In May, we added a new standard report and made updates to the AgencyBloc app in Zapier.
5/17/2022 - Zapier Updates
5/10/2022 - New Broker Compensation Report
5/17/2022 - Zapier Updates
In this update, we made some bugfixes and improvements (see below) to the AgencyBloc app in Zapier.
As part of this update, you will need to update your Zaps to use the latest version of the AgencyBloc app by June 2, 2022, or they will stop working. Learn how to update your Zaps to use the latest version of the AgencyBloc app in Zapier.
AgencyBloc App in Zapier
Added new Search actions
- To make it easier for you to pull Individual data directly from AgencyBloc into your Zaps, we added new Search actions.
Removed Medicare ID field from AgencyBloc triggers and actions
The Medicare ID is being phased out so we removed the field from these triggers and actions:
- Create Individual
- Individual Created
- Individual Updated
- Get Individual by ID
Fixed bugs
- We fixed a bug that was causing the Servicing Agent field to not populate correctly in new Policy records created by the Policy action.
5/10/2022 - New Broker Compensation Report
Reports
With this update, you can quickly and easily download the data needed for the Broker Compensation Disclosure, using the new Broker Compensation Report.
Please note that you must be using AgencyBloc’s Commission Module to use this report. If you’re doing commissions in another system, you can still get the data you need from AgencyBloc, but it will take a little extra setup. Learn more.