Release Training

Training materials and walkthroughs for each Plansight release

Releases

Release 7.22.26

Carrier Follow-Up Sequences, Accident Benefits for School Populations, Coinsurance Maximum, Remove Modeling, Quick CS Wins

Release: July 22, 2026 5 Features

Release 6.10.26

DHMO, Scout In-App Assistant, Stop-Loss Parsing, Cover Letter Substitutions, Renewal Month, Single Login

Release: June 10, 2026 6 Features

Release 5.13.26

Easy Renewal Workflow, Merged Presentation, AI Updates, Plan Names

Released: May 13, 2026 4 Features

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