[eBook] The Insurance Agency's 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.

Download Now

Preparing Your Data & Your Team for Data Migration

One of the first steps you undergo when you decide to make a technology switch is making a plan for data migration. 

In this guide, you’ll learn how you can better prepare both your data and your team for this process. Plus, you’ll learn what questions to ask your chosen agency management system (AMS) vendor and what to expect as the process gets underway.

You'll learn:

5 common data migration challenges 
How to prepare your data (and your team!) for migration
11 questions to ask your software vendor about data migration
What data migration to AgencyBloc looks like

Download the Guide now!

What is data migration?

Techopedia: "Data migration is the process of transporting data between computers, storage devices or formats. It is a key consideration for any system implementation, upgrade or consolidation. During data migration, software programs or scripts are used to map system data for automated migration."

When does data migration happen?

Whenever your agency is considering a new format to organize and manage your book of business, data migration will take place. Common scenarios include migrating from spreadsheets to a CRM or agency management system, or from one CRM or AMS to another.

What is AgencyBloc?

AgencyBloc is an agency management system that helps life and health insurance agencies grow their business using an industry-specific CRM, commissions processing, and automated workflow.