Importing Your Book-of-Business
We will populate your account using Excel spreadsheets.
Use the following secure link to upload your files:
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:
There is a $100 import fee for up to two files. Additional files may be imported at an additional fee.