Suggestion

I think it would be great if this was set up to copy and paste drugs in and out and update this easily each year. We are currently using activities but it falls to the bottom of the list so much. Plus it would be nice to have a date stamp to let y...

We have set up custom fields that are important to our business, however they are not fully usable everywhere. I want to be able to use custom fields as filters on standard reports and to be able to use custom fields as triggers and filters in aut...

Why can't you sync the policy information and elections from EASE when it syncs the member info? Very time consuming to add the policies twice (EASE/AgencyBloc)

I work with Individual ACA plans so this is for family policies. It would be very helpful to have a fast way to connect one policy to all of the people on the policy instead of having to enter the same policy multiple times under each person's pro...

It would be nice if you could add custom fields to different categories such as "Personal Info" or "Contact Info" instead of all custom fields being at the bottom of someone's profile.

It shows me the Company & the policy number but I need to know if it's a plan F, G or N without having to make multiple clicks & leading me away from the main individual profile. Thank you!

It would be great if we could add a photo of the client main detail page. We can snap a photo with a web camera or our phones and add it to the profile.

I would like to be able to work on multiple clients at once, toggling between multiple individual profiles with tabs so I can have a few profiles open at the same time. My old CRM did this & I really miss it. You could even pop out the window ...

having this direct would be better than work arounds. Not having to have a calendar subscription to just do that would be great