• 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...
  • 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...
  • 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...
  • 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...
  • 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...