All Feedback

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...

Your system doesn't like MAC so I have to touch emails multiple times to forward and then associate with the correct activity rather than being able to drag and drop into the activity. Takes so much more time and was told y'all were working on it ...

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.

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...