• 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...
  • Notes, Attachments, and Pinned Notes
    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...
  • 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. Add employee information to AgencyBloc so you can have it at your fingertip...
  • 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...
  • Associating Individuals with Groups/Carriers
    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...
  • Adding/Editing Individual Relationships
    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...
  • Managing Individual Relationships
    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...
  • 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 ...