Summary

This release is a maintenance update impacting Ease imports, Get Quote 2.0 Census Builder, and Large Statement Upload Warnings.

Bug Fixes

Commissions and Statements

Improved Policy Selection in Large Statement Upload: When resolving a Multiple Policies warning in Large Statement Upload, users can now see all policies that matched the commission entry in the Available Policies dropdown. Policy selection has also been improved for entries where the commission period does not match a specific active policy, providing a more consistent experience with the standard Statement Upload process.

Get Quote 2.0

Inactive Contacts During Census Import: When a Census CSV contains employees who match existing inactive Contacts, Get Quote 2.0 now displays an Inactive Contacts in CSV warning before processing the file.

Ease Integration

Import from Ease: Import from Ease now saves Table Rate records when the source plan has table rate data. Each record links to its Policy.