2023 Release Notes
An in-depth look at the updates made to AgencyBloc in 2023.
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Release Notes: June 2023
In June, we removed the Medicare ID field to align with CMS standards. 6/5/2023 - General Maintenance Custom Reporting 6/1/2023 - Removal of Medicare ID field Removal of Medi...
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Release Notes: April 2023
In April, we made some visual enhancements to Notes/Attachments and Commission permissions in Security Groups, and added Commission Transaction field options to Custom Reporting...
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Release Notes: March 2023
In March, we made variable data for the Agent NPN field available for Automated Workflow and Email Marketing so you can include it in your emails. 3/27/2023 - General Maintenanc...
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Release Notes: Februrary 2023
In February, we made some enhancements to AgencyBloc’s two-step verification features. 2/27/2023 - General Maintenance Visual enhancements to Carrier Notes/Attachments New fiel...
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Release Notes: January 2023
In January, we made some changes to the Commission Payments report, Policy payment history, and Help menu. 1/16/2023 - AgencyBloc fixes and improvements Commission Payments re...