Release Notes: November 2019
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.
Release Notes: October 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...
Release Notes: September 2019
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
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...