Join Client Success for a training to learn how to use AgencyBloc to organize, automate, and grow your agency. You'll learn about a topic or feature in depth and how to...
Training Sessions: Organize
Custom Reporting Overview
Use Custom Reporting to build, save, and share customized reports.
Change, alter and configure the nomenclature in your ...
Training Sessions: Automate
Use Automated Workflow to automate tasks in your agency.
Use Lead Forms to capture a prospect's information from a website.
Training Sessions: Commissions
Learn about the Payee Import Template, how it works, and how to set it up.
Red-Edit Clean Up
Learn what causes red-edits while processing commissio...
Training Sessions: Account
Users & Security Groups
Create users, security groups, and define user roles within AgencyBloc.