Summary

This release delivers a large set of improvements to the quoting, commissions, and renewal workflow tools, a new Mass Renew Policies feature, and bug fixes.

Action Required

Get Quote 2.0

• Admins may optionally review/update Get Quote 2.0 default Rating Methods in Benelinx Setup for Medical, Dental, and Vision. If unchanged, standard defaults will apply.

Deleted Components

• blx__Graded_Percentage_Range_Type__c is no longer available as an active managed package field. No functional issue was found related to this field; this is only a package/deprecated metadata note.

New Features and Enhancements

Agency Management

• Bulk Renew Policies: The new Mass Renew Policies feature lets a user renew all eligible policies on a Business Client Account at once, instead of going into each policy record individually and clicking Renew. This applies to Inforce Types Renewed – No Change and Renewed – Same Carrier with Change.
• Renewal Month Auto-Populated on Workflow Creation: When a REN (Renewal Email Notification Scheduler) workflow is created for an account, the system now automatically copies the account’s Renewal Month into a configurable field on the workflow record. Previously, this had to be set manually.
• Renewal Email Notification (REN) Job Logs Are Now More Detailed: The REN job now logs the following information after each run
  • How many accounts were returned by the scheduler query
  • How many REN records were created successfully
  • How many REN records failed to create (each failure is a separate log entry)
  • Whether an email template was found for the run
  • How many emails were sent
  • The recipient address for each email sent or failed
• REN Partial Success is Supported: If some records fail and others succeed, the successful ones are committed and only the failures are logged as errors.

Get Quote 2.0

• Customizable Default Rating Method: The default rating method (Age Banded vs Composite) for Medical, Dental, and Vision can now be configured per org in Custom Settings instead of being hardcoded to Age Banded. Brokers in states where Composite is the norm no longer need to manually change the dropdown every time.
• Better Error Messages When Get Quote Fails to Load: If a user does not have the required Salesforce permissions to run Get Quote 2.0, they used to see a loading spinner that never resolved. Now they see a clear message explaining which permission is missing.
• Table Rates Spinner Fixed: Forever spinner: when Ideon returned no data for a plan, the count never reached the expected total. Fixed by handling null responses gracefully. Instant stale spinner: on a re-run, old table rate records were counted, making the system think it was done before new data arrived. Fixed by counting only records created in the current run.
• Error Handling for Failed Table Rate Requests: If a specific plan’s table rate request fails (carrier does not support bulk table rate data), the system now logs the failure and continues loading rates for all other plans. Previously, one failure blocked everything.
• Ideon Sync Now Automatic (No More Confirmation Dialog): The “Do you want to sync with Ideon?” confirmation dialog has been removed. The system now compares a hash of the current census data to the last synced state. If the census changed, it syncs automatically on Save Census. If nothing changed, it skips the sync without prompting.
• Census Builder: Deactivating an Employee: Unchecking the Active checkbox for an employee in Census Builder now correctly marks the underlying Salesforce Contact as inactive. Previously, the employee disappeared from the census view but remained active in Salesforce and showed up in proposals as Waived.
• Census Builder: Middle Initial No Longer Required for Dependents: The middle initial / middle name field for dependents is now optional. Brokers can add a dependent without providing a middle initial.
• Census Builder: Relationship Field Now Accepts “EE”: When importing a census CSV where the Relationship column contains “EE,” the system now correctly interprets it as “Employee” and imports the record. Previously, “EE” caused an import failure with no clear error message. Unrecognized values in the Relationship field now produce a specific error message that lists the valid options.
• Dependent Active and Include in Quote Are Now Independent: Previously, setting “Include in Quote” to No (false) on a dependent also set the dependent to Inactive. These two settings are now independent:
  • Setting Active = No also sets Include in Quote = No (inactive dependents cannot be quoted, so this is still enforced).
  • Setting Include in Quote = No does NOT change the Active status.

