2020 Release Notes

With December’s updates, we added an in-app option for submitting cancellation requests. 12/15/2020 - New Option to Submit Cancellation Request Subscription & Billing 12/15/2...

With November’s updates, we put measures in place to prevent errors that occur when you change a custom field's type to an incompatible type. 11/04/2020 - Custom Fields Update ...

With October’s updates, you can more easily find your most up-to-date commission import maps, create and update agent licenses through our API, and hide carriers from new policy...

With September’s updates, we’ve added new integrations that allow you to sync Ease data to AgencyBloc, and send AgencyBloc individuals to PlanCompare for quoting and enrollment....

With July’s updates, you can now relate incoming emails to policy records. 07/07/2020 - Relate emails to policies Policies 07/07/2020 - Relate emails to policies Policies Wh...

What’s happening? We’re retiring support for new AgencyBloc features with the Internet Explorer (IE) browser in September 2020. Why is this happening? IE no longer receives majo...

With June’s updates, we made some enhancements to improve your experience with activities, linked users, and carrier individuals. 06/30/2020 - Ease of Use Enhancements Show Lin...

With March’s updates, you have new security group permissions to allow producers to access unassigned groups, individuals, and policies. 03/12/2020 - Updated Teams page design ...

With January’s updates, we added a new rate type to help you simplify commission payouts. 01/16/2020 - Commission Processing: New % of Remainder Rate types Standard Reports 0...