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Quote+ Release Notes: February 2026

This release includes integration improvements between AMS+ and Quote+, security updates, HR Dashboard updates in Quote+/FormFire, platform enhancements, and multiple fixes across Proposals, Enrollments, Employee records, and system integrations.

2/25/2026

New
Improved
Fixed

2/25/2026

New

Improved

Account Security

  • Password reuse prevention added - Employees and Brokers can no longer reuse previously used passwords when resetting or changing their account password.

AMS+ / Quote+ Integration

  • Benefit status integration handling improved - Updated Quote+ API logic to correctly handle text case differences in the benefit status field transmitted from AMS+.
  • Dependent SSN validation updated - Removed the requirement for dependents to include the last four digits of the SSN when transmitted from AMS+ to Quote+ to prevent integration failures.

Data and Platform Enhancements

  • Postal data source updated - Updated ZIP and county data handling to improve accuracy and consistency for product availability across all states.
  • Employee Census import improvements - Updated census import logic to allow imports when existing Employees contain Dependents that are not included in the census file.

Employee Account Creation

  • Employee account creation behavior improved - Updated account creation logic to allow employees to reach the Employee landing page when no Proposal or Enrollment exists. Employees will now see the message "There are no actions to complete at this time."

HR Dashboard and Employee Account Creation

  • HR Dashboard and employee signup pages updated - Several HR Dashboard and Employee account setup pages were upgraded with newer interface components to replace older system technology and meet updated security requirements.
  • Sent Forms tab added - Added a Sent Forms tab to the Quote+ navigation menu to allow Brokers to view the history of forms sent to carriers.

Fixed

Census Automation

  • Waive reason not populating from FormFire - Corrected an issue where waive reasons for custom and non-custom coverage lines were not populating when census data was downloaded from FormFire.

Documents and Forms

  • Manage Forms save error - Corrected an error that appeared after selecting Save on the Manage Forms page.
  • Manage Documents error - Corrected an error that occurred when adding documents on the Manage Documents page.

Employer Communications

  • Employer Communication letters not sending consistently - Corrected an issue that prevented certain Employer Communication letters from being delivered.

Employee Data

  • Work ZIP code not populating - Corrected an issue where the work ZIP code was not populated from the Employer Basic Info page when employees were added manually.
  • Employee import error for ZIP codes with multiple counties - Corrected a 500 error that occurred when importing employees with ZIP codes associated with multiple counties.

Employee Enrollment

  • Benefits tab appearing during QLE - Corrected an issue where the Benefits tab appeared for Employees during QLE enrollments with past effective dates when the setting to display plan selections was disabled.
  • Employees unable to waive coverage or select plans during QLE - Corrected an issue that prevented Employees from waiving coverage or selecting a plan during the QLE period.

Employee Portal

  • MHQ interview access error - Corrected an issue that prevented Employees from entering their Medical Health Questionnaire (MHQ) interview in certain scenarios.
  • Medical claims question selection issue - Corrected an issue where the "No" option for the medical claims question on the Treatment Details page did not register on the first selection.

Enrollment Configuration

  • QLE configuration option unavailable - Corrected an issue where the Show Plan Selections for QLE option was unavailable when configuring enrollments with past effective dates.
  • Date picker past date selection - Updated the date picker component on the Enrollment Unlock and Configure Plan Selection pages to allow selection of past dates.

Notifications

  • QLE download link routing issue - Corrected an issue where users were redirected to the Employee landing page instead of the download page after logging in from a QLE notification.

Proposals

  • Employee Class pricing calculation - Corrected an issue where pricing displayed incorrectly on the Step 5 - Products page when a group contained a single employee class but not all employees were assigned to it.
  • Proposal Template preview error - Corrected an error that occurred when previewing Proposal Templates.
  • Proposal download error - Corrected a 500 error that occurred when downloading Proposals in QA and UAT environments.
  • Proposal Step 1 401 error - Corrected an issue where General Agency (GA) and Sub-Agency brokers encountered a 401 error on the first step of the proposal process.

Reporting

  • Coverage amount not populating on Plan Selection Report - Corrected an issue where coverage amounts selected using the life plan slider were not appearing on the Plan Selection Report.
  • Employee plan cost displaying incorrect message - Corrected an issue where the Employee Summary page displayed "contact HR for pricing" instead of the plan cost.

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