Import Your Book-of-Business Into AgencyBloc

Importing Your Book-of-Business

We will populate your account using Excel spreadsheets.

Use the following secure link to upload your files:

https://www.yousendit.com/dropbox?dropbox=agencybloc

Reference the Excel file labeled “AB Data Import Template” which contains the types of data we can import for you. You do not need to use this format; we’ll map the fields from your file into AgencyBloc for you.

Also, we suggest you review this video:

https://www.agencybloc.com/lp/data-import/

There is a $100 import fee for up to two files. Additional files may be imported at an additional fee.