• 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 Group Records
    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...
  • 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 Individual Records
    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 ...
  • 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 Agent Records
    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...
  • Working with Carrier Records
    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...
  • Duplicate Detection
    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...
  • Merging Duplicate Agents
    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 ...
  • Merging Duplicate Groups
    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 ...
  • Merging Duplicate Individuals
    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...