Team Training

1

Carrier Follow-Up Sequences

Automatically nudge carriers who haven’t quoted every line, naming only the lines still outstanding, then escalate the quiet ones to a Needs Outreach queue.

PS-8976

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2

Accident Benefits for School Populations

Eight new Accident plan attributes — ICU, X-Ray, Medical Imaging and five more — so school-population Accident carriers can be quoted with their full benefit set.

PS-8909

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3

Coinsurance Maximum

A new in-network medical attribute that mirrors Out-of-Pocket Maximum, for the Michigan plans that publish a separate coinsurance cap on the SBC.

PS-8876

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4

Remove Modeling

Undo overridden values in the modeler and return a plan to its underlying numbers.

PS-9103

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5

Quick CS Wins

Documents no longer block the plan build, the employer dashboard reorders around Plans, and RFP tables are renamed to Marketing.

PS-9036

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