All Feedback

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.

Instead of using a link to a video within the body of an email, I would like to be able to stick the video in the email. I realize that I could create an image and attach the link that way, but it's clunky. Thanks. Kev

We are trying to track retention rates for each carrier with several factors involved. Is there a report that can be used to accomplish this? Or can one be created? If so, how?

We experienced the same problems another person did. We not only had 2 days of travel but we also had to book an extra night due to flight availability. There are no flights heading far south mid afternoons so you either miss the last meetings or ...