call — Agenda

Date: Monday, August 17, 2026 Time: 11:00 AM – 12:00 PM PT (60 min) Time Zone: Pacific Time (PT)
PMO Guidewire Delivery Tools → Project Plan Triage Sprintkeep
1 MBR Initiatives · 9 workstreams · all in flight · Kickoff 8/24/26 · Open project plan →
Workstream Ownership · source: Guidewire Project Plan · loading… KICKOFF 8/24
Kickoff 8/24/26. Requirements, development and QA to complete for all nine workstreams. Tickets carrying an MBR label are tagged MBR-0n throughout this agenda.
MBR
Initiative
Team Lead
Support
BA
Status
MBR-01
Return Premium
Melissa Knighton
Joel Sarmiento
Upendran Chandrababu
IN FLIGHT
MBR-02
Renewal Process / Retention / Grace Period
Megan
Dave P
Shweta Sharma
IN FLIGHT
MBR-03
Billing Statements / BC & Agent Screens / Clarify / Applying Payment
Jessica Unik
Melissa K. & Jackie Williams
Ligi Gangadharan
IN FLIGHT
MBR-04
Addresses
Ashley Rinne
—
Sathya Ramamoorthy / Adam Riese
IN FLIGHT
MBR-05
Commissions
Chris I
Ben K
Terry Dickson
IN FLIGHT
MBR-06
Incorrect Premiums
Madeline
Jessica
TBD
IN FLIGHT
MBR-07
Quote & Bind Error: Document Production
Audwin
Chris I
Shweta Sharma
IN FLIGHT
MBR-08
Quote & Bind Error: Tech Error (excl. messaging differences)
Chris I
Aaron
Umesh Jagtap
IN FLIGHT
MBR-09
Bypass 3rd Party Integrations (Analysis Only)
Brian
Fred
Upendran Chandrababu
IN FLIGHT
2 Operations Issues — Triage Portal · rolling 7 days · Open triage portal →
This Week at a Glance · agent-reported issues · loading… +133% WoW
329
Reports this week
vs 141 last week
4
Issues spiking
doubled or brand new
2
Brand new
no prior history
63
Agents reporting
Sales 2 · Ops 327
83
Unfiled this week
still in review
+188
Week on week
133% increase
Top Issues This Week · top 5 by report volume, 3+ reports, rolling 7 days TOP 5
1
Billing Center not found or shows Render Exception when accessed GWMAIN-14038
49 this week (+41 · +513%) · 8 last week · 33 agents · Sales 0 · Ops 49
49
2
Migrated policies showing Terry Roberts as mortgagee in Guidewire NO TICKETBRAND NEW
11 this week (+11) · 0 last week · 1 agent · Sales 0 · Ops 11
11
3
System shows premium due and adds late fee after reversed payment replaced NO TICKETBRAND NEW
4 this week (+4) · 0 last week · 1 agent · Sales 0 · Ops 4
4
4
Dec page or documents show wrong agency name GWMAIN-7184
3 this week (+2 · +200%) · 1 last week · 3 agents · Sales 0 · Ops 3
3
83 reports from this week are still unfiled and not yet attached to any issue above — an issue could be larger than it looks here, or missing from the list entirely.
3 New Programs
TX HO-2
AT RISK
Admitted Incline
Deployment: September 3, 2026
Launch: TBD
Technology / Status
  • Comp Rater dev work completed — currently in testing
  • Functional testing 91% complete
  • Bug bashing from UAT upcoming
  • 16 open defects, 11 in QA
  • Regression starts after rating is complete
  • Received rating objection from DOI; approval outstanding
  • No additional CRs permitted
  • Two-week warranty period only covers production defects
  • Day 2 enhancements to be prioritized with the Maintenance track
Dependencies
Sircon · CAPE change · R4.7 release
Roadblocks / Concerns
Volume of testing remaining and outstanding DOI approval put the 9/3 deployment at risk.
Agent Training
No update provided.
Communications
No update provided.
Countrywide
TBD
Deployment: TBD
Launch: TBD (APD)
Technology / Status
Final changes being made to APD. APD is starting development. Kickoff meeting held for both Countrywide and Colorado on 6/1. Product model requirements delivered on 7/2.
Roadblocks / Concerns
No update provided.
Agent Training
No update provided.
Communications
No update provided.
Colorado
TBD
Deployment: TBD
Launch: TBD
Coverage: HO3 & DP3
Technology / Status
Requirements gathering began 6/4/26. Product model requirements delivered on 7/8/26. Standard boilerplate countrywide model will be developed in tandem.
