• Release Notes: September 2022
    In September, there were some updates to Lead POST API. 9/26/2022 - Updates to Lead POST API Lead POST API no longer requires state abbreviation 9/26/2022 - Updates to Lead P...
  • Release Notes: August 2022
    In August, we disabled the Medicare ID field on Individual records. 8/30/2022 - Disabled Medicare ID field on Individual records Individuals Multi-select Checkboxes 8/30/2022...
  • Release Notes: July 2022
    In July, we updated the Commission Module to improve agent balance and debt tracking in AgencyBloc. 2022.07.19 - Commission Enhancements for Carrying Forward Agent Debt NEW | F...
  • Release Notes: May 2022
    In May, we added a new standard report and made updates to the AgencyBloc app in Zapier. 5/17/2022 - Zapier Updates AgencyBloc App in Zapier 5/10/2022 - New Broker Compensatio...
  • Release Notes: April 2022
    In April, we introduced a new report for auditing the modifications made to Individual records. 4/5/2022 - New Audit Reporting for Individuals Reports 4/5/2022 - New Audit Re...
  • Release Notes: March 2022
    In March, the Zapier integration was made available for all AgencyBloc clients. 3/3/2022 - Zapier Beta Testing Finished Zapier 3/3/2022 - Zapier Beta Testing Finished Zapier...
  • Release Notes: January 2022
    In January, we made some minor updates to the Commission Received by Policy Report to improve accuracy in the report output. 1/25/2022 - Commission Report Improvements Commissi...