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

Looking for more? Explore the Plus Suite of industry-specific solutions.

  • AgencyBloc’s Commissions+ solution streamlines commissions processing and management, saves your team serious time, and can help you uncover thousands of dollars in missing compensation.

    Learn More

  • Quote+, an AgencyBloc solution, is an all-in-one quoting, proposal generating, and enrollment tool for benefits agencies to streamline sales and renewals.

    Learn More