  • Product model — handed off (dev started)
  • Validation rule — handed off
  • ACV rule — handed off (dev started)
  • UW rule — handed off
  • Rating — working on review comments
  • Forms — sent for sign-off
Roadblocks / Concerns
No update provided.
Agent Training
No update provided.
Communications
No update provided.
CA Wildfire Program (True)
PROPOSED
NEW
Deployment: TBD
Launch: TBD
Technology / Status
Proposed program. No dates set; requirements gathering not yet scheduled.
Roadblocks / Concerns
No update provided.
Agent Training
No update provided.
Communications
No update provided.
Tennessee
PLANNED
NEW
Deployment: TBD
Launch: TBD
Technology / Status
No dates set. Requirements gathering not yet scheduled.
Roadblocks / Concerns
No update provided.
Agent Training
No update provided.
Communications
No update provided.
Oregon
PLANNED
NEW
Deployment: TBD
Launch: TBD
Technology / Status
No dates set. Requirements gathering not yet scheduled.
Roadblocks / Concerns
No update provided.
Agent Training
No update provided.
Communications
No update provided.
CA HO-2
DEPLOYED
Deployment: June 30, 2026
(was June 11, 2026)
Launch: July 6, 2026
Launch Events: July 7 & July 9, 2026
Technology / Status
CA HO-2 deployed to production successfully.
GWMAIN-14754 — Defect to address incorrect carriers returning for CA HO-2. Deployed in 4.5.1.1.
Agent Training
Completed
Communications
Completed
Transverse
DEPLOYED
1st Deployment: April 30, 2026 (in system)
2nd Deployment: July 16, 2026
Launch: July 17, 2026
Technology / Status
Launched first deployment 4/30.
CDI approval received 7/1.
Second deployment: coverage change and addition of 2 new forms.
Requirements for coverage and forms changes approved, tracked under GWPRO-6442.
Forms delivered to GhostDraft on 6/23.
Forms delivered from GhostDraft on 7/9.
Roadblocks / Concerns
None.
Agent Training
Completed
Communications
Completed
4 D2C
Phase 1
Code deployed into production on Thursday, May 7, 2026
Web Go-Live
Deployed on Wednesday, May 13, 2026
Phase 2
Ability to bind online. Deployed 7/30/26.
Phase 2.1
Defects and fast-follow items.
Phase 2 Flagged Defects · Fixed in the R4.7.0.1 hotfix · Deployed 8/5/26 RESOLVED
1
Coverage resetting to zero when adding additional coverages / missing additional coverage single limit for water for Signature products GWMAIN-16318
D2C · Caelin Sheahan · Production Defect — Critical. Shipped in R4.7.0.1 on 8/5/26 (was targeted at R4.7.1 / 8/13).
CRITICALDONE 4.7.0.1
2
California condo D2C not defaulting to “Less than $1,000,000” — APD update needed GWMAIN-16422
D2C · Caelin Sheahan · Production Defect — Critical. Quotes were routing to the declination screen. Shipped in R4.7.0.1 on 8/5/26.
CRITICALDONE 4.7.0.1
5 Special Projects
Sircon License Check PHASE 1 → 8/27/26 PHASE 2 → TBD
Phase 1 — Target Go-Live: 8/27/2026
Includes the full core license check integration:
  • POWS Integration (new agency and agent license checks at onboarding)
  • PAWS Integration (verify the agent and agency are authorized to sell — valid state license and appointment)
  • OBDF Integration (outbound data feed with recent changes to producer records)
  • Production Data Load to Sircon
Phase 2 — Target Go-Live: TBD
  • Failure Notification Workflow for POWS (automated alerts when license checks fail)
  • Retry Mechanism for POWS (automated retry logic across all packet types; manual handling will be used in Phase 1)
  • Agency/Agent Deactivation via POWS (bulk deactivation processing deferred until Phase 1 workflows are stabilized)
  • PolicyCenter OBDF Enhancements (misc updates)
