All Feedback

unfortunately since we migrated from GBS, we have a lot of "clean up" STILL. I often come across groups that need to merge and you DO have that option. There is not merge option for policies - it would really help! Thanks so much!

We have some fields on the Group, Policy or Coverages page that are required for our business, but are not already set as a required field in the system. It would be nice if we could customize what is required on these pages for our agency.

I would like a button that automatically copies a note to the spouse's profile. This would save me from having to pull up the other profile & copy & paste not only the note but the note subject line. My old CRM had this capability & I ...

It would save time not having to navigate back to the clients main page to see their other policies. I often have to look at multiple policies for a client and spend a lot of time going back and forth. Thanks

We love the pinned note feature, but we are finding that it would be great if we were able to have more then one pinned note on the clients page!

A way to remove/customize unused fields. (Separate from the custom fields) Just to reduce clutter and keep records concise.

There should be a paperclip next to the already saved activity that there is an attachment within the specific activity. Sometimes there are multiple updates under 1 activity, and it becomes difficult locating certain uploaded documents, especiall...

Data entry is very time consuming. With the way the system is currently set up, the same information must be entered over and over again. Some of our group clients have 10 or more policies. It would be beneficial if information on the policy detai...

Need a way to copy a policy from one family member and send it to another family member's file so we don't have to input a policy for each family member when they are on the same individual policy. Very helpful for large family members.

An AgencyBloc based form that gathers necessary basic information about a client/group. Once the form is submitted, AgencyBloc automatically creates/updates an entry using the information provided. This would be HEAVENLY