Policies & Coverages

Overview Policies are a record type for storing product and plan information on your book of business. Policies are a key part of commission processing in AgencyBloc. Every comm...

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. ...

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...

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...

Overview Create carrier products in AgencyBloc to track and archive important product details and documents for carriers. Associate carrier products to policies so this informat...