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 of your current system. 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 checklist.