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 ReportsReports12/21/2021 - New Commission Transa...

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 IntegrationIntegrations10/19/20...

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 Entry...

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 Added ...

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 accuracyAdva...

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 mer...

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 change...

During February, we updated a few reporting fields to improve accuracy.2/23/2021 - Updated reporting fields to improve accuracyReports2/23/2021 - Updated reporting fields to imp...