With September’s updates, you can now track effective and term dates for your carrier products. Use these dates to keep your active product lists clean and archive inactive products from previous years.
9/11/2018 - New carrier product dates
9/11/2018 - New carrier product dates
Carrier records
With this update, you can add effective and term dates to your carrier products. When a product reaches its term date, it will be hidden from active product lists, but remain in AgencyBloc for historical records. If you add an effective date, you can set up certain products to become active in the future.
Policy records
When associating carrier products to policy coverages, you may notice several new categories in the product list: Active, Future, and Termed. A product’s effective and term dates influence which category it shows under.
Set product dates to organize your product lists so you can identify the right products, at a glance, to associate to your policy coverages.
Custom Reporting
- You can build custom reports to generate lists of products that have an effective and term date. You may find this report data helpful so you can see which products have effective and term dates and which ones.
- Product dates can be found in the carriers and policies report types and related options.
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!