Now that all of your data is in AgencyBloc, you'll want to know how to find exactly what you need. Maybe you are working on renewals, or perhaps you need to find every new lead created in the last 30 days - finding what you need quickly is key to your success.
Sometimes you only have a partial name or perhaps you're hunting for a specific policy you worked on last month (it's in here somewhere!). Learn about the searching features in AgencyBloc and how to get the most out of them.
There are a couple different ways you can search in AgencyBloc.
- All Records & Quick Search
- Advanced & Saved Searches
Search for Groups, Individuals, Policies, and Agents using a Search of All Records in the top search box or use Quick Searches by section. Sort and filter your full list of data or a smaller subset to see only what you need.
Search using combined criteria and custom fields. Save your advanced searches to use again and again. Use your saved searches to create custom lists to track records to see only what you need, separate from your full list. Define your search criteria down to a specific range or particular set of values.
Find tips and examples to help you get the most out of Advanced and Saved Search. Use your Advanced & Saved Searches to create custom lists to save time in your day-to-day operations.