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Gain Peace of Mind From Your Agency Management System
Your insurance agency provides hundreds or maybe even thousands of people the peace of mind that they are protecting their families financial future. Do you have that same peace of mind about your...
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Workplace Benefits Transitions 2012
We had a great experience attending the Workplace Benefits Transitions conference in Chicago this week! The conference gave us an excellent opportunity to network with others in the industry and...
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Quick Tip: use tabbed browsing to increase efficiency
A simple (and useful) tip that makes working in AgencyBloc more efficient is the use of multiple browser tabs. Opening multiple tabs while working in AgencyBloc allows you to keep your place on one...
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5 Key Metrics used by High Growth Agencies
Chuck Blondino of Safeco Insurance recently authored an article published by the Agents Council for Technology (ACT), Grow Your Agency & Improve Your Marketing by Tracking Key Metrics. Chuck found...
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What are Project Codes and Revenue Codes?
Project Codes and Revenue Codes are two tracking features that are easy to use and provide good information for your agency management needs. These are "deeper" features that are sometimes...
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Commission Tracking: Manage Dates
For users who are processing commissions in AgencyBloc the Manage Dates section sometimes gets overlooked. This section gives users the ability to do three things: merge commission dates, purge a...
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Feature Update: Commission Statements Grouped by Policyholder
Agent commission statements can now be grouped by policyholder rather than only by carrier.When running the commission statement with the format "Grouped by Policyholder" your statement will look as...
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The New Version of AgencyBloc
It's an exciting time here as we roll out the newest version of AgencyBloc. As we got started with this upgrade some users expressed concern because they thought there was no need to make any changes....
View ArticleIntroducing Agent Statement logins
We are excited to announce a new type of AgencyBloc user - Agent Statement logins. Agent Statement users have the ability to do one thing: view commission statements...specifically, their own...
View ArticleNew feature: Payee Schedules (Commission Hierarchy)
We're excited to announce the release of Payee Schedules in our commissions processing module. Payee Schedules allow you to pay commissions using a hierarchy structure. Once a Payee Schedule has been...
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Five Steps to Choosing an Agency Management System: Learning to Trust "The...
Welcome to our brand new blog series: Five Steps to Choosing an Agency Management System. In this series we'll explain 5 important steps to choosing an agency management system. Use this series and...
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Five Steps to Choosing an Agency Management System: How Can We Help You Today?
Welcome to part two of our blog series, Five Steps to Choosing an Agency Management System. The last post in this series discussed the benefits of cloud computing and learning to trust "The Cloud". In...
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Five New Year's Resolutions for your Agency Management System
The new year is upon us and that means New Year's Resolutions are under way. Many people join a gym, try to eat better, kick a bad habit, etc. We thought we'd share a few resolutions for your agency...
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Step 3: What’s Your Budget?
Welcome to part three of our blog series, Five Steps for Selecting an Agency Management System. The last post in this series discussed how your customer service needs play a role in choosing an agency...
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Lead Forms: Funnel Web Leads Directly into AgencyBloc
We get to work with agencies all across the country (even Hawaii and Canada) and I'd say I've personally seen close to 300 different agency websites. 90% of those sites contained some type of lead...
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Step 4: Make a Decision
Welcome to part four of our blog series, Five Steps for Selecting an Agency Management System. The last post in this series discussed how your budget plays a role in choosing an agency management...
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Step 5: Change Doesn't Have to be Scary
Welcome to the final part of our blog series, Five Steps for Selecting an Agency Management System. The last post in this series discussed the decision making process. Now it's time to implement your...
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Feature Updates: BlocMail and Merge Activities
We appreciate all client feedback as it helps us determine development needs in the software. We have heard from many of you about the need to add some features to BlocMail and Activites. You spoke, we...
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