Data & Custom Fields

Set up data & custom field options, duplicate detection & merging.

  • Data & Custom Field Settings
    Overview 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
    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 ...
  • Managing Coverage Types & Field Sets
    Overview 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
    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 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 Address, servicin...