Commissions and Statements

• Statement Upload – Download Errors as a CSV File: After uploading a commission statement with errors, the validation results are now also available as a downloadable CSV file. A download link labeled “[Statement Name] – Errors” appears at the top of the error list on the upload results screen.
• Statement Reconciliation – Warning Type Explanations: Inside the “Fix Warnings” modal in the Statement Reconciliation component, a reference panel now lists every warning type and explains what each one means and what action (if any) you should take.
• New Warning for Multiple Policies Matched: During statement upload, if more than one policy in Salesforce matches a payout line (same carrier policy number), the system now adds a warning: “POLICY: Multiple Policies.” to that payout’s entry. The system still auto-selects one policy but flags it so you can review whether it picked the right one.
• Policy Number Matching Is Now Case-Insensitive: If the policy number in your uploaded CSV is in a different case than the policy number stored in the mapping (for example, the CSV has “POL-001” but the mapping expects “pol-001”), the upload no longer fails. Matching is now case-insensitive.
• Manual Entry: Carrier Auto-Fills in the Search Field: When creating a new Statement in the Manual Entry screen and you select a Carrier, the Primary Search field is now automatically pre-filled with the carrier’s name. The search is not triggered automatically – the field is just pre-filled so you can start searching faster.
• Mass Update Commission Entries – Reassign Schedule Works on First Click: In the Mass Update Commission Entries tool, clicking “Reassign Schedule” used to only clear the existing schedule on the first click and required a second click to actually assign the new one. Now a single click clears and re-assigns the schedule in one step.
• Commission Payment Matching Logic Improved: The statement upload matching logic (which links incoming payments to commission entries by Amount, Due Date, and Policy) was sometimes missing entries or over-assigning when carrier policy numbers had different casing or when month/year boundaries were involved. The matching logic has been improved to handle these edge cases correctly.
• Carrier Policy Shortening in Mappings: In your Statement Mapping configuration, you can now tell the system to ignore a prefix or suffix when matching the carrier policy number from the CSV. If your carrier sends “XYZ-POL-001” but your Salesforce records just use “POL-001,” you can configure the mapping to trim “XYZ-” from the front before matching.
• Graceful Handling of Missing Permissions in Statement Upload: If a user does not have access to the Commission Entry, Policy, or Schedule objects and tries to run a Statement Upload, they now see a clear error message naming the specific missing permission. Previously they saw a generic system error.

Commission Estimate

• New Graded Calculation Options: Two improvements were made to how Graded commission estimates are calculated, giving users more control and clarity.
  • Graded By Lives – Select $ per Life or Percentage: A new field called “Calculation Source” now appears on a Commission Estimate when the type is Graded and the Range Type is Value or Complex. Two labels were updated for clarity. “Graded Applied To” is now “Range Applied To” and “Graded By” is now “Range Type”
    • Options for Calculation Source:
      • % of Premium: calculates the graded amount as a percentage of the premium
      • # of Employees: calculates the graded amount based on the number of employees
      • # of Members: calculates the graded amount based on the total number of members
  • Graded Calculation Type – Single Tier vs Multi Tier: A new field called “Grading Calculations” appears on Graded commission estimate
    • Options for Grading Calculations:
      • Single Tier: One rate applies across the full value range
      • Multi Tier: Rates are additive; each tier contributes its share

Bug Fixes

• Dependent Saved as “null null” for Standard Users: When a standard user added a new dependent directly from a Contact record’s Dependents related list, the dependent initially displayed as “null null” instead of the correct name. A second save fixed the name. The first save now correctly captures the name fields, so the dependent displays correctly immediately after creation.
• Proposal: Clear Error When User Lacks Assign Plans Permission: Users without the required object permissions on Proposed Plan Participants saw a confusing system error message when assigning plans to a proposal. The system now shows a clear, friendly message explaining that the user does not have the required permission and what needs to be granted.
• Market Request: Carrier / Partner Lookup in Generate Requests Modal: In the Generate Requests modal, the Carrier column was renamed to Carrier / Partner. The lookup now shows only Carrier and Partner accounts, so brokers can select the correct entity for each request line.

Patch 1.160.1

New Features, Enhancements and Bug Fixes

Agency Management

• Self Funded Policies – Max Total Monthly Premium Calculation: The Max Total Monthly Premium field on Self Funded Policies now treats blank cost/member fields as 0.
• TPA Administrator and PBM Lookup Filters: The TPA Administrator and PBM lookups now allow Carrier and Partner accounts.
• Mass Renew Error Message for Missing Inforce Type: When Mass Renew is run on a Policy missing In Force Type, the user now sees the clear message “Inforce Type must be set” instead of a generic Apex error.

Commissions and Statement Reconciliation

• Schedule Mass Assign Search Fix: Schedule Mass Assign searches now consistently return results when switching between “without this schedule assigned” and “without any schedule assigned” search options.
• Reconciled Date Clears When Statement Is Unreconciled: When a Statement is unreconciled, the Reconciled Date is cleared. If the Statement is reconciled again, the current date is stamped again.
• Collapsible Warning Descriptions: The warning description reference on the Statement Reconciliation screen is now collapsed by default and can be expanded when needed. The warning text was also updated to show “$0.00” instead of “0”.
• ACH Label Updated to Direct Deposit: The ACH payment type label should be updated to Direct Deposit on the relevant Payment Type picklists.

Other Feature Updates

• Employee Navigator Days Field Processing: Employee Navigator now processes day-based elimination period values correctly for Short Term Disability plans.
• Employee Navigator String Processing Formulas: Employee Navigator string processing was corrected for STD percentage/week values and LTD percentage values.
• Custom Email Handler Logging: Custom Email Handler logging was improved for no-matching-handler scenarios, successful inbound email processing, individual email send failures, and insufficient permission handling. Found in Error Log records related to CustomEmailHandler.processInboundEmail().