Suggestion

Some Carriers have long lists of Product names that all start with the same word - and we need them to be listed like that because of commissions. Because of that, we cannot type in any search words, we can only scroll until we find what we are lo...

Especially in the Health Insurance world Date of Birth is extremely important. Because it does not appear in the pop up of Add New individual, it often gets forgotten to be added. It does not have to be a required field, just should show up as one...

We encounter several individuals throughout the year (both under 65 and Medicare) that for one reason or another are not clients now, but would like to be reached out to during Open Enrollment/AEP. These clients come at all times, so a generic num...

Currently if you import commission on a policy that is in Agency Bloc already, the Servicing Agent in Agency Bloc will take precedence over what is imported. It would be beneficial if we were notified or given a red flag if the Servicing agent dif...

Can you create a form that will allow us to drop a link on our website or EASE portal that allows the employee to submit a question or issue they are having which will automatically create an activity?

Also would be beneficial if we could add custom text columns that could import as a note/attachment

It would helpful as an Admin to create Dashboard view based on Security User Group as shared instead of each user having to create their own. Should be able to push Agency Views besides user create personal views.

I would like to be able to delete an activity so that it is hidden from my dashboard without marking it complete. I have not been able to figure out a way to do this with the status field. I am the only person using my AgencyBloc. I realize this m...