Welcome!
Hello and welcome to AgencyBloc! We've set up the help center so you can get the most out of AgencyBloc. We want to help you organize, automate, and grow your insurance agency. If have any questions or feedback, please don't hesitate and give us a shout!
Steps to Get Started
Basic Training
To help learn the basics of using AgencyBloc, watch the basic training video. This takes about 30 minutes.
The 6 steps to setup success
The steps for getting your agency up and running on AgencyBloc with Client Success as your guide.
- Meeting Client Success
- Importing your Data into AgencyBloc
- Learning the Basics of AgencyBloc
- Getting your Agency Organized
- Automating your Agency
- Importing and Processing Commissions (plus plans only)
Review Questions, Tips, & Examples
Check out answers to commonly asked questions along with a few tips and examples to help you get the most out of AgencyBloc. Learn more in the Questions, Tips, & Examples section.
Sections in AgencyBloc
AgencyBloc has a few sections to help you keep track of everything. You can track contacts and policies, create activities/tasks, upload notes and attachments. You can keep track of todos and events in each section using activities. Here are few details to help you get started.
Dashboard
The dashboards area helps you get a handle on everything happening in your agency. Track activities, use graphs, and view saved searches to get a snapshot of your book of business and quickly understand what is happening. In the dashboard section, you'll find four dashboard areas to monitor each aspect of your agency. Learn more in the dashboards and activities help area.
Groups
Use the groups area to track companies and organizations. You'll recognize a contact as a group based on the purple block. You can add group information, notes, policies, and individuals related to that group, they are all tracked on the group page. Learn more in the contacts help area.
Individuals
Add clients and prospects to AgencyBloc as individual contacts. You'll recognize a contact as an individual based on the red block. You can add detailed information, notes, policies, and groups and related to that person, they are all tracked on the individual's page. Learn more in the contacts help area.
Policies
Keep track of policies and coverage details. You'll see policies as a teal block. Each policy is required to have a policyholder (a group or an individual), a carrier, a status, and a coverage type. Add detailed policy & coverage details, notes, and attachments. Learn more in the policies & coverages help area.
Agents
Store and track information about agents using the agents area. You'll see agents as a blue block. You can add agent contact information, license, E&O, contracts, and notes. Learn more in the contacts help area.
Carriers
Track carrier information and products in the carrier area. Carriers are represented as a pinkish block. You can add carrier contact information, products, forms, web credentials, notes, and attachments. Learn more in the contacts help area.