HubSpot Agent Onboarding Portal PHASE 1 → 9/24/26 PHASE 2 → TBD
Phase 1 — Target Go-Live: 9/24/2026
Includes the full end-to-end onboarding experience:
  • Agency Onboarding Portal (guided workflows, document upload, e-signature via DocuSign)
  • Onboarding Portal APIs (agent/agency create, update, deactivation, and commission plan integration)
  • PolicyCenter integration (data sync, state/product permissions, agent wallet via One Inc)
  • SSO Integration (Auth0 for external agents, Entra for internal agents)
  • Data Migration (organization, agency, and agent data load to UAT and PROD)
  • Welcome Email Flows (PolicyCenter, Digital, and HubSpot changes)
Phase 2 — Target Go-Live: TBD
  • Bulk API Operations (bulk agency/agent creation, update, and deactivation APIs; individual record operations are supported in Phase 1)
  • Agency Book Roll (deactivating agencies with active book of business; bulk producer code change)
6 Renewal Retention
Retention Metrics · Weekly cohort retention · cohorts through 7/27
CA Data Migration
78.2% complete as of 8/4
Overall Retention
85.6% as of 8/4
Mo1 Mo2 Mo3 Mo4 Mo5
Cohort Wk1 Wk2 Wk3 Wk4 Wk5 Wk6 Wk7 Wk8 Wk9 Wk10 Wk11 Wk12 Wk13 Wk14 Wk15 Wk16 Wk17 Wk18 Wk19 Wk20
3/16 76.7 78.8 81.5 82.9 83.9 84.4 85.4 86.4 86.6 86.7 86.8 86.9 86.9 86.9 86.9 86.9 86.9 86.9 86.9 86.9
3/23 77.2 78.8 81.3 82.5 83.5 83.9 85.6 86.1 86.3 86.5 86.5 86.6 86.6 86.7 86.8 86.8 86.8 86.8 86.8
3/30 78.5 80.6 82.9 84.4 85.5 86.7 87.6 87.9 88.1 88.2 88.1 88.1 88.1 88.2 88.2 88.2 88.2 88.2
4/6 78.0 80.6 83.4 84.4 86.0 87.0 87.5 87.6 87.7 87.7 87.8 87.8 87.8 87.9 87.9 87.9 87.9
4/13 77.6 81.3 83.5 84.9 86.3 87.0 87.2 87.3 87.4 87.4 87.5 87.5 87.5 87.6 87.6 87.6
4/20 77.3 81.2 84.0 86.0 87.2 87.8 88.2 88.3 88.3 88.4 88.4 88.4 88.4 88.5 88.5
4/27 78.2 82.3 85.1 87.2 87.9 88.4 88.8 88.9 88.9 88.9 88.9 88.9 88.9 88.9
5/4 75.5 79.6 83.0 84.9 86.3 86.8 87.0 87.2 87.2 87.2 87.2 87.3 87.3
5/11 78.2 81.8 84.5 86.2 87.2 87.7 88.0 88.1 88.2 88.2 88.2 88.2
5/18 76.4 81.2 84.5 85.9 86.7 87.3 87.6 87.8 87.9 87.9 88.0
5/25 77.6 82.1 85.6 87.1 88.0 88.5 88.6 88.7 88.7 88.7
6/1 78.3 82.4 84.4 86.4 87.4 87.8 88.2 88.2 88.3
6/8 74.7 78.3 81.8 83.8 85.3 85.9 86.5 86.7
6/15 75.4 79.9 83.1 84.8 85.9 86.5 86.9
6/22 76.5 80.7 83.0 84.5 85.7 86.4
6/29 78.0 81.6 84.0 85.9 87.3
7/6 75.0 78.6 82.2 84.4
7/13 75.2 79.8 83.4
7/20 75.2 79.3
7/27 77.5
Weekly cohort retention by reporting week (Wk1–Wk18).
Color scale (per week column): LowerHigher No data yet Relative ranking vs. other cohorts at the same week-age — not absolute retention.
1
Pending Cancellation Tile GWMAIN-12676MBR-02
Slipped 4.8 → 4.10; now targeted for Release 4.10 on 9/16/26.
READY FOR DEV 4.10
2
BC: Generate a new E-mail Message to InnsVista at -30 days for mortgagee billed renewals GWMAIN-12246MBR-02
For renewals coming up to their renewal date. Impact: Retention. In elaboration; no release assigned.
REQUIREMENTS —
3
BC: Outbound Retention Emails — Renewals GWMAIN-10620MBR-02
Top 10 · Impact: Retention. Now in development.
DEV 4.8
4
PC: Midterm: Auto-reinstate a cancelled midterm once payment is processed, within 30 days post-due-date (partial payments allowed) GWMAIN-1332MBR-02
Self-Serve. Assigned: Shweta Sh, Josh Slepak.
REFINEMENT —
5
Eligible for Reinstatement Tile
Deployed in Release 4.2 on 6/5/26.
DEPLOYED 4.2
6
Automatic Reinstate for payments received on past-due policies
Deployed in Release 4.5 on 6/30/26.
DEPLOYED 4.5
7
Revise verbiage on policy expiration notice
Direct insureds to make a payment online. Deployed in Release 4.5 on 6/30/26.
