AgencyBloc is preset to include relevant fields and dropdown menus for the life and health insurance industry. However, you may want to further customize your fields and dropdowns to fit your agency's specific needs. This video will walk you step-by-step on customizing your fields to make your AgencyBloc account unique to you.
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Additional resources
- [Help Article] Data & Custom Field Settings
- [Help Article] Managing Coverage Types & Field Sets
- [Help Article] Field Set List by Coverage
Video training series for Customizations & More
- How to Customize Your AgencyBloc Fields (6:06) You are here
- Creating and Using Custom Fields (4:06)
- Adjusting Your Columns and Grid Views (3:01)
- Customizing Your Dashboard (2:34)
- Running Advanced and Saved Searches (3:39)
- An Introduction to Standard Reports (4:38)
- Finding Duplicates and Merging Records (2:14)
- Creating & Using Teams (7:34)
- A Review of Field Sets & How to Use Them (5:23)
- An Introduction to Outlook Email Sync & Email Forwarding (4:44)
- An Introduction to Automated Workflow & Email Marketing (4:18)
- An Introduction to Sales Pipeline (6:54)