2023 Release Notes

In November, we modernized the look and feel of Sales Opportunity Notes/Attachments. 11/6/2023 - Visual enhancements for Sales Opportunity Notes/Attachments Sales Opportunity N...

In October, we updated the Policy Quick Search field filter and added new date filters to the Commission History and Agent Statement Settings. 10/23/2023 - General maintenance ...

In September, we made some improvements to Quick Search and Group Detail. 9/11/2023 - Quick Search Improvements and Other Enhancements New Quick Search filter Improved Quick Se...

In July, we modernized the tab navigation in Agent, Group, Individual, Policy, and Sales Opportunity records and re-organized some contact information fields on Carrier records,...

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...

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...

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...

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...

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...