Training Sessions: Organize

Learn how to how to filter, adjust columns, use different file formats (.CSV vs .XLXS), and more in Microsoft Excel.

Learn how to create mailing labels in Microsoft Word from AgencyBloc reporting data.

Learn best practices for using your data in reporting, creating subsets, using reminders and Automated Workflows, commissions, and more.

Learn about what Activities are, how to use them, and how to assign them in AgencyBloc.

Learn how to use AgencyBloc to stay organized, automate policy renewals, and more during Open Enrollment.

Learn best practices to manage your agent contracts and licenses in AgencyBloc efficiently.

A high-level overview of AgencyBloc’s Dashboard Analytics.

Learn how to attach your emails to AgencyBloc records using Outlook Email Sync and Email Forwarding.

Learn how to efficiently track Group and Policy Enrollment data in AgencyBloc.

Learn how to use our import templates to mass update your book of business.

An overview of the most popular AgencyBloc reports with some tips & tricks in Excel.

Learn how to save time creating policy coverages by using the carrier product coverage template.

Learn how to set up and use the calendar to track activities across your agency.

Learn now to detect and merge duplicate agent records.

Learn the basics for reporting on policy enrollments and elections.

Learn the basics for adding policy enrollments and elections to policy records.

Use Custom Reporting to build, save, and share customized reports.

Change, alter and configure the nomenclature in your account.

Track and report on even more group employee info.

Keep track of client interactions and create a list of reminders and tasks.

Updates to help you better track individuals and their relationships or dependents.

Find what you need with Advanced & Saved Searches.

Catch duplicates in your account and merge duplicate individual records.

Learn about AgencyBloc's Dashboards.