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 October 1, 2020 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 October 8, 2020 What was covered: How to set up policy payees a...
  • 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
      Ease Integration Overview Learn the basics of Ease and how to set it up.   Top 10 Automated Workflows Learn tips to use Automated Workflow and our favorite workfl...
  • 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
      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 ...
  • [Webinar] Top 3 Enhancements from Q1 2020
    Video recorded on April 23, 2020 What was covered: Updated Teams page design to show more helpful information about teams at a glance New security group settings to expa...