Data Migration

Data migration can feel daunting, but our Data Team is here to help. We’ve migrated thousands of clients from 20+ different software platforms.

AgencyBloc data migration

How We Migrate Your Data

When you become a Member of The Bloc, we’re here to support you. We provide three types of data migration:

  • Manual
  • Import
  • Custom

If you choose a manual migration or want to import your data, we have training videos and technical articles to support you.

If you choose a custom data migration, an AgencyBloc Data Specialist will be assigned to your agency to assist. We'll ensure your data is in the correct format for import so that the migration goes smoothly and you can focus on learning.

What you can expect:

  • We'll never claim ownership of your data. Your data will remain 100% yours.
  • Rest assured your data is secure — we are HIPAA compliant and audited regularly for HITRUST / SOC 2 Type II (industry-leading security standards). 
  • We can migrate data from a wide variety of software from CRM to AMS as well as multiple software solutions.
  • We've been helping organizations migrate to AgencyBloc’s platform for 15 years and have a team dedicated to the process, so we're experienced!
Nathan A.

Nathan A.
Hutchison Insurance Services

"We moved to AgencyBloc from another platform, and the transition was painless. I can't say there is anything I don't like. We have better client organization, tracking, in-office communication, and processing which has increased productivity greatly. It's super user-friendly and a great platform to keep business organized."


We are energized by your success and are dedicated to helping you learn. Our Client Services Team will help guide your learning and ensure you have the tools you need for success.

AgencyBloc Onboarding

How We Help Get Started

As a Member of The Bloc, you’ll partner with one of our knowledgeable Client Success Managers as well as have access to our extensive educational resource library that includes live and self-guided training opportunities.

What you can expect:

  • We train your team with your own data.
  • We provide guidance and access to many educational resources to aid your learning.
  • We tailor your training to your team's needs and goals.
Tiffany S.

Tiffany S.
Health Insurance Associates

"I've been using AgencyBloc for 5 years. At first, I was very worried about the transition and learning the software, but AgencyBloc's staff is helpful, patient, and nice. Now, I wonder how I ever lived (and did my job as the one who pays the agents!) without it."

Ongoing Support

Our Support Team is available via phone, email, or live chat to support you and answer your team’s questions.

AgencyBloc Support Team

How We Support You

Real people are here to answer your phone calls, emails, and live chats. No matter how long you've been with us, we take pride in providing ongoing support.

What you can expect:

  • We monitor all response times and client satisfaction ratings. We're dedicated to helping you as quickly and effectively as possible.
  • We take product feedback seriously. We document client suggestions and requests to help guide product development.

Michelle M.
Medicare Advisers of the Triad, Inc.

"I love AgencyBloc!! It's a great system, but even greater than that is the staff that supports it. I thought for sure that, sooner or later, the support that I am accustomed to would come to an end, but I have since decided that this is just AgencyBloc's culture."

Educational Resources

Use AgencyBloc’s Academy and Knowledge Base to self-guide your learning and stay up-to-date with the latest product releases.

AgencyBloc Knowledge Base & Academy

How to Get the Most Out of AgencyBloc

We value education and want to provide you with the information you need to succeed. Take advantage of our Academy and Knowledge Base to access our vast library of learning opportunities. 

  • The AgencyBloc Academy provides short, self-guided video courses that you can follow to refresh your knowledge or learn something new.
  • The AgencyBloc Knowledge Base is filled with technical and how-to articles and videos that explain the ins and outs of AgencyBloc’s solutions. 

Plus, we host regular webinars, workshops, and bootcamps and send a monthly newsletter with AgencyBloc updates and best practices.

Alicia B.
Action Benefits

"I appreciate having a wide variety of knowledge offered in ways that I can choose based on my specific needs and the time I have to dedicate to learning more about AgencyBloc. I personally like how the courses are organized and how each of the topics is broken up into smaller lessons."

See Real Client Experiences

"Our transition to AgencyBloc was extremely smooth and their support along the way was invaluable. We feel like we finally have a database from the 21st century!"

Caroline D.
Comprehensive Benefits Planning, Inc.

"AgencyBloc is amazing, simple to use, user friendly, and has impeccable staff. They are always looking for new ways to improve and truly listen to their clients. They recently launched a sales pipeline feature that has truly changed the game for a one-stop-shop for all things CRM and insurance management! Must try!!"

Trudy P.
Diversified Life Solutions Brokers Ltd.