Version History
Details of Quadra® releases within the last five years are listed here. Access major versions using the links on the right.
February 3, 2025
v10.0.0
This major release uses a cutting-edge web technology stack and includes a number of significant enhancements. Users will notice a new interface, improved functions, and faster processing.

New features
- A new quick search bar works across the site; Results are ranked and organized by module.
- A streamlined interface provides easier navigation.
- Activity history is now available in the Notes and Documents modules.
- Additional preferences introduced in the user profile settings, including an image upload feature.
Enhancements
- Module selection now includes Claims, Drivers, and Surveys in the Risk Management section.
- Options for viewing account details expanded to include a grid format.
- Revised Allocations module wizard reduces overall steps when creating a new allocation.
- Two-factor authentication includes option to use an authenticator app.
- Updated controls are available in the Administration module.
Performance enhancements
- Greatly improved module grid load times, especially when grids contain thousands of records.
- Upgraded Quadra's web technology stack for faster performance.
September 6, 2024
v9.8.3
Enhancements
- New customizations are available for vehicle ID cards: Users can define multiple ID card settings for a state and link a master policy to any of the card templates.
April 1, 2024
v9.8.0
New features
- New Preview link in Surveys allows users to view a survey during the editing process to see how it will appear to respondents.
- Questions and pages of surveys can be copied.
- The copy, remove, and change order options for each page in a survey are accessed from a drop-down menu for a cleaner interface.
Performance enhancements
- Increased performance in Surveys for a better user experience.
Bug fixes
- "Copy Page" and then "Copy Question" causes out-of-order issue in the Surveys module.
February 26, 2024
v9.7.0
New features
- Contacts and Ownership grids are available on separate pages to maintain a cleaner layout for account information.
- When adding or editing a new Corporation or Individual account, secondary fields are hidden, presenting a simplified interface. These fields can be accessed through a ‘More Settings’ link.
Enhancements
- Improved interface for managing accounts, which now follows the tab format of other modules.
- The Search History tool for Account Details has been revised with a simplified criteria form and the option to view additional details for search results.
Bug fixes
- "View Payment" from payment processor in Accounts Receivable module is not working.
- Account name is being capitalized when changing account group.
- Phone and number format strings are being saved into the database for accounts.
- Selecting section tab with error indicator causes selected tab name to save incorrectly in profile.
February 1, 2024
v9.6.0
New features
- Ability to pull more details on A/R transactions through the Search History tool.
- New features for searching transactions such as the option for selecting columns that are saved to the user’s profile.
Enhancements
- Improved interface for adding and receiving payments in the A/R module, which follows the tab format of other modules.
Bug fixes
- In Accounts Receivable, the "Apply Credit From" info message on home page should go directly to apply page when only one credit exists.
- When adding a note for a module, the account label is blank.
November 14, 2023
v9.4.0
New features
- Integrated notifications into Email Builder in order to contact a group of recipients or include an attachment.
- When including reports as attachments, users can specify whether or not the email sends if the report is blank.
Bug fixes
- On "Add" for Email Builder, setting query recipients does not save the query and sends to all recipients.
October 27, 2023
v9.3.0
New features
- Option to save searches to ease the process for finding specific records.
- When creating or editing the Schedule tab on an allocation, a link is available that displays the full list of dates for allocated amounts, asset changes, and invoices.
Bug fixes
- Auto-renew not working correctly for Leases module.
- DevExpress comboboxes scroll to the bottom when browsing contents; This happens with Firefox only.
September 29, 2023
v9.2.0
New features
- Larger attachments (over 10MB) sent through Email Builder will be available as download links.
- The Allocation Schedule features a simplified interface for clients not using the A/R module.
Enhancements
- Improved VIN decoding system, used when adding a new vehicle.
August 1, 2023
v9.1.0
New features
- The ‘Location/Description’ field can be edited on property certificates at the policy and certificate levels to better describe a location.
- Through Report Builder, users can more easily manage report accessibility through a show/hide feature that controls whether reports appear in the Reports module.
- Vehicle ID cards can be customized through Report Builder’s interface.
- When copying an allocation, the ‘Schedule dates’ setting includes the option to advance the fiscal year by one year.
Bug fixes
- Report Builder does not allow linking a subreport whose "Visible in Reports module" setting is false.
- Report Builder is not showing "Add Data Source" menu option.
July 21, 2023
v9.0.0
We are pleased to announce Quadra® 9.0, which features a new tool, Report Builder, that allows users to easily edit or create reports through an intuitive interface. Read more

New features
- Introduction of Report Builder, a system for adding and editing reports. Comprised of DevExpress controls, the system features a drag-and-drop interface so users can arrange a variety of elements, such as text, graphics, and data-bound fields.
