With September’s updates, we’ve added new integrations that allow you to sync Ease data to AgencyBloc, and send AgencyBloc individuals to PlanCompare for quoting and enrollment.
09/29/2020 - General Updates and Fixes
09/24/2020 - New PlanCompare Integration
09/08/2020 - New Ease Integration
09/29/2020 - General Updates and Fixes
Activities
We made some updates to the arrangement and labeling of buttons on the Activity Detail screen to improve efficiencies and pave the way for future enhancements. Learn more about activities.
- Changed the “Add a comment, file or status …” button label to “Update…” and placed it in the right-hand corner of the Activity Detail screen.
- Changed the “Merge With Another Activity” button label to “Merge with another…” and put it in a dropdown action menu next to the “Update…” button.
Before
After
Integrations
We updated the Ease integration to accurately populate the policy "Lives" and "Premium" fields in our sync process. Learn more about the Ease integration.
API
We added the "Issue Date" field to our Policy Create, Update, and Detail calls. Learn more about our Policies API.
Browser Support
We have retired official support for Internet Explorer (IE). If you’re using IE, you will still be able to log in to AgencyBloc and access your data. See this announcement for more details.
09/24/2020 - New PlanCompare Integration
Integrations
PlanCompare by Connecture is an online enrollment platform for matching and enrolling Medicare customers. Save time and take full advantage of PlanCompare’s services during AEP (Annual Election Period) with this integration.
Utilizing SSO (single sign-on) authentication, users with access to this integration can securely send AgencyBloc Individual profiles to PlanCompare for quoting and enrollment.
Please note, you must be the account owner in AgencyBloc and an admin in PlanCompare to activate this integration. See this article for full setup details.
09/08/2020 - New Ease Integration
Integrations
With this integration, you can sync your company, employee, plan, and enrollment data to AgencyBloc. Getting your Ease data into AgencyBloc allows you to take advantage of features such as:
- Activities & Emails - Assign to-dos and follow-up reminders and save important email conversations to client records.
- Reports - Identify additional cross-selling opportunities for group employees and their dependents, notably children turning 26 and aging off of a parent’s plans. Also, keep an eye on adults that are turning 65 and aging into Medicare.
- Commission Processing - Import commissions as they roll in for your group policies, find missed commissions, and run agent statements.
Please note, you must be the account owner in AgencyBloc and an administrator in Ease to activate this integration. See this article for full setup details.