Released to UAT: November 11th, 2025
Released to Production: November 18th, 2025, after business hours
Release contents:
Feature Enhancements
- Workflow Assist™ Integration with XactAnalysis® (Verisk)
- Settings Redesign (Unified, Scalable, and Future-Ready)
- New Setting Configurations to Empower the Admin
- Assignment-Level Insights
- Message Templates Page – Import & Export Now Available!
Feature Enhancements
Workflow Assist™ Integration with XactAnalysis® (Verisk)
Available to: Carriers with a Workflow Assist subscription.
Learn more: Contact your Account Manager to explore how your organization can enable this offering.
What’s New:
Hi Marley’s Workflow Assist™ now integrates directly with Verisk’s XactAnalysis® platform — creating a seamless, real-time connection between property claims data and customer communication.This integration allows carriers to automate claim updates, centralize communication, and improve collaboration across all stakeholders involved in the property claim process.
With Workflow Assist, information flows automatically from XactAnalysis to Hi Marley, ensuring that claim status changes, adjuster assignments, and scheduling updates are immediately reflected in customer-facing messages — without requiring carrier technical support.
Benefits:
Streamlined Claim Workflows:
Reduces manual coordination and eliminates redundant data entry by syncing claim information between XactAnalysis and Hi Marley.Faster Customer Updates:
Automates real-time notifications to policyholders for events such as adjuster assignment, appointment scheduling or rescheduling, inspection updates, and QA approvals.Improved Collaboration:
Enables clear communication between adjusters, carriers, and third-party vendors — all within a single trusted conversation thread.Higher NPS & CSAT:
Keeps policyholders informed and confident with timely updates, while freeing up adjusters’ bandwidth during peak claim periods, such as CAT season.
How It Works:
Workflow Assist™ listens for specific event triggers in XactAnalysis® and automatically delivers the right information to adjusters and customers within the Hi Marley platform.
For example:
Adjuster Assignment & Reassignment
Job Start or Completion
Appointment Scheduling & Reminders (localized to the customer’s time zone)
Site Inspection or QA Updates
The integration requires no carrier technical support — once enabled, claim data flows securely between Verisk and Hi Marley.
Learn More
To learn more about Workflow Assist™, visit our Product Overview Page: https://himarley.zendesk.com/hc/en-us/articles/41697527177747-Workflow-Assist-with-XactAnalysis
Reach out to your Account Manager to learn how your company can move forward with this integration.
Settings Redesign (Unified, Scalable, and Future-Ready)
Available to: All customers (Admins & System Admins roles)
What’s New
We’ve redesigned the Settings experience to make configuration easier to discover, understand, and maintain—today and as you grow.
One Settings hub: We consolidated configuration that previously lived in two places (Manage and Settings) into a single Settings tab for straightforward navigation.
Unified & searchable: All organization and management settings are now in one place with search so you can quickly find what you need.
Card-based layout with previews: Each setting appears as a card with a quick summary of key configurations—no need to click in just to check what’s enabled.
Consistent patterns: Standardized layouts and a single save per functional area reduce errors and speed up edits.
Note: This is a UI/UX and navigation update. The underlying settings and permissions remain the same.
Benefits
Faster admin workflows – Search + previews mean fewer clicks and less hunting.
Lower risk changes – Clearer groupings and single-area save reduce accidental saves across unrelated settings.
Simpler navigation – One destination for all configuration reduces confusion and duplication.
How It Works
Open Settings in the left navigation to access all configuration. These were formerly split across Manage (the users and groups management that Admins have access to) and Settings (the organization configurations that System Admins have access to).
Use search to jump directly to what you need.
Each card shows a preview (toggles, counts, labels) so you can confirm configuration at a glance.
Click a card to view and edit details; changes are saved per functional area.
Your existing configurations are preserved—no action required to migrate.
What’s Changing vs. Not Changing
Changing
Navigation: Settings previously found in Manage and Settings are now consolidated into one Settings tab.
Layout: Unified, searchable, card-based experience with previews.
UI consistency: Modernized components for a smoother, more consistent experience.
Save behavior: Single save per functional area for clarity and control.
Not Changing
Which settings you have access to.
Role-based permissions and access controls.
Integrations and APIs (no API changes).
FAQs
Will this impact existing workflows or automations?
No. This is a UI update. All settings and automations continue to function as before—now in one place.
Are there API or integration changes (e.g., Guidewire, data exports)?
No. There are no API changes in this release.
