Release Notes highlight the recent product updates so you can stay up-to-date on what’s new.
We've heard about a few items where we could make updates to help you out. With that in mind, here's what we recently released: a new custom field type of text area, a new field on individual records for smoker status, additional field options on Agency records, a new commission report, and a few other items. For the full scoop, check out the details below.
New Custom Field - Text Area
Sometimes, you have more information than will fit in a single text field. There is a new custom field that allows you to enter multiple lines of text. So, when you need to enter more information you can set up and use a Text Area. When you just need a short snippet of text, feel free to stick with a Text Field. Custom fields can be added to Groups, Individuals, Policies, Agents, Agencies, and Carriers.
New Field on Individuals - Smoker Status
With AgencyBloc being set up for life and health insurance agencies, we’ve heard that it would be helpful to have a standard field to keep track of whether or not an individual uses tobacco, nicotine, or smokes. With that in mind, there is a new field on individual records so you can track the Smoker status. Select ‘Yes’ or ‘No’ to indicate if the individual is a smoker, nicotine, or tobacco user as tracked by your agency.
New Fields for Agencies
We’ve heard that more information is needed to help manage Agency details - like agency license, agency documents, and related information. Now you can add custom fields, notes, and attachments to Agency records. Users with Manage Data & custom field permissions can add custom fields through Data & Custom field settings.
Commission Report Updates
Updated - On the Commissions Payments report, you can now filter report results by Agent type.
New - There is a new commission report to summarize commission payments received at the Group level. The new Commission Received by Group report adds up commissions received across all policies for a Group. Use the report to track which groups generate the most commissions for your agency.
We tidied up a few additional things. Under Notes/Attachments, you’ll now receive a warning before the attachment is deleted to help prevent unintended deletions. It’s never fun to accidentally delete a file, so we’re trying to help prevent that. Date fields are now more consistent across AgencyBloc and expect valid date entries. Finally, we fixed a couple small bugs here and there.