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Resources for Navigating Busy Season

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

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 - filed under Dashboards
Contacts Managing Groups, Individuals, Agents, and Carriers. See all 17 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 7 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 4 articles - filed under Data & Custom Fields
Reporting Reporting features and suggested use. See all 11 articles - filed under Reporting

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 15 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 5 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 17 articles - filed under Zapier

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

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 6 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 5 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.

2023 Release Notes An in-depth look at the updates made to AgencyBloc in 2023. See all 9 articles - filed under 2023 Release Notes
2022 Release Notes An in-depth look at the updates made to AgencyBloc in 2022. See all 11 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

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