New Setting Configurations to Empower the Admin
Available to: All customers (Admins & System Admins roles)
What’s New:
We’ve added three new configuration options in the web app to give Admins and System Admins more control and visibility into key automation and integration settings. These include:
Auto-Resend Welcome Message – Admins can now manage the configuration of our Auto-Resend welcome message feature directly in the webapp.
Single Sign-On (SSO) Configuration – Integration/System Admins can now enable the SSO flag for their organization as the final step of their SSO integration. (For more on setting up Single Sign-On, check out our overview here!)
Benefits:
Empowerment: Enables Admins to self-manage automation and integration configurations without engineering support.
Clarity: Centralizes key settings within the Organization Settings area for improved visibility.
Efficiency: Simplifies workflows for managing welcome messages and SSO setup.
How It Works:
Each feature can be found within the Settings → Organization Settings section of the webapp:
Auto-Resend Welcome Message: Select the Auto-Resend Welcome Message card.
SSO Configuration: Select the Single Sign-On (SSO) card.
Assignment-Level Insights
Available to:
My Team Insights — Carriers with the Coaching Bundle
My Org Insights — All carriers (available in GA release 2.80)
Overview
We’re introducing Assignment-Level Insights across both My Team and My Org dashboards to provide a more precise and transparent view of operator activity.
Previously, metrics were based on case-level attribution, meaning all actions were credited to whoever was assigned to a case at the time of reporting. This sometimes overstated or understated individual contributions — for example, when multiple operators collaborated on a case or when it was reassigned midstream.
With assignment-level attribution, actions are now tied directly to the operator who performed them, ensuring every contribution is counted and displayed fairly. This update gives a clearer view of team performance and collaboration.
My Team Insights (Included in Coaching)
What’s New
The My Team dashboard now attributes all metrics based on individual operator activity during their assignment period. Every message sent, response made, and survey completed is tied directly to the operator who performed it or operators assigned when the action was taken.
This creates a more precise reflection of individual contributions and shared work, even when multiple operators collaborate or cases are reassigned.
What You’ll See Now
Individual Attribution: Each operator’s actions are counted only for the time they were assigned to a case.
Shared Ownership: When multiple operators work together, each person’s sent and received messages are visible in their own metrics.
Preserved Contributions: When an operator is reassigned or unassigned, their historical activity remains part of their performance record.
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Updated Metrics:
Total Assignments shows how many cases each operator was ever assigned to.
Message Counts and Response Times reflect activity only during active assignments.
Survey Metrics include results from all operators who were assigned to the case.
Benefits
A truer picture of performance that matches how teams actually work.
Fair recognition of each operator’s contributions across shared and reassigned cases.
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Stronger coaching insights for managers using My Team dashboards.
My Org Insights (All Carriers – Release 2.80)
What’s New
The My Org dashboard now supports assignment-level logic in its filters and drill-downs, improving data accuracy and clarity across your organization.
Filters
Operator Name: Includes any operator who has ever been assigned to a case. Message metrics include all actions while they were assigned.
Group Name: Reflects the group membership of any operator who has ever been assigned to the case.
Drilldowns
We’ve updated three fields to clarify that the operator name, email, and role displayed correspond to currently assigned operators on the case.
New Field: Current & Historical Operators Assigned to the Case
Shows the ten most recent operators assigned to each case.
Includes both Primary and Secondary operators.
Repeats per case row if multiple operators are assigned.
Benefits
Broader visibility into both current and past contributors.
Consistent logic across My Org and My Team dashboards.
Improved clarity when drilling down into operator and group details.
Message Templates Page – Import & Export Now Available!
Available to: All customers (Admins & System Admins roles)
What’s New
We’ve refreshed the Message Templates page to make it easier than ever to manage your templates in one place.
The new design offers a simplified layout for navigating, editing, and maintaining all your templates — including Line of Business (LOB) templates — from a single, unified page.
In addition, we’re introducing powerful Import and Export functionality!
Whether you’re onboarding for the first time or managing templates at scale, you can now bulk add, update, or validate your templates using a CSV import file.
This new workflow makes it simple to:
Export existing templates to review or update them
Validate updates in your QA environment
Seamlessly import the same file into Production once everything looks good
How It Works
Navigate to Settings → Message Templates.
From this page, you can add or edit templates — including all existing Line of Business templates.
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Use the Actions menu to find the new Import and Export options:
Export your existing templates to CSV to review their structure and content.
Make any updates or add new templates directly in that file.
Then, Import your CSV to apply your changes.
During import, the system will validate your file and display any issues before finalizing.
Once validated, your updated templates will be ready for your adjusters to use within just a few minutes!