• 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...
  • [Core Training] CRM Refresher
    Video recorded on April 1, 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 r...
  • [Core Training] Full-Length Commissions Processing Overview
    These videos will cover how to set up and use commissions processing. Commissions Setup Video recorded on February 4, 2021 What was covered: How to set up policy payees...
  • [Core Training] Getting Started with Automated Workflows
    Video recorded on January 21, 2021 What is covered: Brainstorming and decision-making Activating Automated Workflow Anatomy of a Workflow Trigger details Workflow actio...
  • [Core Training] Getting Started with Custom Reporting
    Video recorded on March 18, 2021 What is covered: Basics of Standard Reports How to create custom reports Best practices for custom reports Tips for using and saving Adv...
  • [Core Training] Sales Pipeline Setup
    Video recorded on April 15, 2021 What is covered: What a Sales Pipeline is and what you'll see Why it's important to have a thought out process before building a Pipelin...
  • Training Sessions: Organize
      Tips for Cleaning, Importing, & Updating Your Data Learn how to use our import templates to mass update your book of business.   Best Practices for Open Enrollment...
  • Training Sessions: Automate
      Best Practices: Creating Conversion-Focused Lead Forms Learn how to set up Lead Forms, add them to your website, and find new leads that are created by Lead Forms in Age...
  • 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.  ...
  • AgencyBloc User Meetup Preview
    Video recorded on March 9, 2021 BlocBuilder 2021...It's happening! BlocBuilder is our annual user meetup and this year it's going virtual! Join VP of Client Success, Kell...
  • [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 ...