Team Training

1

DHMO Benefit Type

Quote Dental HMO plans as their own top-level benefit type, with per-ADA-code member-cost inputs and dual-option carrier rollups.

PS-8884

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2

Scout In-App Assistant

Scout's help assistant and onboarding flow now live inside the app, surfacing the right guidance in context.

PS-8784

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3

Stop-Loss Parsing

Upload a stop-loss proposal PDF and let AI auto-populate the quote fields — the same flow already used for medical, dental, and vision.

PS-8885

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4

Cover Letter Substitutions

Cover letters can now merge Producer and Account Manager name + email. “Benefit Primary Contact” is renamed to “RFP Owner.”

PS-8918

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5

Auto-Populate Renewal Month

Primary Renewal Month now fills automatically from actual plan renewal dates, with manual edits always respected.

PS-8631

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6

Single Login Enforcement

A single-license login can only be used by one person at a time — no shared logins.

PS-8745

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