2019 Release Notes

December's updates removed the Legacy agent statement format and added “Policy ID” to all commission reports. 12/18/2019 - Changes to agent statements and commission reports Ag...

With November's updates, you can now associate emails to groups and carriers, and use lead forms to gather agent and group leads from prospects visiting your website. 11/21/2019...

With October's updates, you can use carrier products to pre-populate coverage information into new policy coverages, more easily separate your leads from clients in Quick Search...

With September's updates, you can now bring in notes/attachments via lead post and API. 09/26/2019 - Updated lead post and API to support notes and attachments Lead post API ...

August's updates include enhancements to Automated Workflow and Email Marketing, and the addition of group duplicate detection and merging. 08/06/2019 - New workflow trigger typ...

With July’s updates, we added a new calendar feature and updated AgencyBloc to support commission numbers. 07/17/2019 - New calendar and new commission number Calendar Commissi...

With June’s updates, we made changes to the Import Carrier Data page layout, and Import Audit naming and navigation to improve efficiencies. 06/25/2019 - Updates to Import Carri...

With May's updates, you can filter and view activities that are past due and due today on your Activities Dashboard, and set your time zone in Profile & Settings > My Account > ...

With April's updates, we updated Email Marketing so you can send emails to group individuals and group policy individuals. We made some updates to activities, added a new commis...

With February's updates, AgencyBloc can now detect and merge duplicate agent records. You can also set and retrieve custom fields for agents, groups, individuals, and policies v...