Policies & Coverages
Working with Policies & Coverages.
Working with Policy Records
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...
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...
Using Carrier Products
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...