[eBook] The Insurance Agency's Brief Guide to Data Migration

In this eBook, you'll learn how you can prepare your data and your team for a smooth data migration process.


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Data Migration Can Be Daunting

We found in our Insurance Agency Technology in 2017 Survey that 15% of insurance agencies intend to adopt an agency management system (AMS) for the first time this year. When insurance agencies decide to adopt an AMS (moving from paper files or Excel spreadsheets) or switch to a different AMS, data migration is necessary.

The Insurance Agency's Brief Guide to Data Migration

Check out this eBook to learn:

  • What are the top 5 data migration challenges?
  • How can you prepare your data for data migration?
  • How can you prepare your team for the transition?
  • What questions should you ask your new AMS vendor throughout the process?
  • How does AgencyBloc handle data migration?

Download the eBook now:

Call AgencyBloc866-338-7075