Bug fixes
- In the Administration module, the sidebar loads expanded and then contracts, causing a page flicker.
May 26, 2023
v8.6.0
Bug fixes
- "Contacts" report is throwing an exception.
- "Multiple Certificates" function is not filtering by Certificate Holder when valued in the Reports module.
- "Vehicle Changes by Carrier" report is missing data.
- A subreport in the Reports module is being cast to specific type, causing an exception.
- Activity notification is causing an object variable exception.
- During a vehicle import, the registered owner middle name is cleared.
- Editing a contact"s "First Name" and "Last Name" fields valued should not value "Company Name".
- Editing a structure rate class and adding a value type removes existing value types in the formula in the Allocations module.
- The UDF radio button value is returning an import validation error when not valued in the file.
- The vehicle import process is not valuing the finance contact fields.
April 25, 2023
v8.5.0
New features
- New addenda feature for Certificates module. After uploading an addendum, it appears after the certificate and all pages are generated and shared as a single file.
Bug fixes
- "View Documents" links embedded in PDFs are not working, returning 404 in the Risk Management module.
- An import of Accounts (edit mode) is causing the main contact zip code to disappear.
- WebDocumentViewer in the Reports module is not resizing correctly on mobile.
April 18, 2023
v8.4.0
New features
- New feature displays the ‘Share Report’ window even if the browser has been set to block pop-ups.
- When scheduling A/R reports, accounts can be selected, providing flexibility in preparing data.
Performance enhancements
- Reports are displayed quickly and consistently and include export options.
Bug fixes
- Imported vehicle data with invalid vehicle type is not showing the drop-down options.
- The link from WebDocumentViewer print dialog may cause download failure in Reports module.
April 1, 2023
v8.3.0
New features
- Accounts receivable report parameters include filters that allow users to select accounts or perform advanced queries.
- Asset module grids include the option to display payor counts, making it easier to identify which assets have payors.
- Reports for vehicles, structures, and other exposures have the option to includes assets without payors.
- Users can edit values for structure protections (alarm systems, sensors, cameras, etc.) through the Administration module.
Bug fixes
- Certificates and Certificate Policies should not be listed as search options in the Reports module.
April 1, 2023
v8.2.0
New features
- In the Drivers module, expired drivers are highlighted in the grid to make it easier to identify those needing re-authorization.
- Pause and resume capabilities added to Email Builder.
- The import tool can accommodate batch removals of data.
Enhancements
- Updated Search History feature for assets, leases, projects, and allocations includes a pop-up window with additional details on the transaction and who made the changes.
Bug fixes
- "Documents by Owner" is causing a deadlock exception.
- History details popup windows for "Previous" and "Next" are not working consistently.
- Single structure history is causing a timeout.
- The Projects module is not capturing history.
January 4, 2023
v8.1.0
New features
- Ability to edit cancellation language as needed for certificates.
- Feature to run checks across payor data to ensure that discontinued payors will not be includedin the invoice-distribution system.
- New account rule available in Administration to more easily include or exclude accounts when setting up an allocation.
- New requirement to include addresses when adding clients.
- Signature upload feature to better customize certificates.
Bug fixes
- Report preview function is throwing a conversion exception.
- The data import list lookup is failing for "Other Exposures Class Code".
December 5, 2022
v8.0.0
We are pleased to announce Quadra® 8.0, which includes a number of important updates: A tab format is available to make it easier to enter and browse information, a new partnership with Checkr expedites the driver background check process, and new features improve the user experience. Read more

New features
- In the Search History feature for Structures, additional details are included about previous edits that can be accessed by clicking on a search result.
- New interface for the asset modules as well as the Projects and Leases modules which uses a series of tabs to organize information.
- Pinned grid headers for easier scrolling so users can browse data more easily.
Bug fixes
- "View Details" in Structures module is showing edit warning.
- "View Email History" is throwing a json length exception in the Administration module.
- Approval add/edit performance issue.
- MiniProfiler upgraded runtime is causing exception.
- Multiple grid headers are getting pinned when scrolling in A/R module.
- Remove import status polling process on imports grid.
September 26, 2022
v7.8.0
Enhancements
- Reduced number of steps in background check process which is used by clients who are onboarding new drivers.
September 13, 2022
v7.7.0
New features
- Ability to renew while copying an allocation which reduces the time needed to create an allocation for a new fiscal year based on the previous year’s allocation.
- New options for auto-numbering invoices; Users can specify a prefix and maximum number of digits that will appear as the invoice number.
