• Working with Policies
    Overview Use policy records to track policy and coverage information, enrollment and election information, and commission activity. If you’re processing commissions in AgencyBlo...
  • Using Policy Coverages & Field Sets
    Overview In this article, learn how to add policy coverages to policy records. Use policy coverages to track additional information about a policy’s product or set of products. ...
  • Adding Policy Enrollments
    Overview In this article, learn how to track policy enrollment and election data for your group business. View enrollments at the policy, group, or individual level for differen...
  • Adding Policy Elections
    Overview In this article, learn how to track policy election data for your individual business. With policy elections, you can view policyholder information and dependents cover...