• Managing Security Groups
    Overview All users in AgencyBloc are assigned to a security group. Security groups control what a user can see and access in AgencyBloc through permissions, as well as user pric...
  • Managing Users
    Overview If you’re an administrator at your agency, you may have the ability to create and manage users in AgencyBloc. Please keep in mind, your agency's monthly billing is base...
  • Managing Teams & Team Notifications
    Overview Create teams to help delegate tasks in your agency. With teams, you can assign activities to multiple users and schedule team-specific notifications to display on the D...
  • Restricting Logins by IP Address
    Overview To help protect your organization’s data from unauthorized access, AgencyBloc allows you to whitelist external IP addresses to control where users can log into their Ag...
  • Linking Agents to Users
    Overview With Automated Workflow, you can assign activities to a group’s, individual’s, or policy’s servicing agent. When you assign an activity to a servicing agent, it is pass...