Database Management & Security

Efficiently and securely store your agency’s book of business.

Your insurance agency houses a lot of important, sensitive data, so it’s crucial to have a database management system that secures that information and can support you from anywhere.

When you partner with AgencyBloc, our experts first identify the best course of action to migrate your data into our industry-specific agency management system (AMS). From there, AgencyBloc’s powerful security measures and partnership with a leading cloud storage solution help keep your data safe, so you can focus on what’s really important: your business.

AgencyBloc takes database management seriously. We are continuously upgrading and improving security measures and encryption capabilities. We are also building smoother migrations to help you get going sooner and become a lifelong Member of The Bloc. To learn more about the transition to AgencyBloc, check out The AgencyBloc Experience.

Secure Cloud Data Encryption

Data encryption is the process of securing your data regardless of whether it’s in transit or at rest. All data and attachments in our industry-specific agency management system (AMS) are written to multiple locations instantly, backed up numerous times throughout the day, and stored in multiple physical locations—even our backup location has a backup.

Moving data from a storage facility or on-premise location to a cloud-storage solution is mapped via a data upload or import. Once you become an AgencyBloc client and migrate your data, your information will automatically be stored in the cloud. The migration runs via a custom migration or .CSV spreadsheet import.

Data Security & SOC 2 Type II Report

AgencyBloc has successfully completed its System and Organization Controls 2 (SOC 2) audit and received its SOC 2 Type II report, demonstrating AgencyBloc’s priority of keeping its clients’ data confidential and secure.

System and Organization Control (SOC 2) is a long-term audit, conducted by independent auditors, that studies a company’s data processing systems to determine whether adequate security measures and controls are in place. The SOC 2 Type II report verifies that internal controls and processes meet or exceed the security requirements.

See more data security specifics on our Security page.

"AgencyBloc's level of security gives us peace of mind that our data and our clients' data is heavily protected, while still allowing our employees to easily access it on the go to best serve our clients."

Renee D. | Varney & Company Benefits Advisors

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Database Transition & Data MigrationTake the worry out of data migration with a team dedicated to your transition and the security of your data.

Have Questions?

FAQs About Data Management & Security

Data Management & Security FAQs

What are data silos?
Data silos are dangerous for a business, especially if they are left unchecked. They occur when data is not synced effectively across systems or teams. If only certain groups can access data, it will cost money, block collaboration, and create inefficiencies. Learn more about data silos and how to fix them here.
How does AgencyBloc migrate data to their platform?
AgencyBloc has two main ways of migrating data into our solutions. The data is either downloaded into a large file and then imported or facilitated through a custom migration. Our team of experts will work with you to figure out which option is best for your agency’s data. Once the path is chosen, our team will work to safely and efficiently transfer your data. Learn more about the data migration process here.
How does AgencyBloc protect client data?
AgencyBloc takes data security seriously. Our solutions feature secure cloud data encryption, follow strict data maintenance policies, use bank-level encryption, are backed up continuously, and are housed on HIPAA-compliant AWS servers. Plus, AgencyBloc as an organization annually complates a System and Organization Controls 2 (SOC 2) audit performed by independent auditors. Learn more about how AgencyBloc protects your data.

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Database Management System for Life and Health Insurance Brokers