Keep track of policies and coverage details. You'll see policies as a teal block. Each policy is required to have a policyholder (a group or an individual), a carrier, a status, and a coverage type. Add detailed policy & coverage details, notes, and attachments.
Basics of Policies
The policy area provides a list of all the policies in your account. On the right side choose how many entries you view per page. Use the green scroll arrows at the bottom of the page to view the next page.
Create a Policy
To create a policy:
- From main menu, select the +New button, then select Policy.
- Select EXISTING or NEW Group/Individual. Using Existing searches your account as you type the holder’s name. Use select NEW to create a new contact record.
First & Last Name or Group Name, Carrier, Status, and Coverage Type are required fields.
- Select Save to create the policy. You'll be taken to Policy Detail page.
Policy Tabs & Summary
Store specific policy data, notes and custom information per policy. Policy detail is followed by a series of additional tabs for storing policy data.
The coverages tab are specific field set data, by coverage type, to provide a comprehensive way to track detailed data of a policy’s carrier product. Please see Using Policy Coverages for more details on setting and using coverages.
The Commissions module includes a tab for setting up and tracking the policy's commission data. For more information on AgencyBloc’s commissions please check out the commission help area. (Plus Plans only)
For Individual or Group activities, this tab will show when you add related policy. Note: activities can't be created for a policy alone.
Emails & Workflows
These two tabs list of all the workflows and email campaigns where the Policy was a trigger for a campaign.
Notes & Attachments
Create notes or attachments related to the policy. To add a new note or attachment select “Create New” in the upper-right.
The policy summary includes important policy dates, commission details, open activities, and a pinned note.
Edit the information by clicking into any field to add/edit information relevant to the Agent. Once changes have been made scroll to the bottom of the page to select “Save”.
Customize the options in the drop downs and create custom fields for any extra information to be tracked. Please see Data & Custom Field Settings for more information.
Delete a policy on the Policy Detail page. *A Policy can not be deleted once a commission payment has been entered.