In September, agents quoting and enrolling through HealthSherpa Medicare encountered fewer interruptions, Email Marketing no longer offers a merge tag that inserted a phone number users couldn't edit, and Scope of Appointments were updated to reflect CMS's removal of the 48-hour rule.
9/30/2026
- New
- Improved
- Fixed
9/18/2026
9/17/2026
- New
- Improved
- Fixed
9/4/2026
- New
- Improved
- Fixed
9/30/2026
New
Improved
Scope of Appointment Updated for CMS Rule Change
CMS's 2027 final rule eliminates the 48-hour waiting period for Scope of Appointments, effective October 1, 2026. Scope of Appointments in AMS+ now reflect that change, so the related language and exception reason are no longer part of the process.
- New Scope of Appointments no longer include the 48-hour waiting period language, in both English and Spanish.
- The 48-hour waiting period language no longer appears when a client signs their Scope of Appointment online.
- The 48 Hour Exception Reason field no longer appears when editing a Scope of Appointment.
- Scope of Appointments created before this change keep their original wording and any saved exception reason.
Fixed
9/18/2026
New
Improved
Clearer message when a record already exists in HealthSherpa
When a record is sent to HealthSherpa Medicare and that client already exists under another agent's HealthSherpa user, AMS+ now shows a clear message explaining what happened, in place of an error page.
- The message offers two ways forward: ask the agent who owns the record in HealthSherpa to resend it, or have the record reassigned in HealthSherpa.
- If the client cannot be found in HealthSherpa, the message directs users to contact AgencyBloc Support.
Fixed
HealthSherpa Medicare quoting and enrollment
A few issues that could prevent a quote from sending, or affect a policy created in AMS+, have been resolved.
- A quote that contains one invalid value, such as a Medicare number, a Part A or Part B effective date, or a phone number, now sends with the remaining information rather than not sending.
- Agents whose stored HealthSherpa Medicare connection has expired are now returned to HealthSherpa to reconnect, rather than to the ACA marketplace page.
- Medicare Supplement policies created in AMS+ from a HealthSherpa Medicare enrollment now use the Medigap coverage type configured for the account, rather than a coverage type of 0.
9/17/2026
New
Improved
Fixed
Record History tab displays on Sales Records
The Record History tab on Sales Records now shows its content for accounts where it was previously covered by an overlay.
9/4/2026
New
Improved
Fixed
Business (Client) Phone merge tag removed from Email Marketing
The Business (Client) Phone merge tag has been removed from the merge tag picker in the Email Marketing template and campaign email builder. The tag was available only in Email Marketing, and users could not edit the phone number it placed in a sent email.
- Four AgencyBloc library templates (4th of July, Cross-Sell, Happy Thanksgiving, and Welcome) now use a different merge tag in its place, so any fresh copy pulled from the library is already updated.
- Templates and campaign emails that already contain the tag will continue to send as they do today. To replace it, edit the template or email and select a different merge tag.