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...
  • Basic CRM Training
    Overview An overview of each major section within your agency's account. From Groups, Individuals, Policies to Dashboard and Reports, learn about each area and its functions. Le...
  • Training Sessions: Organize
      Making Mailing Labels (no audio) Learn how to create mailing labels in Microsoft Word from AgencyBloc reporting data.   Enrollment & Election Reporting Learn ...
  • Training Sessions: Automate
      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. ...
  • Training Sessions: Commissions
      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...
  • Training Sessions: Account
      Users & Security Groups Create users, security groups, and define user roles within AgencyBloc.