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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 13 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 4 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 6 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 9 articles

Import, pay, track, and project commissions.

Setting Up Commissions Setting up rate tables, payees, and commission frequency. See all 8 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 2 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.