2021 Release Notes

In December, we added a new Commission Transactions export for you to download lists of your Transactions. 12/29/2021 - New Sales Reports Reports 12/21/2021 - New Commission T...

In October, we added a new Zapier integration and made improvements to the color contrast of text and icons in AgencyBloc. 10/26/2021 - New Zapier Integration Integrations 10/...

In September, we improved some efficiencies in the process around adding manual commission entries, and added a new Medicare Edge integration. 9/28/2021 - Manual Commission Entr...

In August, we made an enhancement to our Commission Module. For a guided tour through the enhancement, watch the recordings here. 8/11/2021 - Commission Module Enhancement Adde...

In May, we made some changes and enhancements to Activities and updated the service provider for Email Marketing emails. 5/25/2021 - Updated search filter to improve accuracy A...

In April, we added a new tool for merging duplicate Carrier Products and updated the service provider for Automated Workflow emails. 4/15/2021 - New duplicate Carrier Product me...

In March, we released a new Sales Pipeline feature to help you integrate your sales process with your CRM data in AgencyBloc. You’re viewing Release Notes, which lists all chang...

During February, we updated a few reporting fields to improve accuracy. 2/23/2021 - Updated reporting fields to improve accuracy Reports 2/23/2021 - Updated reporting fields ...