DEPLOYED 4.5
7 BillingCenter Tiger Team · 15 epics · 7 in flight · 8 cut at 8/10
In Flight · signed off or release-committed ACTIVE
1
Feature Request — BC: Pre-populated payment amount options in the BillingCenter payment screen GWMAIN-13649
BillingCenter · Unassigned · QA
HIGHQA 4.8
2
Billing — PC: Add a user-friendly view in PC summarizing important billing transactions GWMAIN-13000
PolicyCenter · Melissa Knighton · QA
CRITICALQA 4.8
3
Feature Request — Default to check payment via One Inc for return premiums held in draft status GWMAIN-12804
BillingCenter, OneInc · Lori Brewer · QA
CRITICALQA 4.10
4
Commission Reporting: Clean up commission reporting display and validate logic GWMAIN-15587
BillingCenter, Commissions · Chris Irvine · Ready for Dev · advanced from Needs Feedback
CRITICALREADY FOR DEV —
5
Feature Request — Eliminate misleading paid status and negative premiums in Digital GWMAIN-9751
Digital · Chris Irvine · Needs Feedback · slipped back from QA
HIGHNEEDS FEEDBACK 4.8
6
Billing — DIG: Add a user-friendly view in Digital and BC summarizing important billing transactions GWMAIN-12234
Digital, Invoicing · Alex Williamson · Needs Feedback · requirements updated 8/11
CRITICALNEEDS FEEDBACK 4.8
7
Feature Request — Commission plan updates sync between PC and BC GWMAIN-13631
BillingCenter, Commission Plans · Unassigned · Needs Feedback
HIGHNEEDS FEEDBACK 4.10
Cut — no requirements sign-off by 8/10 · 8 epics · no release commitment CUT
1
Feature Request — Reinstatements should only charge amount due, not just billed GWMAIN-13113
BillingCenter, Reinstatement · Melissa Knighton · Requirements
HIGHREQUIREMENTS —
2
Feature Request — Create a customer- and agent-facing Return Premium tracker in Digital and Customer Portal GWMAIN-12684
BillingCenter, Digital · Melissa Knighton · Requirements
MEDIUMREQUIREMENTS —
3
Feature Request — Return Premium notification generation GWMAIN-13469
BillingCenter, Forms · Dawn Curnow · Refinement · moved back from Selected
MEDIUMREFINEMENT —
4
BC: Revise commission plan structure GWMAIN-27
BillingCenter, Commission Plans · Jonathan Vitale · Needs Feedback
HIGHNEEDS FEEDBACK —
5
Commission Reporting: Update Broker of Record logic and payment GWMAIN-15599
BillingCenter, Commissions · Unassigned · Selected
CRITICALSELECTED —
6
Feature Request — When a policy is cancelled, cancel any pending payment requests GWMAIN-13650
BillingCenter · Dawn Curnow · Selected
CRITICALSELECTED —
7
Feature Request — Display the new Broker of Record on declaration pages after a BOR change GWMAIN-7184
Documents, Renewals · Unassigned · Selected
HIGHSELECTED —
8
Feature Request — Unable to edit/add expiration date for commission subplans GWMAIN-15665
BillingCenter · Unassigned · Backlog
HIGHBACKLOG —
8 Release 4.8 · Deploys 8/27/26 · 10 days out
Deferred to 4.8 · moved out of 4.7 · 7 epics PUSHED → 4.8
1
PC: Move V360, CAPE and PPC ordering up in the quote flow GWMAIN-7609
PolicyCenter · Frederick Au · Needs Feedback · slipped back from QA
CRITICALNEEDS FEEDBACK 4.8
2
Digital: Move V360, CAPE and PPC ordering up in the quote flow GWMAIN-7608
Digital · Frederick Au · Needs Feedback
CRITICALNEEDS FEEDBACK 4.8
3
Feature Request — Set up Max TIV rules for each carrier GWMAIN-7624
Underwriting · Frederick Au · PO Review · advanced from QA
HIGHPO REVIEW 4.8
4
Feature Request — Enable CA HO6 E&S product in the Comp Rater Service GWMAIN-5886
CompRater · Dipti Roy · PO Review
HIGHPO REVIEW 4.8
5
GD: Redesign — Quote Summary — Part III GWMAIN-5385
GhostDraft · Dipti Roy · QA · advanced from Needs Feedback
MEDIUMQA 4.8
6
GD: Redesign — Quote Summary Forms and Endorsements — Part II GWMAIN-70
GhostDraft · Dipti Roy · QA · advanced from Needs Feedback
MEDIUMQA 4.8
7
