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
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...
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.
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.
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 ...