Data Import Overview

Overview

Importing your book of business (BOB) is paramount to quickly getting your agency up and running. With your data in AgencyBloc, you can set up and process commissions, create automated workflows and email campaigns, build reports, and more. To import your BOB, please send us your data in Excel files and we’ll take care of the rest.

IN THIS ARTICLE

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Compiling your data

Your BOB can come from the following locations:

• Export from current software. Export your data from your current software as Excel files. You may need to work with your software vendors to obtain this data.
• Internal Excel spreadsheets. Combine your Excel files, when possible.
• Carrier commission statements. Obtain statements as far back as you wish from each of the carriers. Then, combine them in Excel.

Preparing your data

After you send us your data, we’ll work with you to create a mapping to the corresponding fields in AgencyBloc. Our import process supports over 200 standard AgencyBloc fields. If a standard field is unavailable, we can create custom fields in the appropriate section of your account.

Preparing a File for Import (4:54)

Import templates

We have seven import templates with preset fields for mapping your data to AgencyBloc. Please use these templates to help you prepare your data before sending it to us. Please note that you need to be logged in to download these templates.

• Individuals with Policies (.csv)
• Groups with Policies (.csv)
• Groups with Individuals (.csv)
• Group Leads (.csv)
• Individual Leads (.csv)
• Agents (.csv)
• Full Import File (.csv)

Sending your data

When you're ready to import your data, please reach out to our Client Success Team at help@agencybloc.com. We will provide you access to a secure dropbox where you can upload your data. Our team will review your Excel file(s) and provide a timeline for the import process.

Cleaning up duplicates

After importing data, if you or AgencyBloc find duplicate agent, group, or individual records, you can merge them into a single record. Please note, you will need certain permissions to merge. Learn more about merging duplicate agents, groups, and individuals.

Common questions

Are there any fees associated with importing data into my account?
Yes, there is generally a fee for importing data, but please ask our Client Success Team for more information.

Can I import my data directly into AgencyBloc?
Reach out to our Client Success Team for additional information and assistance importing your data.
Phone: (866) 338-7075 | Email: help@agencybloc.com