• Answers to General Questions
    Here are answers to a few common questions when using AgencyBloc What are "filters" and how do they work? Think of a filter in AgencyBloc similar to a kitchen sieve. If you wan...
  • Answers to Subscription Questions
    Here are a few answers to questions related to signing up with AgencyBloc and setting up your subscription. How much does AgencyBloc cost? How is billing calculated? Billing is...
  • Creating Mailing Labels
    Video recorded on January 4, 2022 In this video, we will demonstrate how to download contact information from AgencyBloc, and create mailing labels using Microsoft Ex...
  • [Webinar] 10 Tips & Tricks for Using Excel with AgencyBloc’s Reports
    Video recorded on January 6, 2022 What was covered How to add and use filters in a Microsoft Excel spreadsheet How to adjust and move columns in a Microsoft Excel sp...
  • [Webinar] Tips for Cleaning, Importing, & Updating Your Data
    Video recorded on February 9, 2021 What was covered: How to use our import templates to mass update your book of business Tips and tricks for using Excel
  • [Webinar] 10 Tips to Keep You and Your Data Safe & Secure
    Video recorded on September 28, 2021 What was covered: Password etiquette Create complex passwords Don't use the same password twice Change passwords often Use a passwo...
  • [Webinar] 10 Time-Saving Tips to Start Using Immediately in AgencyBloc
    Video recorded on October 29, 2020 What was covered: Pinned notes Saved Searches Accessing policies directly Global search Column settings Teams Right-hand summary pane ...
  • Tips for Improving Customer Service & Client Retention
    Customer Service-Focused Tools in AgencyBloc Automated Workflow allows you to stay in contact with your leads, clients, and agents with trigger-based communication. Lear...
  • CRM Training Series
    Overview A three-part training series to get your acclimated to the CRM side of AgencyBloc. Each video covers major sections in AgencyBloc. From Groups, Individuals, and Policie...
  • Agency Account Setup (Admin)
    Overview Welcome and thank you for choosing AgencyBloc! If you’re an administrator at your agency, this article has everything you need to set up your agency’s account and hit t...
  • User Account Setup & CRM Basics
    Overview Are you a new user? If so, you’ve come to the right place! Learn how to set up your user account and train yourself on the basics of our CRM. It’s important to understa...
  • Reporting & Automation Basics
    Overview Now that you’ve mastered the CRM basics, you’re ready to learn how to use your data to save you and your team time and resources, and uncover unique insights and opport...
  • Commission Setup & Processing Basics
    Overview If your agency is subscribed to our Commission Processing module and you process commissions at your agency, review this article to learn how to set up and process comm...