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...
  • [Core Training] CRM Refresher
    Video recorded on July 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 re...
  • [Core Training] Full-Length Commissions Processing Overview
    These videos will cover how to set up and use commissions processing. Commissions Setup Video recorded on September 9, 2021 What was covered: How to set up policy payee...
  • [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] Using Sales Pipeline
    These videos will cover how to set up Sales Pipelines to manage your Sales Opportunities. Sales Pipeline Setup Video recorded on August 3, 2021 What is covered: What a ...
  • Training Sessions: Organize
      Save Time & Sell More: Using AgencyBloc To Streamline Your Enrollment Season Learn how to use AgencyBloc to stay organized, automate policy renewals, and more during Ope...
  • Training Sessions: Automate
      Creating Lead and Sales-Focused Workflows Learn how to set up nurturing and conversion-focused Workflows to improve your sales efforts and bring in more clients.  ...
  • 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] Save Time & Sell More: Using AgencyBloc To Streamline Your Enrollment Season
    Video recorded on August 31, 2021 What is covered Learn how you can use AgencyBloc to manage both your prospect and client business during enrollment season. In this webi...