GD: Redesign — Quote Summary Forms and Endorsements — Part I GWMAIN-75
GhostDraft · Dipti Roy · QA · advanced from Needs Feedback
MEDIUMQA 4.8
Release 4.8 Epics · 22 epics · deploys 8/27/26 SCHEDULED → 4.8
1
D2C: TX Due Diligence — only 1 declining carrier required GWMAIN-12769
D2C, Due Diligence · Unassigned
HIGHAWAITING RELEASE 4.8
2
Feature Request — CA Residential Insurance Disclosure Form ERC section GWMAIN-9212
Forms, GhostDraft · sai sahu
MEDIUMQA 4.8
3
DIG Feature Request — TX Due Diligence, only 1 declining carrier required GWMAIN-10471
Digital, Due Diligence · Andrea Ward
HIGHQA 4.8
4
Feature Request — GD: additional dynamic content within the SLC-3 form GWMAIN-11769
Forms, GhostDraft · sai sahu
HIGHQA 4.8
5
INTG R4.8 improvements, fixes and enhancements GWMAIN-12551
Integration, Tech Debt · Amarendar Reedy Kondreddy
MEDIUMQA 4.8
6
Billing: PC — user-friendly view in PC summarizing important billing transactions GWMAIN-13000
PolicyCenter, Tiger Team · Melissa Knighton
CRITICALQA 4.8
7
Feature Request — BC: Pre-populated payment amount options GWMAIN-13649
BillingCenter, Tiger Team · Unassigned
HIGHQA 4.8
8
ESD Escalation — "open" loss incorrectly charged on GW renewal GWMAIN-14284
PolicyCenter, Renewals · Daniel Harms
HIGHQA 4.8
9
Billing: INT — user-friendly view summarizing important billing transactions GWMAIN-14860
Integration, Tiger Team · Melissa Knighton
CRITICALQA 4.8
10
Feature Request — CA HO6: updating PC_Bamboo_UW_Issue_085 (Renovation) GWMAIN-15681
PolicyCenter, Underwriting · Unassigned
HIGHQA 4.8
11
Billing: BC — user-friendly view summarizing important billing transactions GWMAIN-15873
BillingCenter, Tiger Team · Chris Shu
CRITICALQA 4.8
12
[DIG] Global search failing on QA3 GWMAIN-17251
Digital · Unassigned · new since 8/10
MEDIUMQA 4.8
13
PC: TX Due Diligence — only 1 declining carrier required GWMAIN-12715
PolicyCenter, Due Diligence · Andrea Ward
HIGHPO REVIEW 4.8
14
INTG log cleanup — remove unwanted info logs GWMAIN-14304
Integration, Tech Debt · Sairam Kolla
MEDIUMIN PROGRESS 4.8
15
GD: Change Request — update Diligence Forms for all programs (dynamic text) GWMAIN-9207
Forms, GhostDraft · sai sahu · slipped back from Dev
HIGHNEEDS FEEDBACK 4.8
16
Feature Request — Eliminate misleading paid status and negative premiums in Digital GWMAIN-9751
Digital, Tiger Team · Chris Irvine · slipped back from QA
HIGHNEEDS FEEDBACK 4.8
17
BC: Outbound retention emails — renewals GWMAIN-10620
BillingCenter, Renewals · David Poplaski · slipped back from Dev
HIGHNEEDS FEEDBACK 4.8
18
DIG: user-friendly view in Digital and BC summarizing billing transactions GWMAIN-12234
Digital, Tiger Team · Alex Williamson
CRITICALNEEDS FEEDBACK 4.8
19
Feature Request — Texas Non-Admitted: modification to territory table GWMAIN-14322
Rating, Texas · Andrea Ward · slipped back from Dev
CRITICALNEEDS FEEDBACK 4.8
20
Palisades Upgrade — OneInc GWMAIN-15144
OneInc, Palisades · Unassigned · slipped back from QA
CRITICALNEEDS FEEDBACK 4.8
21
Feature Request — Create new ratebook for Incline Americas UW carrier GWMAIN-17305
Rating · Andrea Ward · new since 8/10
CRITICALBACKLOG 4.8
22
Enhance product tile content GWMAIN-10311
Digital · Unassigned · slipped back from Dev
HIGHBACKLOG 4.8
Release 4.8 Production Defects · 12 defects · deploys 8/27/26 DEFECTS
1
ESD Escalation — Renewal Policy Packet and Renewal Declarations not generating GWMAIN-11883
Documents, Renewals · Kevin Trivino
CRITICALDONE 4.8
2
ESD Escalation — CAICH100059730 cannot make a transaction due to error GWMAIN-13647
Integration, PolicyCenter · Unassigned · moved from R4.7.1
CRITICALDEV 4.8
3
ESD Escalation — E-Delivery opt-in triggers 400 Login Failed / portal access failure GWMAIN-15424
Auth0, Digital, Integration · Unassigned
