[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

We found in our Insurance Agency Technology in 2019 Survey that about 30% of insurance agencies intend to either switch to a different agency management system (AMS) or adopt one for the first time this year. When insurance agencies decide to adopt an AMS (from paper files or Excel spreadsheets) or switch to a different AMS, data migration is necessary.

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

You'll learn:

5 common data migration challenges 
How to prepare your data (& your team!) for migration
8 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.