[PDF Download] 11 Questions Insurance Agents Must Ask About Data Migration

Streamline your data migration process to new life and health insurance management software by asking these 11 data migration-focused questions during your sales demo.

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What does the data migration process look like?

If you're in the market for a new agency management system (AMS), then you already have a lot on your mind. But one thing that shouldn't fall to the wayside: Data migration.

It's not only about getting your information into your new software, but also about getting it out. Asking the right data migration-focused questions can help you understand what your vendor can do, what it will cost, and what your exit plan will look like—should you need one.

Will you need a custom migration? How do you get your data into the new system? Who owns the data?

Find these questions and more in this downloadable PDF and checklist. Here are the top 11 data migration questions you must ask, the answers you can expect, and a checklist at the end to use during vendor vetting. 

Download the PDF checklist 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 should I ask these questions?

It's best to ask these questions during the vendor vetting stage. You can ask them during the sales demo or send a separate email to compile all your answers in one place and have the information to reference later.

Which systems can I migrate from to AgencyBloc?

We've had migrations from generic CRMs, other AMS software, homegrown solutions, paper files, and spreadsheets—just to name a few. Our team works with you to find the best solution for migrating your data.