All Feedback

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

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)

Zapier can trigger out of Groups, Individuals, Policies or Activities in Agency Bloc, but nothing currently available for this to point at AGENTS in Agency Bloc. As an FMO with over 200 agents in the downline, this would be a critical assist.

I may have added this too late for people to notice and vote on it, but I know from all of my conversations with every agent here... we are all proud to be a member of the Bloc!

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!