• [Core Training] CRM Refresher
    Video recorded on April 5, 2022 What is covered: Dashboard - How to view all of your open activities in one place and run saved searches. Searching - How to search all r...
  • [Core Training] Full-Length Commissions Processing Overview
    These videos will cover how to set up and use commissions processing. Commissions Setup Video recorded on May 3, 2022 What was covered: How to set up policy payees and ...
  • [Core Training] Getting Started with Automated Workflows
    Video recorded on April 19, 2022 What is covered: Brainstorming and decision-making Activating Automated Workflow Anatomy of a Workflow Trigger details Workflow actions...
  • [Core Training] Getting Started with Custom Reporting
    Video recorded on May 26, 2022 What is covered: Basics of Standard Reports How to create custom reports Best practices for custom reports Tips for using and saving Advan...
  • [Core Training] Using Sales Pipeline
    This video will cover how to set up Sales Pipelines to manage your Sales Opportunities. Using Sales Pipeline Video recorded on June 7, 2022 What is covered: What a ...
  • Training Sessions: Organize
      Best Practices for Using Your Activities Learn best practices for assigning Activities, Activity management, the importance of due dates, and how to reassign multiple Ac...
  • Training Sessions: Automate
      Using Zapier to Send Handwritten Cards Learn how to set up your handwritten card Zap with AgencyBloc.   5 Steps for Getting Started with AgencyBloc’s Email Marketi...
  • Training Sessions: Commissions
      Projecting Commissions Use projections to plan the commissions you expect to receive and chart a growth path.   Top Commission Tips to Make January a Breeze Learn...
  • Training Sessions: Sales
      Standard Sales Reports An overview of the standard sales reports and how you can use them in your business process.
  • Training Sessions: Account
      10 Tips to Keep You and Your Data Safe & Secure Learn tips and best practices to improve your own and your agency’s overall security habits and knowledge.   Unders...
  • [Webinar] Save Time & Sell More: Using AgencyBloc To Streamline Your Enrollment Season
    Video recorded on August 31, 2021 What is covered Learn how you can use AgencyBloc to manage both your prospect and client business during enrollment season. In this webi...