Individual relationships help you connect Individual records for easier navigation. Usually, these relationships include spouses, parents, and children. The benefit of creating relationships is that they tie Individual records together and make finding information faster and more streamlined.
Additional resources
- [Help Article] Adding/Editing Individual Relationships
- [Help Article] Managing Individual Relationships
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) You are here
- Managing Group Contacts (4:44)
- Using the Carrier Detail Screen (5:43)
- Adding Agent & Agency Records (6:32)