Key Highlights
On Sunday, April 13th, before the full first day of sessions at BlocBuilder 2025, join AgencyBloc training experts for two in-depth certification courses.
Communications & Outreach Certification Course — LIMITED AVAILABILITY
Update: We’ve added additional seats! The first seats sold out, but due to popular demand, we’re expanding this certification course. Grab your spot now!
This course provides participants with the tools and knowledge to effectively utilize AMS+’s Automated Workflow and Email Marketing features. Through hands-on training, learners will discover how to streamline administrative tasks, enhance client communications, and increase efficiency in their business operations. This certification course focuses on creating, optimizing, and managing automated processes to drive productivity and foster stronger client relationships.
In this session, you will:
- Understand the core functionality of AMS+’s automated workflows and email marketing tools.
- Create and customize automated workflows to enhance operational efficiency.
- Develop targeted email campaigns that align with client needs and business goals.
- Analyze and optimize campaign performance using AMS+’s reporting tools.
- Integrate automated workflows with other AMS+ features to create seamless processes.
This certification course is designed for those with administrator roles who manage the access of other agents, run reports, set up workflows, and/or manage the AMS+ system overall. Attendees will need to have at least a basic working knowledge of AMS+. Typically, this means accessing the AMS+ system 2-3 times per week, building workflows or email marketing campaigns, or regularly managing data within AMS+.
Introduction to Commissions+ Certification Course — SOLD OUT!
This introductory course provides a foundational understanding of AgencyBloc’s Commissions+ solution, focusing on the basics of commissions management. Participants will learn how to set up, track, and report commissions accurately and efficiently, setting the stage for deeper exploration of advanced tools and strategies in commissions management. Designed for beginners, this course emphasizes practical skills and prepares learners for more advanced topics in commissions processing and analysis.
In this session, you will:
- Understand the purpose and benefits of AgencyBloc’s Commissions+ solution for commissions management.
- Learn the basics of setting up and managing commission payouts for agents and policies.
- Understand the mapping process, the benefits of mappings, the importance of good mapping, and how to troubleshoot mapping errors.
- Explore essential tools for tracking and reconciling commission payments.
- Gain an introduction to using reports for basic commissions trend analysis.
- Build a solid foundation for advancing to more complex commissions management strategies and features.
This certification course is designed for those with commissions roles who manage, track, and pay commissions for the agency. Attendees will need to have at least a basic working knowledge of AMS+ and Commissions+. Typically, this looks like accessing AMS+ and Commissions+ at least 2-3 times per week, understanding how the data is organized, and having some basic commissions processing knowledge.
Ticket Access
PLEASE NOTE: To attend a certification course, you will need to purchase a General Admission BlocBuilder Ticket and a Certification Add-On Ticket.
How to buy a Certification Ticket:
- If you haven’t purchased BlocBuilder tickets yet, add the number of General Admission Tickets and Certification Add-On Tickets you want, then proceed to checkout.
- If you've already registered for BlocBuilder 2025, easily add Certification Add-On Tickets to your registration. Select the number of Certification Add-On Tickets you want to purchase, click Continue, and fill out the buyer details. Note: You must use the same name and email that is linked to your existing BlocBuilder ticket.
Questions?
We’re here to help! For questions or comments about BlocBuilder, contact us at blocbuilder@agencybloc.com.