The Challenge

You Shouldn’t Feel Alone in a Data Migration

Data migration can feel like a tedious process when you’re going it alone. For insurance agency owners, data migration can feel overwhelming and sometimes “not worth the time,” because they don’t expect to have the support. This is another reason to choose technology vendors who are true partners in the process — from the very beginning and beyond.

Common roadblocks include:

  • Uncertainty about what a successful data migration actually entails
  • Challenges extracting data from legacy or closed systems

Our Solution

AgencyBloc is Your Partner

With over 15 years of experience, AgencyBloc’s team is here to make your migration efficient and secure. We offer guidance and best practices to get you up and running faster. 

  • Multiple Data Migration Options: Our team supports a variety of data migration paths to ensure you get the support you need to start your account on the best foot possible.
  • High Security Standards: AgencyBloc is relentless in its commitment to security and data management. These protocols apply whether your data is in transit or at rest, ensuring you're covered during and after your migration. 
  • Extensive Experience: AgencyBloc’s team has supported data migrations for over 15 years and has completed migrations from nearly every CRM and AMS on the market. Our Data Team is well-versed in helping you every step of the way.

Learn more about the AgencyBloc Experience and what life is like as a Member of The Bloc

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You've got questions. We've got answers.

FAQs About Data Migration to AMS+

  • Data migration for health insurance agents refers to the process of moving your current data (client information, policy records, activities, communications, etc.) from one system to another. This could be a generic CRM to an industry-specific agency management system (AMS), Excel spreadsheets to an AMS, a homegrown solution to an AMS, or from one AMS to another.

    For AMS+, you have a few options:

    • Manual data entry
    • Import a .CSV file
    • Start a custom migration with our data team

    Database migration ensures your historical records are preserved and linked correctly, so that your team can get up and running faster.

  • A clean, well-executed migration ensures your data retains integrity, usability, and linkage (for example, policies connected to the right clients). If data quality is poor or migration is rushed, you risk errors, duplicate records, missing links, and reduced ROI from your new system. In short: “garbage in, garbage out” applies. A successful AMS migration supports your workflows, rather than sabotaging them.

  • Start by scheduling a live demo to discuss your current system, data volumes, and migration path. AgencyBloc has 15+ years of experience in supporting and migrating health insurance agencies, and we'll help simplify what’s often the most daunting part of a system switch.

Schedule a demo today to get more of your agency's AMS+ questions answered.

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Additional Resources

Learn ways to optimize your organization, grow your business, stay compliant, and retain clients more effectively than ever.

See All Resources

The Top Questions Insurance Agents Must Ask About Data MigrationChecklistThe Top Questions Insurance Agents Must Ask About Data Migration
The 11 Questions You Should Be Asking About Data MigrationBlogThe 11 Questions You Should Be Asking About Data Migration
The Insurance Agency's Guide to Data MigrationGuideThe Insurance Agency's Guide to Data Migration
Why Data Migration is ImportantInfographicWhy Data Migration is Important

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Trusted by Retail & Wholesale Agencies

What Our Clients Are Saying

"AgencyBloc has everything we need: flexibility, accessibility, commissions tracking, and ease of navigation. The data migration was stress-free, the customer service is awesome, and we love how simple it is to connect individuals, enter data, and just plain run our business!" — Sherri.

See why other agencies are switching to AMS+.

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Partner with Experts to Support Your Data Migration

We’ve supported thousands of data migrations over our last 15+ years, and we’re here to help you through yours. Learn more.

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