Here are answers to a few common questions when using AgencyBloc
What are "filters" and how do they work?
Think of a filter in AgencyBloc similar to a kitchen sieve. If you want to strain, refine or sift through certain data, filters will act as such. If water was your database and details were the solids, the filters you select will be what remains in the sieve. This primarily applies to AgencyBloc's reporting, Automated Workflow, and Email Marketing features. The more filters (holes in the sieve) you use, the less water (data) you have left over.
How do I add to or edit the drop down menus in my account?
Add, edit, and delete field options within Data & Custom Field settings. To access, go to the Profile & Settings icon in the upper top right corner, then select Settings. Check out the Data & Custom Field Settings article for additional details.
Where do I find my Activity Forwarding Address?
Your Activity Forwarding Address can be found in the Profile & Settings menu > My Account > Email Forwarding tab. For more information, check out the Email Forwarding (formerly known as BlocMail).
Why will my file not upload and save in AgencyBloc?
The most common reason a file will not upload and save in your account is due to the file name. Some special characters are not recognized and can cause the file not to save. Characters such as (but not limited to) periods (.), pound sign (#), slashes (/), the and sign (&), etc. Using dashes (-) and underscores (_) are accepted. Rename your file before you upload and save the file.
Why don't I see my data when I go to a page?
The most common reason you may not see your data is due to Search Below field in a section. The Search Below field stores the last value you typed into it, even when you navigate away from the page and then return. Check and remove the value in the Search Below field and the search results will be updated.
How do I reset my password?
You can send yourself a password reset from the login page. Click on the "I can't log in or forgot my password" on the login page. Enter your username to send yourself a password reset email.
How do I resolve duplicate individuals where both individuals have policies associated with them?
You can merge duplicate records in your account to clean up the data. Start by selecting the record you want to keep; this record is called the master. Then, select the record you want to merge; this record is called the duplicate. When merging, the duplicate’s policies will be updated to the master.
How do I re-assign a policy that is linked to a wrong Individual or Group?
- Go to the Policy tab, after the page loads, select the policy that you need to update.
- Once you are on the Policy Detail screen, select the pencil button next to the name.
- Search for the person the policy needs to be tied to, select then save.
- If the individual isn't in the AgencyBloc, you can create them from this screen by clicking on New Individual or New Group.
Note: If there are commissions for this policy, prior to re-assigning you will need to go in and “Re-Link” the statement dates to ensure the updated policy to reflect the statements.