This release gave brokers control over how plans are ordered on a Proposal, so the plan they recommend is the first one a client sees.
10/1/2026
- New
- Improved
- Fixed
10/1/2026
New
Drag-and-Drop Plan Ordering on Proposals
The default plan order doesn't always match how a broker wants to present options. Brokers can now drag and drop to reorder the plans within a coverage line while quoting, so the Proposal shows plans in the order the broker recommends. That order carries through to every plan-by-plan tab of the generated Proposal, in both PDF and Excel.
- Order is set per coverage line. Reordering Medical plans doesn't affect Dental or Vision.
- If no custom order is set, the default order is preserved, so existing Proposals don't change.
- Reordering changes how plans are displayed only. It doesn't affect pricing, employer contributions, or tier information.
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