AgencyBloc's CRM keeps your records organized and easily accessible. Add Individual, Policy, Group, Carrier, Agency, and Agent records to your AgencyBloc account and track the information necessary for your business.
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Additional resources
Video training series for CRM Basics
- How to Create New Records in AgencyBloc (5:55) You are here
- 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)