Pre-Conference Networking & Certifications: Tuesday, April 7th
7:00 AM - 7:00 PM: Registration
8:00 AM - 12:00 PM: Morning Certification Opportunities
- Commissions+ Foundations Certification
8:00 AM - 12:00 PM
Get hands-on with the fundamentals of Commissions+ in this interactive certification course. We’ll walk through the initial setup items, such as rate tables, statement mappings, and assigning payees. Next, we’ll go through the process of loading statements, reconciling red edits, finalizing a commission cycle, and running basic reports, including the Commission Not Received report.
To maximize your experience, we recommend reviewing Commissions+ materials in the AgencyBloc Academy before attending.
Who is this suited for? Users who have experience with AMS+ and are also responsible for processing commissions for their agency. This is an entry-level course, but understanding the basic concepts of how Commissions+ works will provide the best experience for all attendees.
- AMS+ Data Management Fundamentals Certification
8:00 AM - 12:00 PM
Build a solid foundation for confident, data-driven decision-making. In this certification, you'll learn best practices for managing your agency’s data in AMS+, from successful imports to automation and reporting. Master sustainable processes for organizing, maintaining, and using your data to streamline operations and drive agency growth.
Topics include:
- Preparing and importing data for clean, accurate records
- Using workflows and email marketing for data-triggered communication
- Creating and analyzing custom reports to spot trends and measure success
- Establishing consistency in how your team handles data across the platform
Who is this suited for? Operations leaders, administrators, and data managers seeking to optimize how their team imports, organizes, and uses data across AMS+. The users who manage the access of other agents, run reports, set up workflows, and manage the AMS+ system overall.
- Digital Marketing Essentials Certification
8:00 AM - 12:00 PM
Strengthen your agency’s digital presence with this comprehensive certification in digital marketing and branding strategy, tailored for AgencyBloc users. Learn how to craft a consistent and compelling brand identity online, from optimizing your Google Business Profile and social media pages (Facebook, LinkedIn, etc.) to creating impactful social media content that resonates with your audience.
In this course, you'll go beyond branding basics to discover how to automate outreach and deepen engagement using AMS+ Email Marketing and Engage+ Content Marketing. You’ll walk away with the skills to build and manage an integrated digital marketing plan for your health insurance agency.
Who is this suited for? Agents and marketers who want to boost brand visibility, automate communications, and strengthen client engagement through digital channels.
12:00 - 1:00 PM: Certification Attendees Networking Lunch
1:00 - 5:00 PM: Afternoon Certification Opportunities
- Commissions+ Power User Certification
1:00 - 5:00 PM
Ready to elevate your commission processes? This advanced certification explores the powerful tools and features within Commissions+ to help you customize workflows, improve accuracy, and drive smarter forecasting. Topics include custom reporting for commissions, using agent adjustments, the importance of policy commission settings, projecting commissions, and more.
Who is this suited for? Users with established commission processing experience in Commissions+ who regularly load and reconcile statements and have an understanding of rate tables and payees.
- AMS+ Data Management Fundamentals Certification
1:00 - 5:00 PM
Build a solid foundation for confident, data-driven decision-making. In this certification, you'll learn best practices for managing your agency’s data in AMS+, from successful imports to automation and reporting. Master sustainable processes for organizing, maintaining, and using your data to streamline operations and drive agency growth.
Topics include:
- Preparing and importing data for clean, accurate records
- Using workflows and email marketing for data-triggered communication
- Creating and analyzing custom reports to spot trends and measure success
- Establishing consistency in how your team handles data across the platform
Who is this suited for? Operations leaders, administrators, and data managers seeking to optimize how their team imports, organizes, and uses data across AMS+. The users who manage the access of other agents, run reports, set up workflows, and manage the AMS+ system overall.
- Digital Marketing Essentials Certification
1:00 - 5:00 PM
Strengthen your agency’s digital presence with this comprehensive certification in digital marketing and branding strategy, tailored for AgencyBloc users. Learn how to craft a consistent and compelling brand identity online, from optimizing your Google Business Profile and social media pages (Facebook, LinkedIn, etc.) to creating impactful social media content that resonates with your audience.
In this course, you'll go beyond branding basics to discover how to automate outreach and deepen engagement using AMS+ Email Marketing and Engage+ Content Marketing. You’ll walk away with the skills to build and manage an integrated digital marketing plan for your health insurance agency.
Who is this suited for? Agents and marketers who want to boost brand visibility, automate communications, and strengthen client engagement through digital channels.
BlocBuilder Day 1: Wednesday, April 8th
8:00 - 9:00 AM: Registration, Breakfast, & Networking
Grab food, meet other attendees, and visit with BlocBuilder 2026 sponsors.
9:00 - 9:30 AM: Welcome & Opening Remarks
9:30 - 10:30 AM: State of the Industry Panel
Hear from experts in the health insurance world to learn more about what's happening and how your agency can continue to find success.
10:30 - 11:00 AM: Networking Break
Connect with other attendees, discuss strategies, and visit with BlocBuilder 2026 sponsors.
11:00 AM - 12:00 PM: AgencyBloc Product Session
Attend AgencyBloc Product Sessions to learn more about recent enhancements, upcoming releases, and more.
12:00 - 1:15 PM: Lunch & Networking
1:15 - 3:00 PM: Afternoon Sessions & Panels
Pick from two concurrent sessions about group benefits, Medicare, and ACA trends.
3:00 - 3:30 PM: Networking Break
Connect with other attendees, discuss strategies, and visit with BlocBuilder 2026 sponsors.
3:30 - 4:30 PM: Afternoon Sessions & Panels
Pick from two concurrent sessions about group benefits, Medicare, and ACA trends.
Following the first full day of sessions, we will all gather for a BlocParty — an attendee-favorite event.
Please note: The BlocParty is included for all BlocBuilder 2026 attendees. If you'd like to bring a guest, please purchase a +1 BlocParty ticket in advance.
More details about the party are coming soon!
Pro Tip:
Schedule your 1-on-1 Success Lab session early. These sessions are one of the highlights of BlocBuilder and are included with every ticket!
BlocBuilder Day 2: Thursday, April 9th
8:00 - 9:00 AM: Breakfast & Networking
Grab food, meet other attendees, and visit with BlocBuilder 2026 sponsors.
9:00 - 9:45 AM: Day Two Opening Keynote
Stay tuned for details about the BlocBuilder 2026 keynote in late 2025.
9:45 - 10:45 AM: AgencyBloc Product Session
Attend AgencyBloc Product Sessions to learn more about recent enhancements, upcoming releases, and more.
10:45 - 11:15 AM: Networking Break
Connect with other attendees, discuss strategies, and visit with BlocBuilder 2026 sponsors.
11:15 AM - 12:15 PM: Morning Sessions & Panels
Pick from two concurrent sessions about group benefits, Medicare, and ACA trends.
12:15 - 1:30 PM: Lunch & Networking
1:30 - 2:30 PM: Afternoon Sessions & Panels
Pick from two concurrent sessions about group benefits, Medicare, and ACA trends.
2:30 - 3:15 PM: AgencyBloc Product Session
Attend AgencyBloc Product Sessions to learn more about recent enhancements, upcoming releases, and more.
3:15 - 3:30 PM: Wrap-Up & BlocBuilder 2027 Announcement
Be the first to hear about BlocBuilder 2027 and the exclusive deal for 2026 attendees!
Note: Details are subject to change.