Questions, Tips, & Examples

Here is a list of resources to help you prepare for and navigate open enrollment easily. Automate Repetitive Tasks Use Automated Workflow to streamline essential, repetitive bu...

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...

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...

This article is for informational purposes only. Please visit the CMS website for specifics regarding any of the requirements. IN THIS ARTICLE What is Consent to Contact? How d...

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...

Video recorded on November 10, 2022 What is covered: Brainstorming and decision-making Activating Automated Workflow Anatomy of a Workflow Trigger details Workflow acti...

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...

Video recorded on December 20, 2022 What is covered: Basics of Standard Reports How to create custom reports Best practices for custom reports Tips for using and saving ...

This video will cover how to set up Sales Pipelines to manage your Sales Opportunities. Using Sales Pipeline Video recorded on December 8, 2022 What is covered: Wha...

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

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...