All Feedback

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 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

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.