2022 Release Notes

In December, we added new data columns to User admin and the Group Enrollment Census standard report.12/19/2022 - New data columns in User admin and Group Enrollment Census repo...

Note: We will post status and progress updates on this page. November 29, 2022 - Update What is the issue? We’re experiencing an email deliverability issue with Microsoft Outloo...

In November, we raised the file size limit of attachments in AgencyBloc. 11/4/2022 - File size limit increase for attachments on Activities and Notes/Attachments Increased the ...

October’s updates include enhancements to commission reporting and a new Security Group permission for commissions.10/18/2022 - Commission Reporting Enhancements New commission ...

In September, there were some updates to Connecture integrations and Lead POST API.9/29/2022 - Update to Connecture integrationsConnecture’s Profile Sync includes new Individual...

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 - D...

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 | Fin...

In May, we added a new standard report and made updates to the AgencyBloc app in Zapier.5/17/2022 - Zapier UpdatesAgencyBloc App in Zapier5/10/2022 - New Broker Compensation Rep...

In April, we introduced a new report for auditing the modifications made to Individual records.4/5/2022 - New Audit Reporting for IndividualsReports4/5/2022 - New Audit Reportin...

In March, the Zapier integration was made available for all AgencyBloc clients.3/3/2022 - Zapier Beta Testing FinishedZapier3/3/2022 - Zapier Beta Testing FinishedZapierWith thi...

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 ImprovementsCommission ...