Getting data into your AgencyBloc account.
Data Import Overview
Overview Importing your book of business (BOB) is paramount to quickly getting your agency up and running. With your data in AgencyBloc, you can set up and process commissions, ...
Preparing & Importing Data for Ease Integration
Overview To set up the Ease integration, you need existing Groups and Policies/Coverages in AgencyBloc. You can add this data manually while configuring the integration, but if ...