[2025 Guide] The Insurance Agency's Guide to Data Migration

Is your agency considering a data migration soon? 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:

  • Five common data migration challenges
  • How to prepare your data for migration
  • 11 questions to ask your software vendor about data migration
  • What data migration to AgencyBloc's solutions looks like

Download the guide now!

What is data migration?

NetApp defines data migration as: “the process of moving data from one location to another, one format to another, or one application to another. Generally, this is the result of introducing a new system or location for the data.”

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.

Who is AgencyBloc?

AgencyBloc is the #1 recommended insurance industry growth platform for health, benefits, and senior insurance agencies and uplines to maintain compliance and accelerate growth.