AgencyBloc Help

Getting Started

A few things to help get you started in AgencyBloc.

Initial Setup Get up and going with your new AgencyBloc account. See all 4 articles - filed under Initial Setup
CRM Basics Learn the basics of AgencyBloc's CRM and start adding your records. See all 13 articles - filed under CRM Basics
Customizations & More Start customizing your AgencyBloc account to fit the needs of your agency. See all 12 articles - filed under Customizations & More
Additional Learning Learn tips and tricks to take your AgencyBloc knowledge to the next level. See all 4 articles - filed under Additional Learning
Training Sessions Find upcoming training sessions, view recordings from past sessions. See all 13 articles - filed under Training Sessions

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 16 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 1 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 10 articles - filed under Reporting

Use tools to automate your agency.

Email Marketing Building campaigns, managing & editing campaigns, viewing sent emails. See all 8 articles - filed under Email Marketing
Automated Workflow Creating workflows, managing workflows, monitoring workflows. See all 17 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 10 articles - filed under Integrations
API Docs View available resources in our API reference guide. See all 11 articles - filed under API Docs
Zapier (BETA) Activate the Zapier integration and make Zaps with our AgencyBloc app to perform tasks and transfer data with third-party apps. See all 11 articles - filed under Zapier (BETA)

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 12 articles - filed under Commission Processing
Reports & Statements Generating statements, commission totals, missing commissions. See all 13 articles - filed under Reports & Statements
Projecting Commissions Creating projection tables, associating to policies, viewing results. See all 6 articles - filed under Projecting Commissions

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 2 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

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 13 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

Read about new features and the latest changes to AgencyBloc.

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