Welcome and thank you for choosing AgencyBloc! If you’re an administrator at your agency, this article has everything you need to set up your agency’s account and hit the ground running.
IN THIS ARTICLE
Importing your book of business (BOB) is paramount to quickly getting your agency up and running. Please visit the Data Import Overview article to learn how to compile and prepare your BOB for import. Also, as your agency grows, we can help you mass update your BOB via data import.
Note: Your BOB needs to be formatted to fit our import templates, so we can import it in a timely manner and avoid importing corrupt or duplicate data.
Review security groups & create users and teams
As your agency grows, you may find yourself creating new users and teams in AgencyBloc for new agents and agency staff. Before getting started, make sure you understand how security and permissions in AgencyBloc work so your users see only what they’re supposed to see.
- Managing Security Groups
Familiarize yourself with security groups and their permissions. It’s important to understand how they work because security groups control what your users can see and access in AgencyBloc.
- Managing Users
Create and manage your agency’s users in AgencyBloc. Please keep in mind, your agency's monthly billing is based on your users.
- Managing Teams & Team Notifications
Create teams to help delegate tasks in your agency. With teams, you can assign activities to multiple users and put up team-specific notifications on the Dashboard.
Once agency account setup is complete…
Visit the User Account Setup & CRM Basics article and share it with your team. Review this article to get a head start on your CRM training.
If your agency is subscribed to our Commission Processing module...
Visit the Commission Setup & Processing Basics article. Review this article to learn how to set up your agency’s account to process commissions in AgencyBloc.