With April's updates, we updated Email Marketing so you can send emails to group individuals and group policy individuals. We made some updates to activities, added a new commission map translations tool, and updated Global Search.
04/30/2019 - Updates to commissions and Global Search
04/15/2019 - Updates to activities
All activity tabs, Activities Dashboard, Unassociated Activities
Activities Dashboard
Standard Reports
04/09/2019 - Updates to Email Marketing
04/30/2019 - Updates to commissions and Global Search
Commission
We added a new tool to Commission > Import Maps so you can create your own commission translations. A translation takes the Coverage Type or Revenue Type value in your commission import file and changes it to a matching value in AgencyBloc. It's important for this value to match so your commissions are correctly linked to policy records.
For help with setup, please contact us at help@agencybloc.com or (866) 338-7075.
Global Search
We updated the layout of Global Search to show you helpful and meaningful data all the time, even when there are no search results.
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Before We showed a table for every record type, even when a record type didn't have any results.
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After We only display tables for record types that have results.
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When there are no results, you can visit Help to learn what is searchable using Global Search or try Advanced Search.
04/15/2019 - Updates to activities
All activity tabs, Activities Dashboard, Unassociated Activities
We combined the “Subject” column and “Preview” column into a single “Subject & Note” column to make it easier for you to quickly preview an activity’s most recent note, if available
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Before
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After
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Activities Dashboard
We added views for “Past due” and “No due date” to the Dashboard Activity List to help you sort and manage your activities.
- Past Due - Shows incomplete activities that are past due (day and time).
- No Due Date - Shows incomplete activities with no due date.
We also updated the Activity List so your view preferences are shown consistently on the Activities Dashboard and your Personal Dashboard. Please note, this update may have reset your previously saved view preferences.
Standard Reports
We added a new “No due date” criteria to the Activities report, so you can filter your report results to only show activities with no due date. This may help you find activities that fall between the cracks.
04/09/2019 - Update to Email Marketing
Email Marketing
We updated Email Marketing so you can now send newsletters and other email communications to group individuals and group policy individuals from AgencyBloc. You can view sent emails and campaigns on the corresponding group, individual, and policy records.
With this update, you can:
- Communicate details of different benefits to employees of a company.
- Communicate changes in benefits to employees in a company that have enrolled in those benefits.
To get the most out of this update, make sure:
- Your individuals have valid, up-to-date email addresses.
You can run reports to download lists of individuals and their email addresses to review and verify.
- Your groups have individuals associated to them.
Learn more about associating individuals to groups.
- Your group policies have individuals associated to them.
You can associate an individual to a group policy through an enrollment. Learn more about policy enrollments.
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!