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Getting Started

A few things to help get you started in AgencyBloc.

New? Start here A few things to know as you get started with AgencyBloc. See all 4 articles
Questions, Tips, & Examples Quick answers to common questions along with a few tips and examples. See all 2 articles
Training Sessions Find upcoming training sessions, view recordings from past sessions. See all 6 articles
Browsers and Troubleshooting Supported browsers and what to do when you have a problem. See all 4 articles

Learn about the features to help you organize and run your agency.

Dashboards Get a handle on what's happening in your agency. See all 7 articles
Contacts Managing Groups, Individuals, Agents, and Carriers. See all 14 articles
Policies & Coverages Working with Policies & Coverages. See all 5 articles
Activities & Emails Creating activities and saving emails with Email Forwarding & Outlook Email Sync. See all 5 articles
Searching Find what you need with quick, advanced, and saved searches. See all 4 articles
Importing Data Getting data into your AgencyBloc account. See all 1 articles
Data & Custom Fields Set up data & custom field options, duplicate detection & merging. See all 4 articles
Reporting Reporting features and suggested use. See all 9 articles

Use tools to automate your agency.

Email Marketing Building campaigns, managing & editing campaigns, viewing sent emails. See all 7 articles
Automated Workflow Creating workflows, managing workflows, monitoring workflows. See all 12 articles
Email Practices & Guidelines Best practices, spam & bounce thresholds, disabling email sending. See all 8 articles
Creating & Drafting Emails Email template settings, using saved content, variable data, adding images. See all 7 articles
Lead Forms Setting up and customizing lead forms, tracking new leads. See all 5 articles
Integrations Connect your AgencyBloc account with other apps and services. See all 6 articles
API Docs View available resources in our API reference guide. See all 10 articles

Import, pay, track, and project commissions.

Setting Up Commissions Setting up rate tables, payees, and commission frequency. See all 9 articles
Commission Processing Importing commissions, manual entries, and working with edits. See all 7 articles
Reports & Statements Generating statements, commission totals, missing commissions. See all 11 articles
Projecting Commissions Creating projection tables, associating to policies, viewing results. See all 6 articles

Manage your account settings, users, teams, and subscription.

My Account Updating your account and password, two-step verification, iCal Feeds. See all 4 articles
Users & Teams Adding/removing users, setting permissions, creating teams. See all 5 articles
Subscription & Billing Managing your subscription, billing, and pricing details. See all 2 articles

Read about new features and the latest changes to AgencyBloc.

2019 Release Notes An in-depth look at the updates made to AgencyBloc in 2019. See all 8 articles
2018 Release Notes An in-depth look at the updates made to AgencyBloc in 2018. See all 11 articles
2017 Release Notes An in-depth look at the updates made to AgencyBloc in 2017. See all 8 articles
2016 Release Notes An in-depth look at the updates made to AgencyBloc in 2016. See all 10 articles

Regular support hours are from 8:00 am - 5:00 pm Central Time.