• Data & Custom Field Settings
    Overview You can update dropdowns and field options in your account to fit your needs. Set up fields and statuses that reflect your agency and business processes. The applicatio...
  • 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 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 Health / R...