In September, we improved some efficiencies in the process around adding manual commission entries, and added a new Medicare Edge integration.
9/28/2021 - Manual Commission Entry Improvements
9/28/2021 - New Medicare Edge Integration
9/28/2021 - Manual Commission Entry Improvements
Updated Add & Edit Entries > Add Entry
To make the process for adding manual commission entries more efficient and save you time, we added two new options to the Commission > Add & Edit Entries > Add Entry modal.
- Save & Add New - After you add a commission entry, use this option if you want to add more to the same Transaction. You can add as many entries as you want without ever leaving the Add Entry modal.
- Save & Duplicate - If you use this option, you will create a copy of the commission entry (except the Bill From Date) on the same Policy as the original. You can duplicate an entry as many times as you like, one for each Bill From Date.
Watch this video for an overview of the changes.
Updated Agent Statements
We’re making a couple of changes to the PDF versions of the “Premium” and “Per Life” statement formats to add clarity:
- Renaming the “Bill From Date” column label to “Comm Period”.
- Changing the date format in the “Comm Period” column from <MM/DD/YYYY> to <Month> <Year>. For example, instead of showing 1/1/2022, it will now show January 2022.
Before
After
9/28/2021 - New Medicare Edge Integration
Integrations
With our new Medicare Edge integration, you can start Medicare quotes in AgencyBloc, and sync enrollment data to AgencyBloc. Watch this video for an overview.
In addition, our PlanCompare integration now supports an enrollment sync.