The Agent is a crucial piece to your AgencyBloc account as you tie Individuals, Groups, and Policies to an Agent. Follow this video to learn how to add an Agent to your AgencyBloc account and connect them to an Agency.
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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)
- Using the Carrier Detail Screen (5:43)
- Adding Agent & Agency Records (6:32) You are here