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 webinar.
Can't make it to a training? No worries, we record them so you can watch them at any time.
Schedule
Sales Pipeline Setup
Tuesday, August 3rd
2:00 pm - 3:00 pm (CT)
AgencyBloc Commissions Enhancement: Maintaining Your Processes with the New Functionality
Monday, August 9th
1:30 pm - 2:30 pm (CT)
How to Take Full Advantage of the New Features in AgencyBloc’s Commission Module
Monday, August 9th
2:30 pm - 3:30 pm (CT)
AgencyBloc Commissions Enhancement: Maintaining Your Processes with the New Functionality
Wednesday, August 11th
10:30 am - 11:30 am (CT)
How to Take Full Advantage of the New Features in AgencyBloc’s Commission Module
Wednesday, August 11th
11:30 am - 12:30 pm (CT)
FAQ Hour: New Changes to the Commission Module
Friday, August 13th
11:00 am - 12:00 pm (CT)
Sales Pipeline: Creating & Managing Opportunities
Tuesday, August 17th
11:00 am - 12:00 pm (CT)
FAQ Hour: New Changes to the Commission Module
Wednesday, August 18th
11:00 am - 12:00 pm (CT)
FAQ Hour: New Changes to the Commission Module
Wednesday, August 25th
11:00 am - 12:00 pm (CT)
Save Time & Sell More: Using AgencyBloc to Streamline Your Enrollment Season
Tuesday, August 31st
11:00 am - 12:00 pm (CT)
Getting Started with Automated Workflows
On-Demand
Getting Started with Custom Reporting
On-Demand
CRM Refresher
On-Demand