- When viewing history for allocations, users can search earlier edits made by team members. Results include date, user, action, and the step in the allocation wizard.
Bug fixes
- Module menu is not pinning when scrolling page without a sidebar.
August 9, 2022
v7.6.0
Bug fixes
- Editing an account without an address is returning a "State" error.
- Updating overrides is not forcing the calcuation to refresh in the Allocations module; Is using a cached result.
June 27, 2022
v7.5.0
New features
- Ability to force a future date on the allocation schedule.
- Ability to view overlapping rate classes in the Allocations module.
- Advanced search is available for the Preview step in the Allocations module.
- Allocation Charges report is available listing all asset changes and invoices for an allocation.
- In the Allocations module, a new message appears following a rate import for the Coverages section displaying the count of rates and a link to view the imported file.
- Modifiers are maintained for asset changes in the Allocations module.
Bug fixes
- Coverage > Rates screen needs to handle a large number of rows created by imported rates in the Allocations module.
- Data import is not valuing structure protection lookup values.
- Data import UDF is not staging.
June 6, 2022
v7.4.0
New features
- Ability to indicate specific accounts and set criteria for activity notifications.
Bug fixes
- Edits are not logged in activity (and therefore doesn"t send a notification) when editing a UDF only.
- Imported structure"s "Ownership Type" is not selecting in the drop-down control.
May 10, 2022
v7.3.0
New features
- Ability to resolve large sets of errors when performing a data import; The process categorizes all errors by type and includes counts.
Bug fixes
- "Transfer Vehicle" is not setting [Rate Class] on the newly-added vehicle.
- Contact import "Prefix" metadata is incorrect and not validating correctly.
- Prevent double submit on "Structure Sold" page.
- The copy function is throwing an exception in the Allocations moduel.
- UDF import issues were reported during testing.
April 13, 2022
v7.2.0
New features
- Ability to replace or add to existing rates within the Allocations module during the rate import process.
- Dark mode is available as a viewing preference for Quadra.
- Import feature is available for accounts.
Bug fixes
- "Account Search" is not working for system user when the account is not linked to a user or partner.
- Account Client_Pyramid_History is not capturing all name fields.
- When importing data, if "Edit > Keep existing data" option is required, the UDF values are not loaded.
February 22, 2022
v7.1.0
New features
- Ability to modify schedule dates generated from frequency settings, which are specified under the ‘Schedule’ section when setting up a new allocation.
- New Partner Management section where brokers access modules and view activity for all of their clients and also add new clients.
Bug fixes
- A user without a link to a top client but has Administration module access is receiving an exception.
- Limit "partner client" modules to those the partner has access to in the Administration module.
- Transfer failing with UDF_Map exception in Structures module.
- Updated rate import should not remove all coverage accounts in the Allocations module.
December 3, 2021
v7.0.0
As part of release 7.0, Quadra® now offers an extensive data import function enabling clients to transfer new or updated records easily and efficiently. Read more

New features
- Expanded the data import function in Administraiton to other modules including vehicles, structures, items, and other exposures.
Bug fixes
- Importing a claim allows null claim numbers.
- Importing does not allow editing resolution if the original import value is blank.
- Search function is not returning hits from text within PDF files in the Risk Management module.
May 28, 2021
v6.6.0
New features
- Ability to remove any generated invoices and journal entries through the Allocation Schedule.
- Ability to select automatic or manual settings in the Allocations module when creating invoices and journal entries that result from asset changes.
- Automated system in the Allocations module for sending invoices, asset change reports, and allocation amount reports through the Email Builder tool.
- New setting added to Email Builder that allows users to pick an allocation invoice date from the recipient grid.
- The Allocations module includes a ‘Maximum Age’ setting, giving users the ability to limit how far back journal entries may be dated by allocation.
Bug fixes
- Copying an allocation throws and exception.
- In the Allocations module, "Empty Asset Cache" is not always working; Edited asset does not appear until app pool is recycled.
- Schedule grid "Total Asset Change Amount" column is not summing correctly in the Allocations module.
March 17, 2021
v6.5.0
New features
- Ability to access any step of the Allocation wizard for the purpose of editing directly from the main Action menu on the Allocations page.
- Invoice-creation feature is available for clients that use Quadra’s Allocations and Accounts Receivable modules together. A new tab in the Allocations wizard allows users to set preferences for invoice formatting, scheduling, and coverage-to-fund mapping.
Performance enhancements
- Performance issues addressed.
December 1, 2020
v6.4.0
New features
- For the Vehicles module, the ID card system includes the ability to override the insured address on the ID card system; customize verbiage for cards; create state-specific cards for Pennsylvania, New York, and California; and enter an address for the insurance carrier.