CRITICALDEV 4.8
4
ESD Escalation — customers receiving multiple unsolicited sign-up / reset password emails GWMAIN-16055
Auth0, Integration · Aaron Lenhart · moved from R4.7.1
CRITICALDEV 4.8
5
ESD Escalation — scheduled cancel for renewal retaining min earned premium, broker and policy fee GWMAIN-16413
Cancellation, Compliance, DOI · Unassigned
CRITICALQA 4.8
6
QA3-CA-DP1: DIC fields should not display in policy info and qualification screens GWMAIN-13215
New Business, PolicyCenter · Unassigned
HIGHQA 4.8
7
ESD Escalation — Rating Failed: admitted renewal rate failure when quoting GWMAIN-15088
PolicyCenter, Rating · Unassigned
HIGHQA 4.8
8
ESD Escalation — check disbursements stuck in draft status (PM_CarrierID) GWMAIN-15678
Disbursements, OneInc · Jacqueline Williams
HIGHQA 4.8
9
ESD Escalation — EFT Authorization document not generated in PC when payment instrument updated GWMAIN-14314
PolicyCenter · Unassigned
HIGHPO REVIEW 4.8
10
ESD Escalation — missing Payment Confirmation document after payment GWMAIN-15512
BillingCenter · Unassigned
MEDIUMPO REVIEW 4.8
11
Follow-up to R4.7 — billing screen selections incorrectly populate into PC for TX & CA GWMAIN-15850
BillingCenter, Digital, Integration · Tyler Wengert
MEDIUMPO REVIEW 4.8
12
PC — TX company account: user can navigate to Policy Info when no product available GWMAIN-16722
New Business, PolicyCenter · Lakshmi Priya V K · new since 8/10
MEDIUMNEEDS FEEDBACK 4.8
9 Maintenance and Enhancements · Release 4.7 · Deployed 7/30/26
Release 4.7 Epics · 13 epics DEPLOYED → 4.7 13 items
1
Product Ranking API — Add State Code GWMAIN-10829
Add state code to the Product Ranking API to support the TX and CO state rollout.
DONE 4.7
2
OFAC Self-Service Re-trigger GWMAIN-12686
New permission-controlled “Update OFAC” button on Policy Info to re-trigger OFAC.
DONE 4.7
3
DIG: Agent Self-Service Mailing Address Update GWMAIN-1315
Ability for agents to update their mailing address via self-service in Digital.
DONE 4.7
4
GD: Copy CA HO-2 Forms Changes to New Edition of Quote Redesign Forms GWMAIN-13346
Quote redesign forms changes pushed from 4.4 to post–CA HO-2 launch; copy CA HO-2 changes into the new edition.
DONE 4.7
5
PC: CA E&S Surplus Lines Administration — Auto Upload Change GWMAIN-11859
Change to the cancel/rewrite auto-upload process per SLA management and legal compliance.
DONE 4.7
6
GD: Revisions to the Billing Statement GWMAIN-12226
Increase font on mortgagee-billed statements instructing insureds to NOT take any action.
DONE 4.7
7
PC: Digital outage notification system — Phase 1 GWMAIN-12752
Rotating banner header in Digital to communicate time-sensitive IT system / vendor outages.
DONE 4.7
8
DIG: Improve Digital “Change Payment” workflow GWMAIN-1305
Show saved payment methods regardless of AutoPay; allow card replacement; add one-time payment link.
DONE 4.7
9
Feature Request — Digital outage notification system — Phase 1 GWMAIN-4840
Rotating banner header in Digital to communicate time-sensitive IT system / vendor outages.
DONE 4.7
10
CR: Forms triggered during a policy change even when no specific trigger is present GWMAIN-7358
Endorsement policy packets attach incorrect forms without a trigger (from GWMAIN-1595 PO review).
DONE 4.7
11
CR Digital and PC — CSL Coverage mandatory with water loss GWMAIN-8301
Make CSL coverage mandatory when a water loss is manually added within any dates/year.
DONE 4.7
12
CR — Forms values issue in Wildfire Risk Notification GWMAIN-13273
Slope value on the Wildfire Risk Notification does not match the value in PC.
DONE 4.7
13
CR — Digital: Ability to Change Effective Date not on Mortgagee Bill GWMAIN-1392
Restrict effective-date changes in Digital to policies not on mortgagee bill.
