Release Notes: December 2018
With December’s updates, you can create activities from start to finish with the +New button in the application header and your Activities Dashboard. Your commission entry expor...
Release Notes: November 2018
With November’s updates, we can now set and update the primary contact for groups en masse via data import. We also made some labeling changes to the Subscription page and billi...
Release Notes: October 2018
With October’s updates, you can now report on your policy enrollment and election data in AgencyBloc.
10/29/2018 - Group census reports
Release Notes: September 2018
With September’s updates, you can now track effective and term dates for your carrier products. Use these dates to keep your active product lists clean and archive inactive prod...
Release Notes: August 2018
With August’s updates, you can now track and import MBIs in AgencyBloc for your senior business. You also have more customization options for branding and the data that you and ...
Release Notes: July 2018
With July’s updates, we have a new import for group enrollments and elections. With this import, our Client Success Team can help you mass add/update enrollments and elections f...
Release Notes: June 2018
With June’s updates, we added enrollments and elections to AgencyBloc, so you can track policyholder, enrollee, and dependent information on your policies. We also updated the I...
Release Notes: May 2018
With this update, we made some enhancements to the design and layout of the Commission page. Please note, none of the commission features, settings, or reports have been changed...
Release Notes: April 2018
With this update, we added a new integration that lets you sync emails from Windows-based versions of Microsoft Outlook to AgencyBloc. As part of this integration, we made some ...
Release Notes: March 2018
March has been mad busy with updates to AgencyBloc’s commission reporting features, custom fields, and column settings. See below for more details.
Release Notes: February 2018
We updated the layout of the Policy Detail page, and the Column Settings of Groups and Individuals. Below are the details for what was released.
Updated Policy Detail layout