Sales Enablement Beta Feedback
Currently putting a policy as pending with an effective date of 1/1, will the policy "flip" to active on 1/1/2024 or will I have to go back in and make those all active on 1/1?
If so, that would be a great enhancement.
The policy status will NOT automatically change from Pending to Active status. The easiest way to do this is run a report on the 1st of each month for these policies, then export into an excel file, change the [Policy: Status] and import back into AgencyBloc. If you have not done an import before, I would recommend getting help the first time with the support team.