All Feedback

Do the charts have a filter? It shows ALL policies, products, individuals, etc. If I could filter them for JUST the active ones, it would be more useful. Thank you,

For Unassociated Emails, there is a "bulk select" button. It is so wonderful and efficient to find all of the emails and associate them all at one time. Could we also have this for the Unassociated Activities tab? It would also be very convenient ...

In the Leads section when you enter in a zip code it does not automatically populate the city/state like it does with the individual records.

Could we get an option to have an email reminder sent on tasks due?

Since we're in AEP for Medicare, all existing clients with an MAPD plan are up for renewal. It would be great to be able to add everyone with a tag or with an MAPD plan into my Medicare leads to manage, instead of adding one by one.

When searching all records through AgencyBloc, Individual records are not case sensitive or do not require the phone number to be typed exactly as entered. But if the Record is a Lead and not an Individual the phone number will not be searchable. ...

Do we have access to Social Media icons for email templates? Or am I missing something here?

See screenshot. This is a dev. team issue to resolve.

Could we be able to mass cancel a list of policies or be able to change effective dates for a number of policies? Instead of going in and changing one by one?

It would be great to have a text feature with our exisitng clients