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...
-
CRM Refresher
Video recorded on January 7, 2021 What is covered: Dashboard - How to view all of your open activities in one place and run saved searches. Searching - How to search all...
-
Full-Length Commissions Processing Overview
These videos will cover how to set up and use commissions processing. Commissions Setup Video recorded on December 10, 2020 What was covered: How to set up policy payees...
-
Training Sessions: Organize
Best Practices for Open Enrollment and Renewals - Groups & Individuals Learn best practices for getting through Open Enrollment and other renewal business. BlocB...
-
Training Sessions: Automate
10 Time-Saving Tips to Start Using Immediately in AgencyBloc Learn tips to save time in AgencyBloc. Ease Integration Overview Learn the basics of Ease and how t...
-
Training Sessions: Commissions
Identifying Missed Commission Payments Learn how to identify missed commission payments and other insights with our commission reports. Customizing Agent Stateme...
-
Training Sessions: Account
Understanding Security Controls & User Management Learn how to apply security settings in AgencyBloc in ways that keep your data secure and promote productivity. ...
-
[Webinar] Best Practices for Open Enrollment and Renewals - Groups & Individuals
Video recorded on September 24, 2020 What was covered: Review of basic functionality Using activities to take notes after meeting with a client, especially if there are ...