AgencyBloc + Microsoft Excel
Create rows in Microsoft Excel when new policies are created in AgencyBloc
Streamline your workflow by seamlessly integrating AgencyBloc and Microsoft Excel. This automation will quickly add a new row in Excel every time a policy is created in AgencyBloc. Keep your records updated and easily monitor policy creation, without manually transferring the data, improving your efficiency and productivity.
Streamline your workflow by seamlessly integrating AgencyBloc and Microsoft Excel. This automation will quickly add a new row in Excel every time a policy is created in AgencyBloc. Keep your records updated and easily monitor policy creation, without manually transferring the data, improving your efficiency and productivity.
- When this happens...Policy Created
Triggers when a Policy is created in AgencyBloc.
- automatically do this!Add Row
Adds a new row to the end of a worksheet.
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About AgencyBloc
AgencyBloc is an agency management system for L&H insurance agencies that includes CRM, commissions processing, sales, and automation tools.
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About Microsoft Excel
Microsoft's Excel is a spreadsheet application used by millions of users across the world. It is part of the Office ecosystem and is considered the industry standard for spreadsheets.
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