Tuesday, June 14th
7:00 - 9:00 AM (CT): Event Check-In
in-person
8:00 - 9:00 AM (CT): Breakfast Networking
in-person
9:15 - 10:20 AM (CT): Welcome & Keynote
Speak Easy: Communication Redefined
This interactive, inspirational, and energizing keynote is for anyone who recognizes that a leader's first role is to powerfully and effectively communicate. Through a mixture of ageless rhetorical strategies, modern research and case studies, and powerful storytelling, Erik equips leaders to communicate in a way that inspires action and immediate results! "Speak Easy: Communication Redefined" reimagines how we connect with each other and how we can overcome communication anxieties and inefficiencies.
Erik Dominguez
in-person | virtual
10:30 - 11:50 AM (CT): Main Sessions & Panels
in-person | virtual
- Putting the Blocs Together Panel Discussion
10:30 - 11:50 AM (CT)
The number one question our Client Success team gets is: “How do other agencies do it?” In this session, AgencyBloc users will share how they use AgencyBloc to run their operations, create and enforce processes, maximize efficiency, improve client and prospect relations, and ensure nothing falls between the cracks. The participating panelists come from various agency backgrounds and will discuss many AgencyBloc features.
Panelists:
- Getting to Know AgencyBloc’s Powerful CRM
10:30 - 11:50 AM (CT)
Start off with the basics of AgencyBloc with a refresher of the powerful CRM. Taylor will dive deep into the different CRM features, show how you can best utilize them, and share best practices. This takes the CRM Refresher to the next level and helps you work efficiently and stay organized.
Presenter: Taylor Behrens
- 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.
Presenter: Tasha Fitzgerald
12:00 - 1:15 PM (CT): Table Topics Lunch Gatherings & Networking
in-person
12:00 - 1:15 PM (CT): Virtual Topic Rooms & Networking
virtual
1:30 - 2:20 PM (CT): Main Sessions & Panels
in-person | virtual
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 the size of your agency. Join Taylor as she walks through an example case study of how you can create an effective sales and marketing strategy in AgencyBloc. This session will cover Dashboards, users and security groups, lead tracking and nurturing, Sales Opportunities and Pipelines, and Reporting.
Presenter: Taylor Behrens
- A 360° View of Your Clients: Creating More Touchpoints to Improve Retention & Growth Panel Discussion
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. This panel will dive deep into why this view is important, how you can use AgencyBloc to create meaningful relationships with your clients, and how to use data analysis to aid your efforts.
Panelists:
- Using AgencyBloc’s Sales Pipeline to Create Consistent, Results-Driven Sales Processes
2:30 - 3:30 PM (CT)
Ready to dive into AgencyBloc’s Sales Pipeline? Join Allison and Megan as they discuss 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.
Presenters: Allison Babberl
Megan Kraft
3:45 - 4:30 PM (CT): Roundtable Networking: How to Thrive in a Hybrid World!
Over the last few years, the way we work has significantly changed. Many businesses have moved from all in person to virtual to a hybrid setup. In this Roundtable, you’ll learn from AgencyBloc users, team members, and industry experts about their best tricks for thriving in a world going hybrid. Join the in-person discussion and share your thoughts.
in-person
3:45 - 4:30 PM (CT): Virtual Networking
virtual
6:00 - 8:00 PM (CT): BlocParty
in-person
Wednesday, June 15th
8:00 - 9:00 AM (CT): Breakfast Networking
in-person
8:00 - 9:00 AM (CT): Virtual Networking
virtual
9:15 - 10:20 AM (CT): Keynote
Shift Happens
The past few years have introduced many changes to our lives and routines. So, what’s our “new normal?” And how do we navigate these changes with our customers moving forward? Join Bill as he discusses how we can better understand the human dynamic of adapting to and leading through this new era of change and the impacts on work culture and engagement when “shift happens.”
Bill Withers
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)
Who wouldn’t benefit from having their processes streamlined and their apps connected?! AgencyBloc's Zapier integration gives you the tools to connect your various apps to your AgencyBloc account in order to share data and create efficiencies. Join Sarah and Sam to learn how the Zapier integration works, what you need to get started, and examples of Zaps that AgencyBloc users are already using.
Presenters: Sam Zobel
Sarah Brammer
- 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. Join Sara to learn how to decide what type of report to create, the best ways to effectively use filters, and see several examples.
Presenter: Sara Hughes
- AgencyBloc’s Commission Module: Above and Beyond the Basics
10:30 - 11:20 AM (CT)
Want to take your commissions processing in AgencyBloc to the next level? Then, you’re in the right place! Tasha will cover the “above and beyond” of what AgencyBloc’s Commission Module can do. This session will cover using commission reports, setting up projections, identifying missed commissions, and more.
Presenter: Tasha Fitzgerald
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.
Presenter: Taylor Behrens
- Integration Q&A: Medicare Edge
11:30 AM - 12:00 PM (CT)
Want to learn more about the Medicare Edge + AgencyBloc integration? Join Steve for a short Q&A with ConnectureDRX’s Susan Plumer. This 30-minute session will cover how the Medicare Edge integration works in AgencyBloc, the benefits for your Medicare agency, and how to begin using it.
Presenters: Steve Ogden
Susan Plumer
- 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. This session with Tori will focus on using AgencyBloc’s tools to import data, update your data, and ensure you’re tracking all of the information you need. Learn the five ways to bring new data in and update existing data in your account and best practices for managing your data.
Presenter: Tori Heerts
12:00 - 1:15 PM (CT): Table Topics Lunch Gatherings & Networking
in-person
12:00 - 1:15 PM (CT): Virtual Topic Rooms & Networking
virtual
1:30 - 3:15 PM (CT): The Future of AgencyBloc
We end every BlocBuilder conference with a fan-favorite: The Future of AgencyBloc. This extended session is dedicated to discussing what’s happening in AgencyBloc, new features and functionality on the roadmap, the biggest releases of 2022, and so much more. Multiple AgencyBloc team members show up to share the projects they’re passionate about and how these changes will impact your agency. It’s a can’t-miss presentation!
in-person | virtual
Questions?
We’re here to help! For questions or comments about BlocBuilder 2022, contact us at blocbuilder@agencybloc.com.