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Best Practices for Open Enrollment and Renewals - Groups & IndividualsLearn best practices for getting through Open Enrollment and other renewal business.
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BlocBuster ReportingAn overview of the most popular AgencyBloc reports with some tips & tricks in Excel.
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Saving Your Emails into AgencyBlocLearn how to save your emails into AgencyBloc using Outlook Email Sync and Email Forwarding.
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Using the Carrier Product Coverage TemplateLearn how to save time creating policy coverages by using the carrier product coverage template.
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Introducing AgencyBloc CalendarLearn how to set up and use the calendar to track activities across your agency.
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Making Mailing Labels (no audio)Learn how to create mailing labels in Microsoft Word from AgencyBloc reporting data.
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Enrollment & Election ReportingLearn the basics for reporting on policy enrollments and elections.
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Policy Enrollments & ElectionsLearn the basics for adding policy enrollments and elections to policy records.
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Custom Reporting OverviewUse Custom Reporting to build, save, and share customized reports.
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CustomizationChange, alter and configure the nomenclature in your account.
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Track Group Employee InfoTrack and report on even more group employee info.
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Using ActivitiesKeep track of client interactions and create a list of reminders and tasks.
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Individuals & RelationshipsUpdates to help you better track individuals and their relationships or dependents.
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Advanced & Saved SearchFind what you need with Advanced & Saved Searches.
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Duplicates & MergingCatch duplicates in your account and merge duplicate individual records.
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Dashboard AnalyticsLearn about AgencyBloc's Dashboards.
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The Power of ExcelThe basics of Excel and how it can help you get the most out of AgencyBloc.
