Release Notes: August 2019
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...
Release Notes: July 2019
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
Release Notes: June 2019
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...
Release Notes: May 2019
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 > ...
Release Notes: April 2019
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...
Release Notes: February 2019
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...