Training Sessions

Find upcoming training sessions, view recordings from past sessions.

  • Training Schedule
    Overview 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
    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...
  • [Core Training] CRM Refresher
    Video recorded on October 21, 2021 What is covered: Dashboard - How to view all of your open activities in one place and run saved searches. Searching - How to search al...
  • [Core Training] Full-Length Commissions Processing Overview
    These videos will cover how to set up and use commissions processing. Commissions Setup Video recorded on January 11, 2022 What was covered: How to set up policy payees...
  • [Core Training] Getting Started with Automated Workflows
    Video recorded on December 2, 2021 What is covered: Brainstorming and decision-making Activating Automated Workflow Anatomy of a Workflow Trigger details Workflow actio...
  • [Core Training] Getting Started with Custom Reporting
    Video recorded on October 7, 2021 What is covered: Basics of Standard Reports How to create custom reports Best practices for custom reports Tips for using and saving Ad...
  • [Core Training] Using Sales Pipeline
    These videos will cover how to set up Sales Pipelines to manage your Sales Opportunities. Sales Pipeline Setup Video recorded on November 4, 2021 What is covered: What ...
  • Training Sessions: Organize
      10 Tips & Tricks for Using Excel with AgencyBloc’s Reports Learn how to how to filter, adjust columns, use different file formats (.CSV vs .XLXS), and more in Microsoft ...
  • Training Sessions: Automate
      5 Steps for Getting Started with AgencyBloc’s Email Marketing Learn how to send mass and drip email campaigns to your clients, create more touchpoints, and improve your ...
  • Training Sessions: Commissions
      Commissions Reporting 101 Learn best practices for commission reporting, what data you need to track to make your reports complete, and more.   Identifying Missed ...
  • Training Sessions: Sales
      Standard Sales Reports An overview of the standard sales reports and how you can use them in your business process.
  • Training Sessions: Account
      10 Tips to Keep You and Your Data Safe & Secure Learn tips and best practices to improve your own and your agency’s overall security habits and knowledge.   Unders...
  • [Webinar] Save Time & Sell More: Using AgencyBloc To Streamline Your Enrollment Season
    Video recorded on August 31, 2021 What is covered Learn how you can use AgencyBloc to manage both your prospect and client business during enrollment season. In this webi...