• How to Create New Records in AgencyBloc
    AgencyBloc's CRM keeps your records organized and easily accessible. Add Individual, Policy, Group, Carrier, Agency, and Agent records to your AgencyBloc account and track the i...
  • Order of Operations for Adding Records
    When adding new records to your AgencyBloc, there is an order of operations to follow. For example, you must add an Agency before an Agent, and you have to add a Carrier before ...
  • How to Search for Records in AgencyBloc
    Using the search bar at the top of your AgencyBloc account, you can run a Global Search that includes all record types. Then, you can filter through to find the specific informa...
  • Using the Individual Detail Screen
    Every entity (Individual, Group, Policy, Carrier, and Agent) in AgencyBloc has a detail screen, which houses information about that specific entity. For example, data for a pers...
  • An Overview of AgencyBloc's Activities
    AgencyBloc's Activities help you manage your workload, assign tasks to others, and ensure nothing falls between the cracks. Activities are a place you can track interactions, st...
  • Overview of Notes & Attachments
    Another way to track conversations is with AgencyBloc's Notes. Notes are editable entities where you can store essential information. You can pin one note to each entity to ensu...
  • Using the Policy Detail Screen
    Similar to the Individual detail screen, the Policy detail screen has policy-specific fields to help you manage and track your various policies. You can add critical dates (effe...
  • Creating & Using Policy Coverages
    The Policy coverages tab reflects the specific information of the plan and expands on the basic information on the detail screen. This tab tracks multiple coverage types for one...
  • Using the Group Detail Screen
    Get an in-depth look into your Groups with the Group detail screen in AgencyBloc. For you, Groups could mean a couple of different things. Groups could be the employers of the i...
  • Creating & Using Relationships
    Individual relationships help you connect Individual records for easier navigation. Usually, these relationships include spouses, parents, and children. The benefit of creating ...
  • Managing Group Contacts
    Track your Group's employees with the Group's Individuals tab. This creates one-stop access for all of the Group information you need to manage your Group Policies. Note: If you...
  • Using the Carrier Detail Screen
    Similar to the other detail screens throughout AgencyBloc, there is a Carrier detail screen where you can store Carrier-specific information. Note: You must add Carriers before ...
  • Adding Agent & Agency Records
    The Agent is a crucial piece to your AgencyBloc account as you tie Individuals, Groups, and Policies to an Agent. Follow this video to learn how to add an Agent to your AgencyBl...