Schedule

Tuesday, June 14th

8:00 - 9:00 AM (CT): Breakfast Networking

in-person

9:30 - 10:20 AM (CT): Welcome & Keynote

in-person | virtual

10:30 - 11:50 AM (CT): Main Sessions & Panels

in-person | virtual

• Putting the Blocs Together

  10:30 - 11:50 AM (CT)

  Join this panel discussion on how you can use the different features within AgencyBloc to create efficiencies in your agency and streamline your processes.

• Getting to Know AgencyBloc’s Powerful CRM

  10:30 - 11:50 AM (CT)

  Are you new to AgencyBloc or needing a refresher on the CRM? Then this session is for you! In this session, you will dive deep into the different features of AgencyBloc, show how you can best utilize them in your day-to-day routine, and share best practices for staying organized.

• The Full Commissions Experience: Becoming an AgencyBloc Commission Module Pro

  10:30 - 11:50 AM (CT)

  Regardless if you’re new to the Commission Module or have already begun using it, this session will benefit you. Join this session for a complete journey through AgencyBloc’s Commission Module. Start at the beginning by getting your agency ready to process commissions in AgencyBloc, then explore how you can overcome red edits and other processing errors to ensure your commission data is correct. This session will introduce you to Rate Tables, Payees, Commission Maps, Revenue Types, Translations, Payee Defaults, and so much more.

12:00 - 1:15 PM (CT): Table Topics Lunch Gatherings

in-person

12:00 - 1:15 PM (CT): Virtual Topic Rooms

virtual

1:30 - 2:20 PM (CT): Main Sessions & Panels

in-person | virtual

• Using AgencyBloc’s Sales Pipeline to Create Consistent, Results-Driven Sales Processes

  1:30 - 2:20 PM (CT)

  Ready to dive into AgencyBloc’s newest feature, Sales Pipeline? Join this session to learn best practices for leveraging the lead and sales management tools in AgencyBloc to help you create consistency and achieve your sales goals. This session will cover AgencyBloc’s Lead Forms, Sales Pipeline, Automated Workflow, Dashboard Analytics, and Sales Reports.

• AgencyBloc Case Study: How to Work Smarter, Not Harder with Automated Workflow

  1:30 - 2:20 PM (CT)

  AgencyBloc’s Automated Workflow was designed to help you create efficiencies within your business processes. Join this case study-style session to see examples of how other Member of The Bloc are using Automated Workflow and AgencyBloc reporting tools to improve their agency management and efficiency.

• Efficiently Managing Group Policy Renewals in AgencyBloc

  1:30 - 2:20 PM (CT)

  Want to find the most efficient way to manage your group policy renewals in AgencyBloc? In this session, you’ll focus on the best practices of managing group policy renewals. Learn how to customize the policy renewal screen, create consistencies in your data collection, and ensure you have all the information you need in AgencyBloc.

2:30 - 3:30 PM (CT): Main Sessions & Panels

in-person | virtual

• Create, Customize, & Connect: Building a Sales & Marketing Strategy in AgencyBloc

  2:30 - 3:30 PM (CT)

  Having a sales and marketing strategy for your agency can be imperative to your success, regardless of how small or large your agency is. This session will walk through a case study of an agency that created an effective sales and marketing strategy in AgencyBloc and how you can do it, too. This session will cover Dashboards, users and security groups, lead tracking and nurturing, Sales Opportunities and Pipelines, and Reporting.

• A 360° View of Your Clients: Creating More Touchpoints to Improve Retention & Growth

  2:30 - 3:30 PM (CT)

  Fewer than 10% of companies have a 360-degree view of their clients, and only 5% are able to use that information to impact their businesses. Join this session to learn why this view is important and how you can use AgencyBloc to create meaningful relationships with your clients.

• Using AgencyBloc to Nurture Your Agents & Help Them Thrive

  2:30 - 3:30 PM (CT)

  AgencyBloc has many tools to help you manage your agents. Join this session to learn more about the agent-specific tools in AgencyBloc you can leverage to nurture your agents and help them be successful.

3:45 - 4:30 PM (CT): Roundtable Networking

in-person

3:45 - 4:30 PM (CT): Virtual Networking

virtual

6:00 - 8:00 PM (CT): BlocParty

in-person

Wednesday, June 15th

8:30 - 9:30 AM (CT): Breakfast Networking

in-person

9:30 - 10:20 AM (CT): Keynote

in-person | virtual

10:30 - 11:20 AM (CT): Main Sessions & Panels

in-person | virtual

• Integration Exploration: Creating Automation with AgencyBloc’s Zapier Integration

  10:30 - 11:20 AM (CT)

  Would you benefit from having your processes streamlined and your apps connected? AgencyBloc’s Zapier integration gives you the tools to connect your various apps to your AgencyBloc account to share data and create efficiencies. Join this session to learn how the Zapier integration works, what you need to get started, and examples of Zaps that AgencyBloc agencies are already using.

• Data Deep Dive: Using AgencyBloc's Custom Reports to Make More Informed Decisions

  10:30 - 11:20 AM (CT)

  Ready to dive deep into your data and pull out crucial insights for the future of your business? AgencyBloc’s Custom Reports help you see exactly what you want in the way you want it. In this session, you'll learn how to decide what type of report to create, the best ways to effectively use filters, and see several examples.

• AgencyBloc’s Commission Module: Above and Beyond the Basics

  10:30 - 11:20 AM (CT)

  Ready to take your commissions processing in AgencyBloc to the next level? Then, you’re in the right place! This session will cover the “above and beyond” of what AgencyBloc’s Commission Module can do. Hint: this session will cover using commission reports, setting up projections, finding missed commissions, and more!

11:30 AM - 12:00 PM (CT): Main Sessions & Panels

in-person | virtual

• The Best AgencyBloc Features You're Not Using Yet!

  11:30 AM - 12:00 PM (CT)

  Have you explored all of the impressive features in AgencyBloc? In this session, learn the top features and tools you may not be using in AgencyBloc yet. This session will be a complete review of those features, how they can be helpful to you, and how you can start utilizing them in AgencyBloc today.

• A Workshop in Brand: Creating Consistent Messaging for Clients & Prospects that Increases Retention & Drives Results

  11:30 AM - 12:00 PM (CT)

  How strong is your agency’s brand? This session will be a discussion about creating a consistent voice for your brand. Use this information to create effective marketing campaigns and client communications that your audience will always recognize from you. If you’re looking to strengthen your brand, this is the session for you.

• The Data Download: Best Practices to Adding Data & Updating Existing Data in AgencyBloc

  11:30 AM - 12:00 PM (CT)

  Data is the basis of your business. So, it’s essential that you have the right data in your AgencyBloc account. Join this session for this in-depth discussion on how you can use AgencyBloc’s tools to import data, update your data, and ensure you’re tracking all of the information you need. This session will cover the five ways to bring new data in and update existing data in your account and the best practices for managing your data.

12:00 - 1:15 PM (CT): Table Topics Lunch Gatherings

in-person

12:00 - 1:15 PM (CT): Virtual Topic Rooms

virtual

1:30 - 3:15 PM (CT): The Future of AgencyBloc

in-person | virtual

**NOTE: The above schedule is subject to change as we finalize sessions and speakers for BlocBuilder 2022. We appreciate your understanding.