Similar to the Individual detail screen, the Policy detail screen has policy-specific fields to help you manage and track your various policies. You can add critical dates (effective, renewal, term, issue, etc.), status, coverage type, policy number, carrier, and more to have quick access to all of the policy information you need.
Additional resources
Video training series for CRM Basics
- How to Create New Records in AgencyBloc (5:55)
- Order of Operations for Adding Records (2:16)
- Searching for Records in AgencyBloc (2:05)
- Using the Individual Detail Screen (5:05)
- An Overview of AgencyBloc's Activities (13:04)
- Overview of Notes & Attachments (2:44)
- Using the Policy Detail Screen (2:58) You are here
- Creating & Using Policy Coverages (2:25)
- Using the Group Detail Screen (4:37)
- Creating & Using Relationships (2:35)
- Managing Group Contacts (4:44)
- Using the Carrier Detail Screen (5:43)
- Adding Agent & Agency Records (6:32)