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...
Basic CRM Training
An overview of each major section within your agency's account. From Groups, Individuals, Policies to Dashboard and Reports, learn about each area and its functions. Le...
Training Sessions: Organize
Making Mailing Labels (no audio)
Learn how to create mailing labels in Microsoft Word from AgencyBloc reporting data.
Enrollment & Election Reporting
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.