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2.72 Release Notes

Tres Moore
  • Updated

Released to UAT: March 4th, 2025

Released to Production: March 11th, 2025, after business hours

 

Release contents

 

New Features

 

Hi Marley Connect: open beta release

Available to: All customers interested in using this product during the Beta period

What’s New:

Hi Marley Connect is a lightweight extension of our web app, designed to allow insurance professionals to leverage Hi Marley’s features while working across systems with minimal IT effort.

This feature is currently in open beta, and we are actively seeking feedback to maximize the value of this offering.

Connect.png

Benefits:

  • Seamless Integration – Effortlessly embed Hi Marley into existing workflows.
  • Boosted Efficiency – Streamline processes, enhance productivity, and focus on what matters most.
  • Rapid Deployment – Implement with ease and minimal IT involvement.
  • Continuous Innovation – Stay ahead with a solution that evolves without heavy IT integration work.
  • Enhanced Customer Experience – Deliver fast, accurate responses that increase adoption and improve policyholder satisfaction.

How It Works:

  • Available as an extension for both Chrome and Edge browsers.
  • Quick Access to the Side Panel – Click the Hi Marley icon on the right side of your screen to open the panel. Close it anytime by clicking the “X.”
  • Seamless Connectivity & Notifications – Stay informed with real-time browser notifications and message badges across tabs.
  • Direct Case Linking – Clicking a phone or claim number in Verisk, Copart, or Guidewire opens the associated case in Hi Marley. If no case is found, create a new case instantly via the grey bubble.
  • Customizable URL Management – IT teams can configure URLs to define where phone numbers are scanned for direct linking.
  • Adjustable Logo Placement – Users can reposition the Hi Marley logo on their screen.

We welcome your feedback on Hi Marley Connect during this open beta period. Please share your experience with your Customer Success Manager or through our Help Center.

 

Feature Enhancements

 

Updated Help Center Access

Available to: All customers

What’s New:

The Help Center icon has moved from the lower right-hand corner to the top navigation bar for easier access.

Benefits:

  • Prevents overlap with key UI actions, improving usability.
  • Keeps support resources easily accessible in the main navigation.

How It Works:

  • Click the Help Center icon in the top-right navigation bar to open the dropdown.
  • From there, access:
    • Announcements
    • Onboarding guides

    • The Hi Marley Help Center for FAQs and training resources

       

Help Center access.png

 

 

Insights Update: Line of Business Filters & Drill-Downs

Available to: All Customers leveraging Line of Business configuration

What’s New:

  • Enhanced filtering – My Org and My Team dashboards can now filter by Line of Business.
  • Drill-down insights – View Line of Business details at the case level within reports.
LOB filters image 1.png

 

LOB filters image 2.png

 

Benefits:

These enhancements provide a more focused and actionable view into case-level details by making Line of Business data visible and interactive. Users can analyze trends, track performance, and understand how different business lines contribute to case activity.

Note: This field is only visible to organizations with Line of Business enabled and for cases created after December 4, 2024. The name is sourced from the Line of Business Display Name configured in the Company Hierarchy settings.

 

Insights Update: New Group Column Included in My Teams / Org Insights Drill-Downs

Available to: All customers

What’s New:

In case count drill-downs on the Insights Dashboard, each case will now list any groups that the operator assigned to the case belongs to.

Benefits:

  • Provides full group visibility in case-level raw data.

How It Works:

  • Click the Total Cases drill-down on My Org or any count that generates a drill-down to see the new column.

     

Manually opt-out user

Available to: All customers

What’s New:

  • New "Opt-out Customer" button under the Actions menu.
  • System messages now track opt-out actions by both adjusters and end users.

Benefits:

  • Ensures FCC compliance with new 2025 regulations.
  • Streamlines the opt-out process for adjusters.
  • Improves transparency with automated system notifications.

How It Works:

  • Adjusters can opt out end users via the "Opt-out Customer" button in the Actions menu.
  • The system displays a confirmation message for the adjuster action.
  • A grey system message appears showing:
    • For adjuster opt-outs: "{operator.firstName} opted out {endUser.firstName} ({endUser.mobile}) on {opt date change}"
    • For end user opt-outs: "{endUser.firstName} ({endUser.mobile}) opted out on {opt date change}"
  • The case status updates to reflect the opt-out status.

  • An automated message confirms the opt-out to the end user.

     

Additional Opt-Out Keywords

Available to: All customers

What’s New:

Customers will now be opted out if they text: optout, opt out, revoke.

Benefits:

Ensures compliance with new FCC opt-out regulations taking effect in 2025.

 

Improved Notifications Page Experience

Available to: All customers

What’s New:

The Notifications Page has been redesigned for a more intuitive experience and improved responsiveness on smaller screens.

Benefits:

  • Improved usability with a cleaner design.
  • Enhanced readability with optimized spacing and layout adjustments.

How It Works:

  • The updated design provides a more intuitive layout for managing notification settings.

 

Remove Profanity in Marley Translate

Available to: All customers

What’s New:

Any translated words that contain profanity will be replaced with the string "?$#@$".

How It Works:

  • This is automatically applied when a new message is received on a case with Marley Translate enabled.

     

Total Loss Assist: Add Partner Icon to Messages Sent by That Partner

Available to: Customers leveraging Total Loss Assist

What’s New:

Automated messages triggered by Copart Events in the Hi Marley App will now display the Copart logo next to each SMS.

Benefits:

  • Helps adjusters quickly identify messages sent from vendors like Copart.

 

Total Loss Assist: UX Update for Integrations Settings Page

Available to: Customers leveraging Total Loss Assist who are Admin Users

What’s New:

New UX view on the Integration Settings Page consolidating the view of the automated TLA messages into a cleaner and more compact view. Same existing functionality to edit the copy of any TLA rule as well as enable and disable rules.

Benefits:

  • Easier to digest and see all available TLA rules with ability to edit.
Total Loss Assist update for integration settings page.png

 

Bug Fixes

Issue Importing Users via CSV

Fixed an issue where an invisible empty field in the CSV caused import failures. Users no longer need to manually delete hidden fields before uploading.

Case Closure and Reassignment Error for Cases with Deleted Brands or Lines of Business

Previously, users encountered an error when attempting to close or reassign a case associated with a deleted brand or line of business. This prevented case management actions from being completed successfully.

This issue has been resolved. Cases linked to a deleted brand or line of business can now be closed or reassigned without errors. Deleting a brand or line of business will only impact the ability to create new cases under that brand but will not affect existing cases.

User Management Issue When Deactivating a User

Fixed an issue where the Change button could become stuck when deactivating a user. It now functions properly.

Case Actions Dropdown Visibility

Fixed an issue where the Case Actions dropdown was hidden behind the conversation panel on smaller screens. The menu now remains fully visible and accessible on all screen sizes.

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