Overview
Importing your book of business (BOB) is paramount to quickly getting your agency up and running. With your data in AMS+, you can set up and process commissions, create automated workflows and email campaigns, build reports, and more. To import your BOB, please compile your data in Excel files.
To learn how to import your data, sign up for a Data Import Q&A Workshop on the AgencyBloc Academy events page.
IN THIS ARTICLE
Compiling your data
Preparing your data
Getting started with field mapping
Import templates
Importing your data
Cleaning up duplicates
Common questions
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
During the import process, you will need create a mapping to the corresponding fields in AMS+. Our import process supports over 200 standard AMS+ fields. If a standard field is unavailable, you can add custom fields to the appropriate sections 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 AMS+. Please use these templates to prepare your data for import. You will 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) - Do not use! For reference only
Importing your data
Once you’ve compiled and prepared your data into a template, sign up for a Data Import Q&A Workshop on the AgencyBloc Academy Events page. Whether it’s your first time importing data into AMS+ or you need a refresher, this 60-minute group training session covers everything you need to know to get started and includes live Q&A.
If you would prefer to learn at your own pace, visit our step-by-step data import training course. You can take breaks at any time and pick up where you left off.
Cleaning up duplicates
After importing data, if you or AMS+ 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 are fees associated with professional data cleanup and custom imports.
How do you format the template if my client has more than one policy?
See templates for outlines on formatting.
Can I import my data directly into AMS+?
Yes. To learn how to import your data, sign up for a Data Import Q&A Workshop on the AgencyBloc Academy events page.