Overview
Are you a new user? If so, you’ve come to the right place! Learn how to set up your user account and train yourself on the basics of our CRM. It’s important to understand the basics before you start using AgencyBloc’s more advanced features.
Also, we have a Basic CRM Training video that you can watch to learn the same content below.
IN THIS ARTICLE
1) Set up your user account
As soon as you become an AgencyBloc user, you’ll want to go into your account settings, so you can personalize it, and review your login credentials and security. To access your account settings, click on the green Profile & Settings icon in the top right-hand corner and select My Account from the dropdown list.
- Upload a Profile Photo
Personalize your account by adding a profile photo. Your photo will appear in place of the green Profile & Settings icon, as well as activities that you create and amend. - Edit your Login Info
Make sure your username and password are easy for you to remember but difficult for others to guess. This is important for securing your user account and your agency’s data. - Set Two-Step Verification
Add your cell phone number so you can receive single-use SMS codes to securely log in to your account. - Set Time Zone
Having the correct time zone is important because it affects how you view activities on the calendar, Activities Dashboard, and record timestamps across AgencyBloc.
2) Review records
Within 1-3 weeks of starting AgencyBloc, you’ll want to have a firm understanding of the different record types and how you’ll use them in your day-to-day. See the record-related Help articles in this guide for more information.
You’ll use these records to track data on your book of business in place of spreadsheets and paper files. Once you understand where your data is stored, you can comfortably start using AgencyBloc’s more advanced features, such as commission processing, Automated Workflow, and reporting.
- Working with Individual Records
You need individual records to track individual data and relationships (notably spouse and dependents), and create individual policies and elections and group policy enrollments, and process commissions. - Working with Group Records
You need group records to track group data and employee information, create group policies and enrollments, and process commissions. - Working with Policy Records
You need policy records to track policy data (notably coverages, enrollments, and elections), and process commissions. - Tracking Agent Records
You need agent records to track agent data (notably contracts, E&O, licenses), process commissions and run statements. For users with assigned-only permissions, agent records are also used to control which book of business(es) the user can access. - Working with Carrier Records
You need carrier records to track carrier data and products, and process commissions.
3) Review activities
Within 3-4 weeks of starting AgencyBloc, you’ll want to have a firm understanding of activities and how you’ll use them in your day-to-day. See the activity-related Help articles in this guide for more information.
You can use activities to assign and track actionable to-dos, follow-up reminders, and events. Activities can also be used for auditing and E&O purposes because they cannot be deleted or modified.
- Your Activities Dashboard
Manage your personal list of to-dos and reminders on your Dashboard. Favorite the Activities Dashboard if you want to see it on your dashboard favorites (star) tab. - Using Email Forwarding
Turn email conversations into actionable to-dos and follow-ups or save them in AgencyBloc with Email Forwarding. - Outlook Email Sync
If you’re using the Windows-desktop version of Microsoft Outlook, you can download our Outlook Email Sync add-on to send your emails directly into AgencyBloc. - Activities Calendar Feeds
Add activities in AgencyBloc to a calendar, such as Apple Calendar and Google Calendar, using an iCal feed.
Data customization
If you have Administration Permissions at your agency, you can customize the data and custom fields in your agency’s account to fit your business needs and processes. Please note, changes that you make will take effect immediately and apply to all users in your agency.
- Data & Custom Field Settings
Modify field options and statuses in dropdown lists, and set up custom fields to track data unique to your agency and business processes. - Working with Column Settings
Customize the columns that your agency uses to view, search, and sort records in tables throughout AgencyBloc.
What's next?
Once you’ve mastered the basics of our CRM...
Visit the Reporting & Automation Basics article and share it with your team. Review this article to learn about features you can use to save you and your team time and resources, and uncover unique insights and opportunities in your book of business.
If your agency is subscribed to our Commission Processing module and you process commissions at your agency...
Visit the Commission Setup & Processing Basics article. Review this article to learn how to set up and process commissions, and run statements in AgencyBloc.