Overview
Join Client Success for a training to learn how to use AgencyBloc to organize, automate, and grow your agency. You'll learn about a topic or feature in depth and how to use it to get the most out of it. Register below for an upcoming training.
Can't make it to a webinar? No worries, we record them so you can watch them at any time.
Upcoming Webinars
Ask the Experts: 3 Ways to Prepare for Annual Election Period
Thursday, August 18th
11:00 am - 12:00 pm (CT)
Industry-Expert Panel: Preparing for This Year's Open Enrollment Period
Thursday, August 18th
2:00 pm - 3:00 pm (CT)
Automating Round-Robin Agent Assignments for New Leads Using Zapier
Thursday, August 18th
2:00 pm - 3:00 pm (CT)
Getting Started with Automated Workflow
Tuesday, August 23rd
10:00 am - 11:00 am (CT)
Save Time & Sell More: Using AgencyBloc To Streamline Your Enrollment Season
Thursday, September 1st
11:00 am - 12:00 pm (CT)
Using Sales Pipeline
Tuesday, September 6th
11:00 am - 12:00 pm (CT)
How to Manage Your Leads in AgencyBloc Using Zapier
Thursday, September 15th
2:00 pm - 3:00 pm (CT)
Onboarding Bootcamp
Sign up for our 1-day AgencyBloc Onboarding Bootcamp. This is an accelerated learning opportunity that includes a 1-hour AgencyBloc introduction session in the morning, "homework", and a 1-one hour AgencyBloc feature session in the afternoon. Plus, you'll have the chance to sign up for a 30-minute review meeting post-Bootcamp.
Core Training Recordings
AgencyBloc 101
Recorded on August 9, 2022
Commissions Setup
Recorded on July 7, 2022
Commissions Processing
Recorded on July 21, 2022
Getting Started with Automated Workflow
Recorded on April 19, 2022
Getting Started with Custom Reporting
Recorded on May 26, 2022
Using Sales Pipeline
Recorded on June 7, 2022