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Resources for Navigating Busy Season
Get Started with AgencyBloc Academy
We offer training courses and events to help you get started with AgencyBloc.
These trainings are designed to get you up to speed quickly. Go to the AgencyBloc Academy for these resources.
- Sign up for onboarding bootcamp This 1-day group-training session covers the bare essentials needed to start using AgencyBloc and includes live Q&A. Go to bootcamp schedule
- Learn the basics at your own pace This 15-course video series covers the basics of AgencyBloc's CRM. You can take breaks at any time and pick up where you left off. Start training
- Get started with commissions training This 5-course video series is an introduction to the Commission Module and covers rate tables, payee setup, and commission mapping and defaults. Start training
- Sign up for learning opportunities Sign up for bootcamps for accelerated training, workshops for community discussions, or webinars for feature overviews and best practices. Go to events schedule
Organize
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 8 articles - filed under Dashboards
- Contacts Managing Groups, Individuals, Agents, and Carriers. See all 19 articles - filed under Contacts
- Policies & Coverages Working with Policies & Coverages. See all 5 articles - filed under Policies & Coverages
- Activities & Emails Creating activities and saving emails with Email Forwarding & Outlook Email Sync. See all 8 articles - filed under Activities & Emails
- Searching Find what you need with quick, advanced, and saved searches. See all 4 articles - filed under Searching
- Importing Data Getting data into your AgencyBloc account. See all 2 articles - filed under Importing Data
- Data & Custom Fields Set up data & custom field options, duplicate detection & merging. See all 5 articles - filed under Data & Custom Fields
- Reporting Reporting features and suggested use. See all 11 articles - filed under Reporting
Automate
Use tools to automate your agency.
- Email Marketing Building campaigns, managing & editing campaigns, viewing sent emails. See all 7 articles - filed under Email Marketing
- Automated Workflow Creating workflows, managing workflows, monitoring workflows. See all 16 articles - filed under Automated Workflow
- Email Practices & Guidelines Best practices, spam & bounce thresholds, disabling email sending. See all 9 articles - filed under Email Practices & Guidelines
- Creating & Drafting Emails Email template settings, using saved content, variable data, adding images. See all 7 articles - filed under Creating & Drafting Emails
- Lead Forms Setting up and customizing lead forms, tracking new leads. See all 6 articles - filed under Lead Forms
- Integrations Connect your AgencyBloc account to partnered apps for additional services, such as quoting, enrollment, customer service, and more. See all 12 articles - filed under Integrations
- API Docs View available resources in our API reference guide. See all 11 articles - filed under API Docs
- Zapier Activate the Zapier integration and make Zaps with our AgencyBloc app to perform tasks and transfer data with third-party apps. See all 19 articles - filed under Zapier
Commissions
Import, pay, track, and project commissions.
- Setting Up Commissions Setting up rate tables, payees, and commission frequency. See all 10 articles - filed under Setting Up Commissions
- Commission Processing Importing commissions, manual entries, and working with edits. See all 19 articles - filed under Commission Processing
- Reports & Statements Generating statements, commission totals, missing commissions. See all 16 articles - filed under Reports & Statements
- Projecting Commissions Creating projection tables, associating to policies, viewing results. See all 6 articles - filed under Projecting Commissions
Sales
Tools for a comprehensive sales management experience in AgencyBloc.
- Getting Started Managing your sales process in AgencyBloc and getting started with Sales Pipeline. See all 2 articles - filed under Getting Started
- Sales Pipelines Setting up and working Sales Opportunities in Sales Pipelines. See all 3 articles - filed under Sales Pipelines
- Sales Opportunities Working with Sales Opportunities & Products and creating Sales Opportunity workflows. See all 4 articles - filed under Sales Opportunities
- Lead Management Defining & working leads. See all 3 articles - filed under Lead Management
- Sales Analytics & Reporting Insights into lead & Pipeline performance on the Dashboard and reports. See all 9 articles - filed under Sales Analytics & Reporting
Account
Manage your account settings, users, teams, and subscription.
- My Account Updating your account and password, two-step verification, iCal Feeds. See all 4 articles - filed under My Account
- Users & Teams Adding/removing users, setting permissions, creating teams. See all 7 articles - filed under Users & Teams
- Subscription & Billing Managing your subscription, billing, and pricing details. See all 2 articles - filed under Subscription & Billing
- Questions, Tips, & Examples Quick answers to common questions along with a few tips and examples. See all 11 articles - filed under Questions, Tips, & Examples
- Browsers and Troubleshooting Supported browsers and what to do when you have a problem. See all 4 articles - filed under Browsers and Troubleshooting
Release Notes
Read about new features and the latest changes to AgencyBloc.
- 2023 Release Notes An in-depth look at the updates made to AgencyBloc in 2023. See all 7 articles - filed under 2023 Release Notes
- 2022 Release Notes An in-depth look at the updates made to AgencyBloc in 2022. See all 12 articles - filed under 2022 Release Notes
- 2021 Release Notes An in-depth look at the updates made to AgencyBloc in 2021. See all 8 articles - filed under 2021 Release Notes
- 2020 Release Notes An in-depth look at the updates made to AgencyBloc in 2020. See all 9 articles - filed under 2020 Release Notes
- 2019 Release Notes An in-depth look at the updates made to AgencyBloc in 2019. See all 10 articles - filed under 2019 Release Notes
- 2018 Release Notes An in-depth look at the updates made to AgencyBloc in 2018. See all 11 articles - filed under 2018 Release Notes
- 2017 Release Notes An in-depth look at the updates made to AgencyBloc in 2017. See all 8 articles - filed under 2017 Release Notes
- 2016 Release Notes An in-depth look at the updates made to AgencyBloc in 2016. See all 10 articles - filed under 2016 Release Notes
Contact Client Success
Regular support hours are from 8:00 am - 5:00 pm Central Time.
- Phone: 866-338-7075 Give us a call. We're here to help!
- Email: help@agencybloc.com Send us a message and we'll get back to you!