DONE 4.7
10 Recent Deployments
Release 4.7.1 · Deployed 8/13/26 · all content Done DEPLOYED → 4.7.18 items
1
GD INT: Revise verbiage and headers in the Renewal Policy Expiration Notice GWMAIN-17056
GhostDraft, Integration · Ashley Rinne · Done
CRITICAL
2
Feature Request — CA 8/11/2026 RL02 rate change, Company 10 GWMAIN-17171
Rating · Unassigned · Done
CRITICAL
3
Feature Request — Rhizome release needed (as of 8/11) GWMAIN-17297
Integration · Nat Shenton · Done
CRITICAL
4
ESD Escalation — Rating factor "getLatePaymentNotice" changing mid-term GWMAIN-15888
Rating · Sabrina Chapman · Done
CRITICAL
5
ESD Escalation — supplemental fee changing during reinstatement GWMAIN-15895
BillingCenter, Reinstatement · Unassigned · Done
CRITICAL
6
D2C — LogRocket sessions not recording GWMAIN-17543
D2C · Anu Potu · Done
CRITICAL
7
ESD Escalation — CA HO2 Customer Portal: billing documents not displayed GWMAIN-14745
Customer Portal, Documents · Ashley Rinne · Done
HIGH
8
ESD Escalation — dead click on Save for Hydrant & Fire Station Distance GWMAIN-15338
Digital, PolicyCenter · Aaron Lenhart · Done
HIGH
Release 3.10.2.1 · Deployed 5/5/26 DEPLOYED 2 items
—
Defect: Past-due premium displaying after policy is already reinstated. GWMAIN-11156
Premium displayed is double the amount owed. Scheduled for Release 4.5.
IN QA → 4.5
—
Change Request: Display minimum amount due to renew the policy for policies on installment plan. GWMAIN-11396MBR-02
Ready for dev. Target release 6/30/26.
READY FOR DEV
D2C Hotfix · Deployed 5/12/26 DEPLOYED 1 item
1
Ability to remove Additional Coverages when selected
DEPLOYED
Release 4.1 — Rating · Deployed 5/19/26 DEPLOYED 4 items
1
TX: UW Tier GWMAIN-9880MBR-06
Underwriting Tier is recalculating mid-term.
DEPLOYED
2
TX E&S: Roof Matrix GWMAIN-9480
Updates to Roof Matrix.
DEPLOYED
3
CA Accredited — Rate & Coverage Change GWMAIN-4646
Add MPD and Claims-Free Discount; change territory factors.
DEPLOYED
4
Renewal Effective Date Update to 9/28/26 GWMAIN-11560
For GWMAIN-78.
DEPLOYED
Release 4.2 · Deployed 5/28/26 DEPLOYED
Refer to the sprint tracker for deployed items.
Production Defects · Release 4.2 · Deployed 5/28/26 DEPLOYED 4 items
1
CA E&S Slip Upload — Cancellations
API capturing the incorrect RP — Surplus Lines tax and fees are incorrect.
CRITICAL
2
CA Condo — Coverage C Reset
Coverage C resets to minimum value when Coverage A is modified.
HIGH
3
Comp Rater — Coverages Defaulting
Coverages defaulting once quote is bridged.
HIGH
4
Multipolicy Discount — Display Discrepancy
Showing on the Declaration Page but not under discounts or in the rate workbook.
HIGH
D2C Day 2 Fix · Deployed 6/30/26 DAY 2 1 item
1
GWINIT-2493
Reduce Water Limit Coverage — incorrectly moving up to “Summary of your Coverages” section
Dependent on IG track. Digital dev will resume once dependency cleared. Target: Release 4.5.
DEPLOYED → 4.5
D2C Defect · Deployed 6/30/26 DEFECT 1 item
1
GWINIT-2495
Do not display 50% ERC for policies with $2M+ Cov A
QA testing begins once QA3 is ready. Target: Release 4.5.
DEPLOYED → 4.5
D2C Change Request · Deployed 6/30/26 CR 1 item
1
GWINIT-2499
Align D2C, Agent Portal, and APD to hide Water Detection Discount for Admitted and Non-Admitted Lite
QA testing begins once QA3 is ready. Target: Release 4.5.
DEPLOYED → 4.5
Agent Experience · Release 4.5 · Deployed 6/30/26 · 15/15 shipped (in tandem with CA HO-2) DEPLOYED → 4.5 15 items
1
Feature Request — Pull autopay payments on the actual due date (not 2 days prior) GWMAIN-8298
Match billing statements and pre-authorized payment plans; pulls insured payment on the due date, not prior.
DEPLOYED → 4.5
2
Enable Add/Change Mortgagee in Digital for non-mortgagee-billed policies GWMAIN-2166
Loaded as Additional Interest, with refined rules and a max of 2.
DEPLOYED → 4.5
3
Feature Request — Add a character limit and validation (or remove) on Address Line 2 in Digital GWMAIN-5234
Provides a character limit for Address Line 2 and Smarty validation.
