Contacts

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...

Overview You may want to jot down notes or store files related to a specific record. Every group, individual, agent, and policy record has a ‘Notes/Attachments’ tab that you can...

Overview Groups are a record type for storing and tracking basic client, lead, and prospect information on companies and organizations. With individuals and policies in your acc...

Overview Keeping track of employment information is key when working with groups and their employees. Add employee information to AgencyBloc so you can have it at your fingertip...

Overview Individuals are a record type for storing and tracking basic client, lead, and prospect information for your individual business. Individuals are also important if you ...

Overview By associating an individual to group and carrier records, you can show the individual’s relationship with a group or carrier. An individual that is associated to a gro...

Overview Set up relationships for individual records to track family, legal relationships (such as power of attorney), and more. Creating relationships for individuals is import...

Overview Relationships (familial, legal, and etc.) that have been added to an individual record may change over time. When they change, update AgencyBloc to make sure you always...

Overview Agents are a record type for storing and tracking contracts, licenses, E&O, and commission data for your agency's producers. In addition, agents are tied to many featur...

Overview Carriers are a record type for storing and tracking basic carrier and product information, forms, and web credentials. You need carrier records to create and track poli...

Overview To help you maintain a clean book of business, AgencyBloc will detect and alert you to duplicate agent and individual records. Once identified, you can take steps to me...

Overview As you and your team create agent records in AgencyBloc (manually or via data import), it’s possible to end up with duplicate records. Duplicates can make it difficult ...

Overview As you and your team create group records in AgencyBloc (manually or via data import), it’s possible to end up with duplicate records. Duplicates can make it difficult ...

Overview As you and your team create individual records in AgencyBloc (manually or via data import), it’s possible to end up with duplicate records. Duplicates can make it diffi...

Overview If you’re using a phone system or VoIP (Voice Over IP) app that can record calls, you could upload and attach the recordings to records in AgencyBloc. With everything i...

Overview In AgencyBloc, you can store phone numbers for clients, leads, agents, and other important contacts in your book of business. If you want to call someone, you have to p...

What are the CMS requirements? Set to go into effect on October 1, 2022, the CMS Final Rule 2023 will require all Medicare and Medicaid marketing calls to be recorded and stored...

Video recorded on July 20, 2021. What is covered: Where you can store contract and license information. How to utilize the Agent detail screen Top workflows you can use ...

Video recorded on April 20, 2021. What is covered: How to associate Individuals with Groups and add employment info. How to add relationships to Individuals. How to add ...