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