In January, we made some changes to the Commission Payments report, Policy payment history, and Help menu.
1/16/2023 - AgencyBloc fixes and improvements
1/16/2023 - AgencyBloc fixes and improvements
Commission Payments report
- The Policy filter now displays the Coverage Type when you search for a Policy record.
Policy payment history
- The Payment History table now shows data columns for "Transaction" and "Carrier Statement Date".
Help menu
- The following changes have been made to the Help menu:
- Added a new link to the AgencyBloc Academy. The Academy has videos that help you adopt and integrate AgencyBloc into your agency.
- Changed the name of the AgencyBloc Help Center to Knowledge Base to more accurately reflect its purpose. No changes have been made to the site's Help articles. The Knowledge Base contains written technical documentation to help you quickly answer questions and troubleshoot issues.
- Removed the "Upcoming Trainings" link. You can now schedule webinars, workshops, and bootcamps in the Academy.
- Removed the "Latest Updates" link. You can still find and read Release Notes in the Knowledge Base.