Suggestion

Being able to select which users to have certain Shared reports instead of all shared reports to all users with report permissions. Some reports do not apply to various users ex. Producer compared to internal admin staff or Managers.

it would be great to have a run down of our enrollments sales for the day, month and year. A running tally, instead of running a resport. Similar to how you have activities list on the dash.

If a person is on more that one team, it would be very helpful to be able to sort open Activities by one Followup Team vs all the teams the person is on. I.e. by Commissions Team or by Operations Team.

It would be great if the EN integration was a more robust two way integration.

Migrated from GBS about 5 years ago. AB is much better, however, they had a feature (not many people used it), that we could run lots of data and fix them on the spot! Policies was one. We have multiple people adding products. Unfortunately, they ...

Would LOVE to add Sunfire and HealthSherpa into the AB Integration!

I would like to suggest having success labs events through out the year not just during this event and in different states. Pop up trainings. I really enjoyed going over my agency details and learning one on one with the ladies at my personal appt...

Finding last names that are only one or two letters would be easier to find if you could set search features for last name first.

I would like to have the ability to send emails via workflow / email marketing with different disclaimers; so it's not one disclaimer for all emails. Hope that makes sense. Thanks. Kev

It would be nice when you send an email from AgencyBloc to save it and time stamp it.