Release Notes: November 2023
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...
Release Notes: October 2023
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
Release Notes: September 2023
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...
Release Notes: July 2023
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,...
Release Notes: June 2023
In June, we removed the Medicare ID field to align with CMS standards.
6/5/2023 - General Maintenance
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
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...