• Data & Custom Fields Settings
    Overview You can update drop-downs and field options in your account to fit your needs. Set up fields and statuses to reflect your agency and business processes. By default, we ...
  • Working with Column Settings
    Overview In each section of AgencyBloc, you'll see tables with different columns representing data from records in your account. You can customize which fields are displayed to ...
  • Duplicate Detection
    Overview The saying goes, an ounce of prevention is worth a pound of cure. This is true when it comes to detecting and preventing duplicate records from sneaking into your accou...
  • Merging Duplicate Individuals
    Overview Over time, it’s possible to end up with several instances of the same individual in your account. Duplicates in your account can make it difficult to find what you need...
  • Managing Coverage Types and Field Sets
    Overview Field Sets are a grouping of fields designed to capture relevant coverage information for particular policy types. For instance, the coverages of HMO, EPO, PPO, and med...
  • Field Set list by Coverage
    Overview Find below a detailed list of the coverage field sets for each coverage.  Field Set List & Fields AB Default Long Term Care AD&D LTD Dental Senior He...