With July’s updates, we have a new import for group enrollments and elections. With this import, our Client Success Team can help you mass add/update enrollments and elections for your group business. We also updated the Group Detail page layout to help improve efficiencies with data entry and pave the way for future enhancements.
7/31/2018 - Updated Group Detail page layout
7/16/2018 - New group enrollment & election import
7/31/2018 - Updated Group Detail page layout
Group records
We updated the layout of the Group Detail screen to bring it more in line with the other parts of the application and help improve keyboard navigation for data entry.
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Before
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After
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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.
7/16/2018 - New group enrollment & election import
Group enrollments & elections
Contact the Client Success Team for assistance with importing enrollments and elections. Please note, there are a few important considerations to importing enrollment and election data. See the Adding Policy Enrollments article for more details.
Required:
You must have the following records already in your account:
- Group records
- Individual records
- Policy records
Optional:
If you want to import additional information, such as dependents, you will need to have the following data in your account:
- Individual relationships
- Group employee information
- Policy coverages and carrier products
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!