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!
Marjorie Sither
over 2 years ago
in Suggestion
1
Future consideration
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.
Guest
over 2 years ago
in Suggestion
2
Future consideration
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 ...
Being able to navigate from Policy Detail page to other policies w/o having to go back to the Individual Detail page
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
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...
Nicole Benken
over 2 years ago
in Suggestion
2
Proposed
Copying policies from one family member to another.
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.
Shanea Viets
over 2 years ago
in Suggestion
0
Proposed
A form we can send to clients that creates an entry in AgencyBloc
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
Guest
over 2 years ago
in Suggestion
4
Already exists
It is such a headache to login if I have to look at something from my mobile phone. I would love to be able to use Face ID to open it and be able to look at data or make a note quickly
Katie Adams
over 2 years ago
in Suggestion
0
Proposed