Webinar: The CRM Data Migration Process

If you've considered the idea of moving to a new agency management system, or you've never used one but would like to, join Jason Ferguson from New Horizons and Adam Lewis from AgencyBloc as they discuss the process of getting your data into the system, including agents, policyholders, policies, commissions, and more.

Jason will share his experience helping an agency move from an outdated management system to AgencyBloc, and some of the issues and solutions he faced.

Adam will discuss best practices for preparing and moving your agency's information.

 

 

 


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