What's New

Client360 is our self-service portal. We think you’re going to love these updates. Feel free to explore this page to learn more about the changes.

New features with this release

The following changes went into effect on 12-November-2025.

• Voice to text feature available for all clients. We have now enabled the voice to text feature for all clients. This feature allows you to enter comments by voice into the Inquiry Details or Comments section of an inquiry. After you record your comment, Client360 transcribes it into the field. This enhancement provides all clients the convenience of not typing everything related to the inquiry.

• New and improved Client360 Help dropdown. We have improved the Client360 Help button at the top of the homepage so you can use it to navigate to different sections. You can now navigate to this What's New section and the Client360 Training section directly from Client360. Previously, you could only navigate to the landing page and would then need to navigate separately to these sections.

• Survey responses now available in inquiry reports. When you download a report in Client360 containing closed inquiries where you have completed a survey, you can now see your survey responses in the report. This lets you see all your responses in one place. Previously, you had to navigate to each inquiry to see your survey responses.