Training Sessions

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...

  Policy Enrollments & Elections Learn the basics for adding policy enrollments and elections to policy records.   Custom Reporting Overview Use Custom Reportin...

  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. ...

  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...

  Users & Security Groups Create users, security groups, and define user roles within AgencyBloc.