• 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
    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...
  • How to Give Agents Access to Books of Business
    Overview For an agent to see their book of business in AgencyBloc, they need a user account and an agent record. Both need to be connected. The agent record also needs to be con...
  • 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...
  • [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...