If there's one thing we all know about insurance, it's an industry of interacting with people. On a given day, you may talk to individual clients, group/carrier contacts, or even agents at your agency. With that, keeping track of everyone is an important part of your day to day operations. You can organize and manage all your contacts to help keep track of everything.
There are 4 different types of contact records split into different sections. You'll be able to recognize contact records throughout AgencyBloc based on the colored blocks.
Use the groups area to track companies and organizations. You'll recognize a record 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.
Add clients and prospects to AgencyBloc as individuals. You'll recognize a record as an individual based on the red block. You can add detailed information, notes, relationships, policies, and show how an individual is connected to a group. They are all tracked on the individual's page.
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.
Track carrier information and products in the carrier area. Carriers are represented as a pink-ish block. You can add carrier contact information, products, forms, web credentials, notes, and attachments.
As you are viewing a record, you can see a summary of important details. Summaries include a list of information so you can see and act on highlights at a glance. Each summary contains information unique to that record type.
Use summaries to view details at a glance, then from the summary, you can navigate to view more info. Use the button to jump to adding items to a record. View or add a pinned note to include in a summary.
Summaries show by default for larger displays, but you can always hide it. When you hide the summary, the next time you look at a contact record in that area, the summary area will remain hidden. If you have a smaller display or want to show the summary, click the Hide/Show icon to view the summary.
Setting Field Options
You can update drop-downs and field options in your account to fit your needs. Set up fields and statuses to reflect your agency and processes. By default, there are several standard values. Use the default options or remove them and add your own. You can also create custom fields for any extra information you need to track.
For more details, check out the article on Data & Custom Field Settings.
Can I upload a note or attachment to contact records?
Yep! Check out the article on Notes, Attachments, & Pinned Notes to learn more.
How do I find a contact record after I've added them?
You can search all records, use quick search in each section, or create and save an advanced search. For more, check out the articles on searching.
Is there any limit to the number of contact records I can add?
Nope, add as many as you'd like.