Data migration is less daunting with experienced data analysts and top-of-the-line customer service.

Data migration refers to the process of moving one’s data to a new location. For health, benefits, and senior market insurance agencies, GAs, IMO/FMOs, and call centers, this often happens when switching management software.

The primary type of data migration is a data import. This occurs when the data is downloaded into a large file (.CSV in AgencyBloc’s case), then uploaded and populated in the new system.

The second type is a custom migration. Custom migrations are usually used for systems that cannot feasibly download all of the data into a spreadsheet — i.e., large books of business or homegrown solutions without download options. Our team will work closely with you to determine which type of data migration fits your data and needs.

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

Security in AgencyBloc

Security of Data Migration to AgencyBloc

Security is a crucial element in the protection of your sensitive data. At AgencyBloc, our security measures cover data while it’s in-transit and at-rest in the system. At-rest refers to data that is not in motion, like previously uploaded data. In-transit data is data currently being moved, like via an import. Review AgencyBloc’s security principles to see how and where your information is protected.

Data migration process at AgencyBloc

Data Migration Experience in AgencyBloc

From deciding the best option for migration with our sales team to partnering with our servicing teams during the migration, we’re here to help make your transition a success. We’ve led migrations from a variety of platforms, including but not limited to:

  • Salesforce
  • Vertafore
  • Zywave
  • Gen4
  • SugarCRM
  • Zoho
  • Microsoft Dynamics
  • Hawksoft
  • ACT
  • EZLynx
  • Paper & spreadsheets
  • Homegrown Solutions
Amy L. and Altura Benefits logo

Case Study

Altura Benefits

Learn more about Altura Benefits's experience migrating their data over to AgencyBloc from Vertafore.

 

Read More

Explore More Insurance Software Options

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.