Sign in to open your desk. Anything assigned to you while you were out is the first thing you'll see.
Local roster sign-in — this browser's own book.
EZRA
Cloud
Sign in with your Ezra account. What you can see is decided by the database, not by this browser. Activities you log are saved to the database under your login; everything else in this mode is read-only.
Which book this activity belongs to. Applications count toward that column on the scorecard.
New policy
Place an AI call
Retell hears the name, the chosen phone, the servicing agent, the policy carrier / number / paid-through and the reason. Medicare clients: service calls only until permission-to-contact is on the book. Every call lands on the timeline as a CHECK-IN CALL with the result written back when it ends.
Add form
A note, not an upload. The signed document stays in AgencyBloc; this is how you find it.
Add relationship
Selected: — none —
AgencyBloc's own words. Anything else is legal and files as CONTEXT.
New individual
Last four digits only — Ezra never stores a full Social. Required for a CLIENT, optional for a LEAD.