Improvements

• EN-301: Enroll has moved to a new hosting platform to improve performance and scaling.
• EN-625: Improved error logging for the Compliance API, the first step toward a Compliance API status page.
• EN-631: Enroll now requires a Primary beneficiary before a Contingent beneficiary can be saved, so beneficiary details transfer to Homesteaders Life Company correctly.
• EN-647: In Billing, ACH payments now show a status of "None" instead of "Hold", which was confusing for agents.
• RUN-1089: In the Order Summary, a price adjustment can now be removed with a trash can button instead of entering zero.

Fixes

• EN-646: Default picklist options in Agent Settings, such as Default Commission Option, now load consistently so agents can always set their defaults.
• RUN-1080: Fixed the Premium and Face Amount fields on contracts that do not ask Health History questions (for example GP-600).

Improvements

• EN-598: The word 'quote' has been replaced throughout Enroll. Sales now appear for Homesteaders Life Company as 'plans'.

• RUN-1114: When a payment method is updated before a contract is signed, the payment is now processed after the contract has been signed.

New Features

• EN-550: Enroll can now send the owner of a sale an email to update their payment method.
• EN-582: Trust is now an available option for relationship to insured.

Improvements

• EN-585: Enroll now only shows the products selected on the current page.
• EN-590: When a sale that includes Simple Return is cloned, the new sale automatically includes Simple Return.
• EN-615: On print, view and download, the Additional Products page now always follows the Goods and Services.
• EN-627: SEP service fees now reflect the correct per-account merchant configuration at both display and charge time, ensuring the fee shown to the purchaser matches the fee applied. Individual funeral home accounts can now be configured with their own SEP merchant credentials, enabling per-account fee routing and future multi-merchant SEP support.
• RUN-1085: When SO+ is used with the guaranteed contract, users now see the M1849 disclosure.

Fixes

• EN-628: Payments in Billing are now sorted by charge date by default.
• RUN-1088: Updated the mapping for the Other Preparations line in contracts.

New Features

• EN-356: A contract preview button is now in the header so agents can always pull the current version of the contract in Enroll and SPCO.
• EN-607: Users with Provider Support can select from a picklist the products that are available for their account.

Improvements

• EN-555: Helper text is shown on the payment method form when paying with a credit card.
• EN-613: The arrangement summary has a new section for Simple Return, and the word 'estimated' is removed from the payment breakdown section.
• EN-624: 'Refused' is now shown on the Texas Goods and Services form (P326-TX) when no purchaser SSN has been provided.

Fixes

• RUN-1052: Travel protection sales processed through the Compliance API now correctly inherit the rider relationship from their parent insurance funeral sale. Payment options for rider travel sales are constrained to match the parent's payment frequency and years payable.
• RUN-1064: We no longer list duplicate material information in the Texas contract.

• EN-619: Rental caskets are no longer duplicated on contracts; they now appear only in the casket section and not in Other Merchandise.
• EN-630: When a sale includes multiple urns, the first urn is placed in the urn section of the contract and any additional urns are placed in the Other Merchandise section.

• EN-618: North Carolina contract updated to a static layout with support for multiple vehicle types mapped to "Other Autos"; excess items roll into the additional services section.

New Features

• EN-572: Allow users to delete a quote where contract credentials have been generated.

Improvements

• EN-595: We will pull all completed fields into the print and mail version of the contract.
• EN-601: Require users to enter an existing policy when both replacement questions are answered 'yes'.
• EN-606: Updates to optional fields in the TX contract.
• RUN-1050: We only check the full death benefit checkbox on contracts if the answers to both health history questions are 'no'.
• RUN-1068: Added the contract signed date to the webhook payload.
• RUN-1071: Earth VA and CA updates.

Fixes

• EN-568: We are no longer cutting off the word 'draft' on dynamic contracts.
• EN-578: We do not allow users to create or edit packages, products, groupings or templates in Enroll Demo mode.
• EN-599: Update to disposition selection in the onboarding wizard.
• EN-614: Updated calculation for question 3 on the WI Supp.

New Features

• RUN-1042: GPL uploader tool in Provider Support can be used for eFuneral storefront products.
• EN-593: SEP card and ACH entry is now presented inline in the payment form rather than through a pop-up modal, providing a smoother checkout experience. The service fee agreement is shown and must be accepted directly in the form before saving.
• EN-576: Funeral homes can now have multiple active merchant accounts of the same payment method type (Credit Card or ACH). A new configuration on the Account allows specifying the preferred payment processor per payment method type at both the funeral home and funding provider levels. When configured, the system uses the specified processor's merchant account. When not configured, existing behavior is unchanged.

Improvements

• EN-579: When a purchaser updates their name, email, phone number, or address after saving a card during checkout, SEP is now notified of those changes in real time so the customer record in SEP stays current.
• RUN-1066: The payment-processor service now sends all outbound traffic from a fixed IP address(es), so payment partners can allowlist eFuneral as a known source. This is an infrastructure change with no user-facing impact on checkout.

Fixes

• EN-387: In Enroll, when an agent is signing in person, we do not send them the email letting them know it's their turn to sign.
• EN-591: Funeral Director Selection will not show for non-funeral director states.
• EN-592: The compliance API now consistently respects account and funding-provider payment processor preferences when calculating available payment options, matching the behavior of the rest of the payment system.
• EN-608: Users are able to see the 'show more' on groupings.
• EN-610: We don't randomly have picklists that are missing information.

New Features

• RUN-809: Calculator now allows for policies <1 year of age with the exception of MD or WA.

Improvements

• RUN-1010: We will have a new field in the JSON for payment processor
• RUN-1032: Updated language for Down payment error and updated error message UX
• RUN-961: Fixed the POA files in digital enrollment.
• RUN-1052: Travel protection sales processed through the Compliance API now correctly inherit the rider relationship from their parent insurance funeral sale. Payment options for rider travel sales are constrained to match the parent's payment frequency and years payable.
• EN-462: Basic Enroll users will not see an option for digital identity verification in SPCO.
• RUN-1038: Provider Support users can view status and resend digital enrollment files.
• EN-556: IA will use the updated form with the NPN number. Accounts will have the ability to add the NPN number in Enroll Account Settings.
• RUN-1043: The WI Supp line 2 will pull in totals for both guaranteed and non-guaranteed products.
• EN-547: Added additional search criteria to Enroll's Provider Support.
• EN-565: Updated text for travel protection product naming throughout the experience.
• EN-588: Added the product catalog to Provider Support.
• RUN-1035: Added inheritence indicators to Provider Support when applicable.
• RUN-1059: Provider Support account onboarding fixed with save issue.
• EN-511: Added contract paging order when downloading and printing previews within Enroll.
• EN-530: Audit log now visibile within Enroll's billing details.