Data & Custom Field Settings
In AgencyBloc, we include default field options and statuses that are standard to the health and life insurance industry. If you’re a user with administration permissio...
Working with Column Settings
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 ...
Managing Coverage Types & Field Sets
Coverage types help you categorize and define policy types. Field sets are a grouping of fields designed to capture relevant coverage information for particular policy ...
Field Set List by Coverage
Find below a detailed list of the coverage field sets for each coverage.
Field Set List & Fields
Long Term Care
Senior Health / R...
[Webinar] The Most Powerful Data Fields in AgencyBloc
Video recorded on December 7, 2021
What was covered:
Key data fields in AgencyBloc
Default fields for Group, Individual, Policy, and Agent records