DEPLOYED → 4.5
4
Feature Request — Digital — Update the Global Search Bar functionality GWMAIN-7028
Lengthen the search result fields so the entire result displays; update search logic to clearly show Account / Policy / Quote results; make the search bar more prominent; change 'ALL' to 'SEARCH'.
DEPLOYED → 4.5
5
Feature Request — Change logic on Open Quotes GWMAIN-7661
Align and configure the display logic on the Quotes Tile; add Declined to the list (Draft + Quoted + Declined) so numbers match and agents see Declined quotes.
DEPLOYED → 4.5
6
Renewals: Auto-reinstate a cancelled renewal once payment is processed, within 45 days post-due-date (partial payments allowed) GWMAIN-9090MBR-02
Remove manual process to reinstate policies. Possibly add instant payment status update from BC to Digital.
DEPLOYED → 4.5
7
GD: Revise Renewal Expiration Notice to include language reminding insureds to make a payment up to 45 days after due date GWMAIN-10416MBR-02
Softens language on the policy expiration notice and reminds insureds to make payment online.
DEPLOYED → 4.5
8
Display Correct Amount Due for expired renewals (installment plans to reinstate policy) GWMAIN-11396MBR-02
Show the correct amount due in the payment portal.
DEPLOYED → 4.5
9
Feature Request — Add an additional email trigger for Return Premium as soon as the RP trigger occurs in BC GWMAIN-9877MBR-01
DEPLOYED → 4.5
10
PC: CA Due Diligence Workflow — Update Renewal Form GWMAIN-12668
DEPLOYED → 4.5
11
Feature Request — Allow Economy Grade in 360V for TX GWMAIN-10469
Include Economy selection in v360 in TX.
DEPLOYED → 4.5
12
DIG: Allow Economy Grade in 360V for TX GWMAIN-12095
DEPLOYED → 4.5
13
DTC — Allow Economy Grade in 360V for TX GWMAIN-12355
DEPLOYED → 4.5
14
Feature Request — PC: Update the Global Search Bar functionality GWMAIN-12768
DEPLOYED → 4.5
15
CR — GW Declaration page incorrectly shows # of attached units as 2 when home is a single-family dwelling GWMAIN-8252
DEPLOYED → 4.5
Commission · Deployed 7/7/26 DEPLOYED → 4.5.1 2 items
1
Feature Request — Issue New Commission Plan – CA E&S (Non-Admitted) | Effective 8/1/26 GWMAIN-12417
BillingCenter · Commission · Umesh Jagtap · Done · GWMAIN 2026-8
CRITICAL
2
Feature Request — Calculate Commission Rates based on the Commission Plan effective at the Policy Period effective date GWMAIN-13557MBR-05
BillingCenter · Commission · Shweta Sharma · Done · GWMAIN 2026-8
CRITICAL
Release 4.7.0.1 — Critical Production Defect Hotfix · Deployed 8/5/26 DEPLOYED → 4.7.0.1 3 items
1
ESD Escalation — Coverage resetting to zero when adding additional coverages / missing single limit for water on the Signature product (D2C) GWMAIN-16318
D2C · Caelin Sheahan · Done
CRITICAL
2
ESD Escalation — California condo D2C not defaulting to “Less than $1,000,000”; APD update needed GWMAIN-16422
D2C · Caelin Sheahan · Done
CRITICAL
3
ESD Escalation — Unable to add/save mortgagee (save/re-quote ordering bug on the billing page) GWMAIN-15440
Digital · Dawn Curnow · Done · moved out of R4.8
CRITICAL
Release 4.7.0.2 — Hotfix · Deployed 8/7/26 · erroneous $0 billing statements and cancellation notices 4.7.0.2 6 items
1
Feature Request — Suppress the auto-generated $0 billing statement after a flat cancel GWMAIN-8058
Billing / Documents · Ashley Rinne · Done
CRITICAL
2
INT: Suppress Renewal Cancellation Notice to Mortgagees GWMAIN-17009MBR-02
Integration / Renewals · Ashley Rinne · Done
CRITICAL
3
INT: Suppress Billing Statement sent on Renewal Expiration GWMAIN-17010MBR-02
Integration / Renewals · Ashley Rinne · Done
CRITICAL
4
Feature Request — Rhizome Deployment 8/6 GWMAIN-16979
Integration · Nat Shenton · Done
CRITICAL
5
Billing statement is not generated for NBS transaction GWMAIN-17115
Billing · Igor Poteriaiko · Done · Bug
CRITICAL
6
R4.7.0.2 Hotfix Deployment GWMAIN-17067
Deployed to production 8/7/26. Go approved by Chris Shu.
DEPLOYED
Generated August 17, 2026 · PMO · build 2026-08-16 22:57 Operational Execution Call — Agenda