• 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...
  • Training Sessions: Organize
      Policy Enrollments & Elections Learn the basics for adding policy enrollments and elections to policy records.   Custom Reporting Overview Use Custom Reportin...
  • Training Sessions: Automate
      Automated Workflow Use Automated Workflow to automate tasks in your agency.   Lead Forms 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.   Next-Level Commiss...
  • Training Sessions: Account
      Users & Security Groups Create users, security groups, and define user roles within AgencyBloc.