Overview
A three-part training series to get your acclimated to the CRM side of AgencyBloc. Each video covers major sections in AgencyBloc. From Groups, Individuals, and Policies to Dashboard, Calendar, Reports, and Automated Workflow, learn about each area and its functions. Learn how your client data flows through your account, and how to manage the data.
IN THIS ARTICLE
Getting The Bloc Rolling (36:21)
This video was recorded on September 24, 2019. You can view the notes that were taken during its Q&A session in the Downloads of this article section below.
This training video covers:
- How to search your records.
- How to create new records (agent, carrier, group, individual, policy).
- How to enter a group census for a new group, which involves adding group employee info, policies, and policy enrollments.
- How to create and view activities throughout AgencyBloc.
The Building Blocs (46:06)
This video was recorded on September 25, 2019. You can view the notes that were taken during its Q&A session in the Downloads of this article section below.
This training video covers:
- How agency and agent records are used in AgencyBloc.
- How to create custom fields to track data specific to your agency.
- How to customize field options in dropdowns to use your terminology.
- How to store important carrier data, like portal websites, usernames, and passwords, on carrier records and create carrier products.
- How to customize column settings to show data specific to your agency when viewing tables throughout AgencyBloc.
- How to perform in-depth searches with Advanced Search and Saved Search.
- How to perform quick exports of your data with Standard Reports.
Becoming a Blocstar! (50:14)
This video was recorded on September 26, 2019. You can view the notes that were taken during its Q&A session in the Downloads of this article section below.
This training will cover:
- How to create custom reports.
- How to set up security groups, users, teams, and other account settings.
- How to display your activities on calendars outside of AgencyBloc, using Activities Calendar Feed.
- How to turn your emails into activities and save them as emails in AgencyBloc, using Outlook Email Sync and Email Forwarding.
- How to create workflows and build email campaigns.