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?
This can be accomplished by using the import feature of AgencyBloc. The URL is: https://app.agencybloc.com/import
I would recommend having the support team walk you through this process the first time.
This can be accomplished by using the import feature of AgencyBloc. The URL is: https://app.agencybloc.com/import
I would recommend having the support team walk you through this process the first time.