• How to Customize Your AgencyBloc Fields
    AgencyBloc is preset to include relevant fields and dropdown menus for the life and health insurance industry. However, you may want to further customize your fields and dropdow...
  • Creating and Using Custom Fields
    Although AgencyBloc's fields are preset for the industry, you may want to track more. Custom fields help you track the additional data you need for every record type. Add custom...
  • Adjusting Your Columns and Grid Views
    Similar to other customizations you can make throughout your AgencyBloc account, you can also adjust the columns and grid views you see. Add more columns, delete ones you don't ...
  • Customizing Your Dashboard
    Your Dashboard is the first thing you see when you log in to your AgencyBloc account. Build your own customized, Personal Dashboard to see the information most pertinent to you ...
  • Running Advanced and Saved Searches
    Advanced and Saved Searches are one of the coolest tools in AgencyBloc. They help you quickly find the information you need so you can act upon it. You can run an Advanced Searc...
  • An Introduction to Standard Reports
    Another way to run analysis on your book of business is with AgencyBloc's Standard Reports. Standard Reports are prebuilt reports you can tailor for your specific needs. You can...
  • Finding Duplicates and Merging Records
    As you add records to your AgencyBloc account, you may find that you have accidentally (or intentionally) added duplicate versions of the record. Using AgencyBloc's Duplicate De...
  • Creating & Using Teams
    Group similar users together with AgencyBloc Teams. Teams let you create a group of AgencyBloc users that have similar roles, like a sales team or client service team. Watch thi...
  • A Review of Field Sets and How to Use Them
    Field Sets in AgencyBloc appear on the Coverages tab under Policies. As you change the coverage type on the policy, the fields present will change to give you the necessary fiel...
  • An Introduction to Outlook Email Sync & Email Forwarding
    AgencyBloc's Outlook Email Sync and Email Forwarding features allow you to store emails in your AgencyBloc account. This video will cover what you need to know to get started wi...
  • An Introduction to Automated Workflow & Email Marketing
    Stay connected to your contacts by using AgencyBloc’s Automated Workflow and Email Marketing features. Use Automated Workflow for triggered communications (emails and Activities...
  • An Introduction to Sales Pipeline
    AgencyBloc’s Sales Pipeline gives you the tools to monitor your sales process and pipeline. Use the Sales Pipeline feature to help you manage your Opportunities, track your sale...