• 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. We recommend this article to administrat...
  • 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...
  • Linking Agents to Users
    The content on this page is under development as part of a beta test for a new and upcoming feature. Please note, we currently do not have a definitive release date for this new...
  • How to Give Agents Access to Books of Business
    There is content on this page that is under development as part of a beta test for a new and upcoming Sales Pipeline feature. Please note, we currently do not have a definitive ...
  • Managing Teams & Team Notifications
    There is content on this page that is under development as part of a beta test for a new and upcoming Sales Pipeline feature. Please note, we currently do not have a definitive ...
  • 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...
  • [Webinar] Understanding Security Controls & User Management
    Video recorded on March 26, 2020 What was covered: Best practices for pinpointing your AgencyBloc account owner and administrators Security groups and the various settin...