- Vehicle-driver linking feature and the ability to replace the insured address.
Bug fixes
- Lease history grid loses search criteria when sorting by a column.
- Standard Vehicle ID Card Report is not showing the broker state.
September 15, 2020
v6.3.0
New features
- Ability to edit inputs at any step of the allocation wizard and edit allocations of any status.
- Ability to re-run an allocation for any past schedule date, meaning that charges can be regenerated to incorporate any recent edits.
- In the preview section of the allocation wizard, users can view allocated premiums by Bill To Account.
Bug fixes
- Adding a new vehicle registered owner saves as "Vehicle Owner" and should be "Auto Owner"; drop-down menus are breaking.
June 17, 2020
v6.2.0

New features
- Account address fields are available in all asset grids so they can be chosen on Aggregated Assets.
- Availability of a new ID card report for the state of California, with the option to enter an insurance carrier address.
- Availability of single sign-on for Quadra, allowing users to log in with one set of credentials to access multiple applications.
- New currency formatting option for user-defined fields.
Enhancements
- The Active Vehicles Report includes an updated account format for greater clarification.
March 6, 2020
v6.1.0
Bug fixes
- Hangfire no longing running jobs; May have run into upper limit in that database.
February 24, 2020
v6.0.0
Advanced Enterprise Technologies Inc.® is pleased to announce version 6.0 of Quadra®, which features a new module that offers online courses as well as an simplified system for inviting team members to become Quadra users. Read more

New features
- Client settings includes a history of edits.
- Invitation links that allow team members to create Quadra accounts.
- New "replacement" indicator for a vehicle which appears on the Vehicle Changes for Carrier report.
- Training module offering online courses to support risk management efforts.
Performance enhancements
- Greater transparency when editing user roles and client settings along with general upgrades to assure a high level of security and performance.
Bug fixes
- "Assign Training with Link" page should not show expired links.
- "Assign Training" has interaction with course security and completed courses.
- Advanced search query builder is not correctly handling "is null" criteria.
- Assigning training to a client is creating dupilcate organizations.
- Course with security set to the top of the heirarhcy is not visible anywhere but at the top.
- Rate class advanced query test throws exception on structure floor area assets in the Allocations module.
- Training completion is not displayed after completing a course.
November 12, 2019
v5.9.0
New features
- Ability to enter a middle name on contacts and accounts which will be displayed on vehicle ID card reports.
- New interface for the Search Pyramid feature which follows the search format found in other modules and offers expanded capabilities.
- System for performing background checks on drivers which can be initiated through an integration with Checkr.
- The process that handles Checkr responses will set Authorization start- and end-dates based on the date that Quadra receives a "Clear" status from Checkr.
Enhancements
- An updated documents-by-category dashboard element that respects a user’s account permissions and document category roles.
- On Account Details page, the Users grid has been moved to its own page.
Bug fixes
- Pending driver authorization add/edit/remove functions are not showing on the approval page.
August 26, 2019
v5.7.0
Bug fixes
- Background color is incorrect when scrolling down; Hierarchy tree collapsed.
August 20, 2019
v5.6.0
Bug fixes
- Date notification is not working correctly after driver updates.
- Editing a policy belonging to a discontinued account causes an exception.
- User is NULLed out of the Client_Pyramid_Name when editing an account.
- When exporting reports from the DevEx viewer the incorrect name is showing.
May 31, 2019
v5.5.0
New features
- New "Brokers" administration page to allow clients to define master policy brokers rather than relying on a fixed set of options.
- New Contact Prefixes administration page for Accounts.
Enhancements
- Updated Insurance Carriers administration page to only display insurance carriers relevant to each client along with ability to remove carriers.
- Updated Producers administration page to only display producers relevant to each client along with ability to remove producers.
April 18, 2019
v5.4.0
Bug fixes
- Renew certificate action should copy over future non-renew date.
March 28, 2019
v5.3.0
New features
- New comment feature has been added to the Support Issues page under user account information. After submitting a new issue, users have the option to comment on their issue and receive responses from the development team.
Enhancements
- Email Builder enhancements including more in-depth recipient search; ability to schedule recurring emails; ability to edit report attachments; ability to edit an email once it is scheduled; variable text options for subject line or body of an email; new calendar displaying when emails are scheduled to be sent.
February 26, 2019
v5.2.0
New features
- Ability to add documents related to a specific note and ability to add notes to documents.
- Ability to choose more than one account that a survey will apply to.
Bug fixes
- "Print Multiple Certificates" action is not returning results.
- Users" grid last activity date is incorrect in Administration.
- When exporting email history, all clients are exported; the filtering action is not working.