The newest update that allows for keeping statement dates of the reports within the agent report dates was another bonus.
When I called and spoke to the customer service team, they walked me through how to set it up and how to use it and it has saved me a tremendous amount of time. I had spent two years manually calculating for our office. The commission upload feature is one of my favorite parts of this program. Everyone I have worked with is extremely knowledgeable, patient, and so very helpful. I have had extensive conversations and had them walk me through how to create work flows, sales pipelines, and reporting. I can not say enough praise for the AgencyBloc support team. I know there are some things we don't need or use that I wish you could turn on/off, but that is a VERY minor complaint.
Many of my issues with things were learning to use it after we were used to our old database. I also like that it is integrated between the database and commissions, as our prior commissions and information databases were not the same. Prior to this, we were tethered to a server database. I like the web-based platform so we can access it anywhere. Our reps are great and they are always a quick response away from a question or concern.
I like being consulted when they are thinking about new items to roll out and how that would affect what we do, or if it is even worth it. They have implemented new, useful tools for agencies going to this program since we switched, and it seems like they are always working on new things to make it better. Implementing this in 2011 was a huge undertaking with our separate databases for information and commissions, and our old program did not necessarily play the nicest, but since we've been using it over 8 years now, it is so worth the switch.