Overview
In AgencyBloc, we include default field options and statuses that are standard to the health and life insurance industry. If you’re a user with administration permissions, you may update these defaults to fit your business needs. You can also create custom fields to track data that is unique to your agency.
IN THIS ARTICLE
Managing data & custom fields
Only users with Manage Data, and Manage Custom Fields Administration Permissions can access the Profile & Settings > Settings > Data & Custom Fields page and make changes.
To modify data and custom field options, go to Profile & Settings > Settings > Data & Custom Fields.
Managing field options
You can take the following actions when modifying any field option or status:
| Action | Description |
|---|---|
| Add | At the end of the list, there is a blank field. Enter a value for the new field option into the blank field. Mark the ‘Active’ checkbox, then select “Add Option”. The new field option won’t be available until this box is marked. |
| Edit | Rename or change a field option, then select Save. Changes take effect immediately. If you edit a field option that is in use, those changes will be reflected in every record that is using it. |
| Remove | A field option can only be deleted if it's not in use. To see whether a field option is in use, check the number next to the ‘Active’ checkbox. If it’s “0”, you can remove the field option. |
| Make active | Mark the ‘Active’ checkbox to make a field option available in dropdown menus. Unmark this checkbox to make a field option hidden in dropdown menus. |
| Re-order | Use ‘Order Alphabetically’ or drag and drop field options to change the order in which they appear in dropdown menus. |
Field Options
In the “Select a field to administer” dropdown menu, you’ll see a list of all the fields you can customize. When you select a field, you’ll see a list of all the field’s field options (i.e., values).
You can add, edit, remove, or make active or make inactive. You can also re-order the field options.
You can customize the following fields:
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*Group Type and Individual Type have additional settings. See the table below for more details.
| Additional setting | Description |
|---|---|
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Category (Group Type & Individual Type only) |
You can assign one of four categories to a group/individual type:
Assign type categories to easily separate leads from clients in Quick Search. Pro tip: When you add or import new group/individual types, assign a category to each one to keep your Quick Search up to date. |
Policy Status
Set values to track a policy as it moves through your agency’s quoting and enrollment processes.
| Additional setting | Description |
|---|---|
| Link Commissions | AgencyBloc will only link commissions to policies that have statuses with the Link Commission checkbox marked. You may want to unmark this checkbox for policy statuses that are assigned to old/terminated policies that you don’t want to have new commissions linked to when you’re importing commissions statements. |
| In Force | Mark the In Force checkbox next to policy statuses that are actually in force if you want to see in-force policies on record summaries and Dashboard graphs. |
| Mass Update |
You can mass update all records with one option to another. This cannot be undone, so make sure to double-check before you make the update. Example: Updating all policies with the status of "New" to "Pending". All the policies with the status of "New" will be updated to "Pending". |
Agent Status
Set values to track an agent’s level of activity and engagement within your agency.
| Additional setting | Description |
|---|---|
| Hide | Agents that have a status with the Hide checkbox marked will not show up in servicing agent or additional agent dropdown lists. |
| Mass update |
You can mass update all records with one option to another. This cannot be undone, so make sure to double-check before you make the update. Example: Updating all policies with the status of "New" to "Pending". All the policies with the status of "New" will be updated to "Pending". |
Contract Status
Set values to indicate an agent’s relationship with your agency. For example, tracking an agent’s contract while it’s waiting for approval from carriers. This status will help you know when to notify the agent after their contract has been approved.
Coverage Type
The coverage type changes the field set. A field set is a grouping of fields designed to capture relevant coverage information for different policy types. For instance, the coverages of HMO, EPO, PPO, and medical could all use the Health field set.
You can create and rename coverage types to fit your business needs. Visit the Managing Coverage Types and Field Sets article to learn more.
| Additional setting | Description |
|---|---|
| Mass update |
You can mass update all records with one option to another. This cannot be undone, so make sure to double-check before you make the update. Example: Updating all policies with the status of "New" to "Pending". All the policies with the status of "New" will be updated to "Pending". |
Custom fields
Use custom fields to track data that is unique to your agency. You can add custom fields to these types of records:
- Groups
- Individuals
- Policies
- Agents
- Agencies
Custom Field Options
| Field Type | Description |
|---|---|
| Text Field | A simple text field. |
| Text Area | A large text input field. |
| Number | A simple number value. |
| Percent | A number value formatted as a percent. |
| Currency | A number value formatted as a currency. |
| Date | A calendar date input field. |
| Checkbox | A simple yes/no checkbox. |
| Checkbox List | A list of checkboxes. Set the field options available in the checkbox list. |
| Dropdown | A dropdown field. Set the field options available in the drop down. |
Common questions
Why can't I delete a field option?
In order to delete a field option, make sure the record count using that option is zero. Otherwise, the field cannot be deleted.
Is there a limit to the number of custom fields I can add?
Nope! Add as many as you need.
Can I search custom field data?
You can use advanced search with Text, Check Box, Check Box List, and Drop Down fields.