Transflo Workflow AI Broker Release Notes

Coming Soon!  This next-generation BETA product is not yet available.

Complete documentation for the current first-generation Transflo Broker AI product is available in this knowledge base (KB):

 

The release notes on this page will summarize the new BETA edition releases of Transflo Workflow AI for Brokers. Knowledge base (KB) articles will be updated to align with future product development. Users and administrators are advised to check back periodically for updates. All release features, estimates, and documentation are subject to change with or without notice.

 

Tip: To differentiate the original Workflow AI editions for brokers and factors from the new next-generation products for 2026, we have made the following product name updates here in the KB:

  • Broker AI: The original first-generation Workflow AI Broker edition.

  • Factor AI: The original first-generation Workflow AI Factor edition.

  • Carrier AI: Not applicable. Legacy DMS and Synergize solutions which were branded Transflo Intelligent Automation have been completely re-architected, re-designed, and re-branded Transflo Workflow AI.

  • Workflow AI for Carriers, Brokers, or Factors: The new next-generation suite of products. Workflow AI for Carriers is currently available. Workflow AI Broker and Workflow AI Factor editions are in BETA phase through the remainder of 2025. Enhancements to all three editions, which will share common platform components and features are planned for 2026.

 

 

 

This release will include the following new features and enhancements:

  • As the Transflo Workflow AI platform expands, we continue to perform early tests on migration data from legacy Broker AI environments to the new Workflow AI unified platform for brokers. Separate editions are also available for carriers and factors. The three solutions share the same platform and resources to optimize performance.

  • The BETA tag has been applied again as the originally released Broker AI product transitions to a new architecture and completely updated user interface. The BETA phase is expected to continue through August, September, and October.

    Early pre-release BETA edition. This KB will be updated to align with future product development.

  • Ongoing enhancements and feature updates.