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...
CRM Training Series
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...
Training Sessions: Organize
Using the Carrier Product Coverage Template
Learn how to save time creating policy coverages by using the carrier product coverage template.
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
Customizing Agent Statements
Learn how to set up branding and change the sets of columns that are included when you generate agent statements.
Training Sessions: Account
Users & Security Groups
Create users, security groups, and define user roles within AgencyBloc.