This release added the age behind each person's rate to Proposals for age-banded plans. Brokers can explain how a rate was determined directly from the Proposal, without referring to a separate rate table.
9/17/2026
- New
- Improved
- Fixed
9/17/2026
New
Improved
Employee and Dependent Ages Shown on Proposals
For age-banded plans, the Proposal now shows each Employee's and Dependent's age right next to their name, so the rate each person is quoted is clearly tied to their age.
- Ages appear in the Employee Breakdown Costs section of the Proposal.
- Ages are calculated as of the plan's effective date.
- If an Employee or Dependent is missing a date of birth, the Proposal flags it so it can be added before quoting.
- Composite-rated plans aren't priced by age, so they stay the same.
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