Track your Group's employees with the Group's Individuals tab. This creates one-stop access for all of the Group information you need to manage your Group Policies.
Note: If you only sell Individual Policies and do not track Groups, then you can skip this video.
Additional resources
- [Help Article] Associating Individuals with Groups/Carriers
- [Help Article] Adding Group Employee Info
- [Webinar] How to Track Group & Employee Information
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)
- Creating & Using Policy Coverages (2:25)
- Using the Group Detail Screen (4:37)
- Creating & Using Relationships (2:35)
- Managing Group Contacts (4:44) You are here
- Using the Carrier Detail Screen (5:43)
- Adding Agent & Agency Records (6:32)