RELATED FEEDBACK
Ability to merge Products under Carrier
Migrated from GBS about 5 years ago. AB is much better, however, they had a feature (not many people used it), that we could run lots of data and fix them on the spot! Policies was one. We have multiple people adding products. Unfortunately, they dont always discuss or use the "search" to see if the product exists. We literally have 100's of products under multiple carriers that need to be merged, deleted, etc. There really needs to be an easier way to do this! And get clean data:)
The AgencyBloc Client Success team does have an internal tool to merge duplicate carrier products. You can run a report, indicate which carrier products are duplicates, and then give that report to our CS team and they will take care of the duplicates. I realize that might not be an ideal solution so I will note that you would like the ability to merge those carrier products yourself