Here’s a roundup of the latest platform updates from the past two weeks. These enhancements span both Harmony (for Network users) and Understanding (for Agency users), along with a behind-the-scenes enhancement you can now take advantage of by reaching out.

✅ Automated NAICS Classification Support

Classifying Book of Business just got easier. The Submission Service now includes SIC-to-NAICS crosswalk support. When only SIC codes are available, Understanding will automatically suggest the appropriate NAICS code—simplifying data input and improving classification accuracy.

Note: If you’re interested in learning more or would like this feature activated, let us know—we’re happy to help.

✅  Behind-the-Scenes Support for Combined CPR File Uploads

While you won’t see any interface changes, our internal tools now support uploading multiple carrier CPR files in a single combined format—no manual splitting needed.

What this means for you: If your team receives combined CPR files from a carrier, we can now load them on your behalf with less friction. Just send them our way—we’ll handle the rest.

Interested? Reach out to help@agencykpi.com to take advantage of this support.