Webinar Recap: The CRM Data Migration Process

By Kelsey Rosauer on June 19, 2014 in Database Management

Jason Ferguson, CMO of New Horizons Insurance Marketing shared his own experiences from when he switched from his old CRM, Prime, to AgencyBloc. He talked about preparing his data for the move and how to make that process easier. Adam Lewis, President of AgencyBloc, chimed in with his own advice on how agencies can prepare for the move, what to expect and shared his own advice from having helped countless agencies move their data to AgencyBloc.

There were some main points made during the webinar:

  • There are multiple kinds of data and sources they come from to be moved.
  • Problems may arise. There may be discrepancies in how your current data is formatted and how the new system needs it to be formatted for import.
  • You should “clean” your data. Up-to-date, organized data will make for a much more user-friendly CRM to work with.
  • The process can take awhile depending on how much organizing is required, but it is well worth it in the end. Reports will be accurate, information will be easier to find & everything will be more organized, overall.

Watch the full webinar for free!


Kelsey Rosauer
Kelsey Rosauer

Kelsey is the Marketing Brand Specialist at AgencyBloc. She plans and creates educational resources to help our customers organize, automate & grow their insurance agency. Favorite quote: "I am convinced that life is 10% what happens to me and 90% how I react to it." —Charles R. Swindoll  More articles


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