With June’s updates, we added enrollments and elections to AgencyBloc, so you can track policyholder, enrollee, and dependent information on your policies. We also updated the Individual Detail page layout to help improve efficiencies with data entry and help pave the way for future enhancements.
6/26/2018 - Updated Individual Detail page layout
6/19/2018 - Added policy enrollments & elections
6/26/2018 - Updated Individual Detail page layout
Individual records
We updated the layout of the Individual Detail screen to bring it more inline with the other parts of the application and help improve keyboard navigation for data entry.
Before
After 
Keyboard navigation improvements include the following:
- Return focus - Visual feedback to keep track of where you are on the screen.
- Phone number fields - Click directly on the phone number you want to edit.
6/19/2018 - Added policy enrollments & elections
Policy records
Added Enrollments tab to group policies
Added Election section to individual policies
Learn how to use enrollments and elections in AgencyBloc. Watch the Policy Enrollments & Elections recorded webinar for a tutorial.
Group records
Updated Policies tab to include enrollment data
A new Policy Enrollments subtab shows all enrollments held by enrollees (group employees) under the group’s policies.
Individual records
Updated Policies tab to include enrollment data
A new Group Policy Enrollments subtab shows all enrollments held by the individual under group policies.
Data admin
Added field options for enrollments and elections
These field options affect the values that are listed in dropdowns on policy records.
Added column options for enrollments
These column options affect the data that is displayed in the following locations:
- Group policy record > Enrollments tab
- Group record > Policies > Policy Enrollments tab
- Individual record > Policies > Group Policy Enrollments tab
Updated individual policies column option to include election data
This column affects the data that is displayed on the individual record > Policies > Policies tab.
We're here to help. If you need anything, feel free to send us an email at help@agencybloc.com. Also, let us know what you think of the update. Have a good one!