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 ...