Release Notes: December 2021
In December, we added a new Commission Transactions export for you to download lists of your Transactions.
12/29/2021 - New Sales Reports
12/21/2021 - New Commission T...
Release Notes: October 2021
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
Release Notes: September 2021
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...
Release Notes: August 2021
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
Release Notes: May 2021
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
Release Notes: April 2021
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...
Release Notes: March 2021
In March, we released a new Sales Pipeline feature to help you integrate your sales process with your CRM data in AgencyBloc.
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Release Notes: February 2021
During February, we updated a few reporting fields to improve accuracy.
2/23/2021 - Updated reporting fields to improve accuracy
2/23/2021 - Updated reporting fields ...