Key Highlights
On Sunday, April 14th, before the full first day of BlocBuilder 2024, AgencyBloc training expert Tasha Fitzgerald will lead the inaugural certification course. Final exam and course wrap-up will take place the morning of Monday, April 15th.
More than 328.77 quintillion bytes of data are created each day all over the world (that’s 328.77 followed by a staggering 16 zeros!). Data is essential for the growth and prosperity of any health and life insurance agency. With effective data management, people across your agency can find and access the data they need to be successful in their role.
In this session, you will learn:
How to Successfully Import & Update Data
Learn best practices for preparing and adjusting your data prior to using the AgencyBloc Import Utility to ensure successful imports.
Internal & External Data Driven Communication Usage
Let your data work for you and create efficiency throughout your agency with workflow automation and email marketing.
Reporting & Data Analysis
Discover how your data can allow you to monitor success, understand trends, and make informed decisions for the future by using AgencyBloc’s Custom Report builder.
Seamless Data Management
Set yourself up for success by ensuring consistency in the way your data is managed.
Ticket Access
All spots for this inaugural certification course have been sold. Stay tuned for information on future AgencyBloc certification opportunities.
Questions?
We’re here to help! For questions or comments about BlocBuilder, contact us at blocbuilder@agencybloc.com.