All Feedback

unfortunately since we migrated from GBS, we have a lot of "clean up" STILL. I often come across groups that need to merge and you DO have that option. There is not merge option for policies - it would really help! Thanks so much!

We have some fields on the Group, Policy or Coverages page that are required for our business, but are not already set as a required field in the system. It would be nice if we could customize what is required on these pages for our agency.

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 ...

need help with a workflow were we can put training reminders out. We have them under the license tab and it tells them their license is due and not what is really due? Is there a way around this? Agents have to take LTC, AML and AHIP trainings eac...