• Overview of Contact Types
    Overview If there's one thing we all know about insurance, it's an industry of interacting with people. On a given day, you may talk to individual clients, group/carrier contact...
  • Adding, Updating, Deleting Records
    Overview As you interact with prospects and clients, you can create new records or update existing records. Keep track of important details and look up information in one place....
  • Notes, Attachments, & Pinned Notes
    Overview You may want to jot down notes or store files you want to keep. Use the Notes/Attachments area on a record to keep track of these details. You can add to or update them...
  • Working with Groups
    Overview Use the groups area to track companies and organizations. You'll recognize a contact as a group based on the purple block. You can add group information, notes, policie...
  • Adding Group Employee Info
    Overview Keeping track of employment information is key when working with groups and their employees. Having employment data on hand helps with group renewals or just keeping up...
  • Viewing Group Employee Info
    Overview After you add employment info, you may need to look it up from time to time. Viewing and reporting on employment info helps with group renewals or just keeping up with ...
  • Working with Individuals
    Overview Add clients and prospects to AgencyBloc as individuals. You'll recognize a record as an individual based on the red block. You can add detailed information, notes, rela...
  • Associate Individuals with Groups/Carriers
    Overview You can show that an individual is connected to a group or a carrier. Associate individuals to track group or carrier contacts, employees of a group, or important peopl...
  • Add/Edit Individual Relationships
    Overview Add relationships to an individual to track their family & connections. Use this data to get a snapshot of an individual and their relationships to understand their...
  • Managing Individual Relationships
    Overview As you work with individuals and add relationships, you may need to make changes over time. To help with that, there are a few things you can do to manage relationships...
  • Fixing & Switching Relationships
    Overview With the recent update, you may notice that the direction of the relationships has changed (what we’re calling the switch or the flip-flop). If this is the case, don’t ...
  • Tracking Agents
    Overview Store and track information about agents using the agents area. You'll see agents as a blue block. You can add agent contact information, license, E&O, contracts, a...
  • Working with Carriers
    Overview Track carrier information and products in the carrier area. Carriers are represented as a pink-ish block. You can add carrier contact information, products, forms, web ...