2023 Release Notes

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...