Source
AgencyBloc

AgencyBloc

Destination
Allegiance Group

Allegiance Group

CRM MigrationStarting at $500

Migrate from AgencyBloc to Allegiance Group

Effortlessly & Accurately

Transfer contacts, companies, activities, and more from AgencyBloc to Allegiance Group. 10 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.

1,000+ Migrations Completed

Migrations start at $500 USD

Get a custom quote for your AgencyBloc to Allegiance Group migration based on your specific requirements.

95%+ of our migrations cost less than $3,000

What's included in every migration

  • Full data audit and mapping
  • Test migration with sample data
  • Zero downtime during migration
  • Data integrity verification
  • Post-migration support
Enterprise-grade security
Average 48hr turnaround
Dedicated support

What affects your quote

Number of Records

Total contacts, companies, deals, and activities to migrate

Custom Fields & Objects

Complex data structures and custom configurations

Data Complexity

Relationships, attachments, and historical data depth

Timeline Requirements

Standard or expedited migration scheduling

15-minute call • No commitment • Get instant estimate

Prefer email? talk@ambrstack.com

100% Data Accuracy Guarantee

If any data is incorrectly migrated, we'll fix it for free, no questions asked. Your data integrity is our top priority.

Platform Comparison

AgencyBloc vs Allegiance Group

A quick look at both platforms to help you understand your migration path

Migrating from
AgencyBloc

AgencyBloc

Agency management system for insurance

AgencyBloc is an agency management system and CRM specifically designed for health and life insurance agencies. It provides contact management, policy tracking, commissions processing, lead automation, and compliance tools to help agencies streamline operations and grow efficiently.

Founded 2008
Cedar Falls, Iowa, USA
Best for
Small BusinessMid-Market
Industries
Health InsuranceLife InsuranceGroup Benefits+1 more
Top Strength

#1 agency-recommended insurance growth platform

Migrating to
Allegiance Group

Allegiance Group

Nonprofit marketing and fundraising solutions

Allegiance Group (with Pursuant) is a marketing and fundraising agency for nonprofits and associations providing integrated digital and direct mail campaigns, custom fundraising software including their CRM (Allyra), award-winning websites, mobile apps, and loyalty programs.

United States
Best for
Small BusinessMid-Market
Industries
nonprofitfundraisingmembership management+2 more
Top Strength

Custom CRM platform (Allyra)

Your New CRM

Why Allegiance Group is a great choice

Allegiance Group

Allegiance Group

"Nonprofit marketing and fundraising solutions"

Allegiance Group (with Pursuant) is a marketing and fundraising agency for nonprofits and associations providing integrated digital and direct mail campaigns, custom fundraising software including their CRM (Allyra), award-winning websites, mobile apps, and loyalty programs.

Ideal for: Nonprofit organizations and associations seeking comprehensive fundraising and supporter engagement solutions with integrated marketing.

Custom CRM platform (Allyra)

Integrated digital and direct mail campaigns

Industries
nonprofitfundraisingmembership management+2
Best For
Small BusinessMid-Market

Donation processing and pledge tracking

Email marketing integrations (MailChimp, Constant Contact)

Learn more at

teamallegiance.com

Data Compatibility

What gets migrated

See exactly which data objects transfer from AgencyBloc to Allegiance Group

AgencyBloc
Allegiance Group
Both platforms support this
Requires field mapping
Not in target CRM

Core Objects

Contacts
Supported
Companies
Supported
Deals
Mapping Required
Leads
Supported
Activities
Supported

Communication

Emails
Supported
Notes
Supported
Tasks
Supported

Advanced Features

Custom Fields
Supported
Custom Objects
Supported
Products
Not Available
Quotes
Mapping Required
Documents
Not Available
Campaigns
Supported

Specialized

Tickets
Mapping Required
Invoices
Not Available
Subscriptions
Mapping Required

Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.

FAQ

AgencyBloc to Allegiance Group Migration FAQ

Common questions about migrating from AgencyBloc to Allegiance Group.

Related Migration Paths

Explore other popular CRM migrations similar to AgencyBloc to Allegiance Group

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Prefer email? talk@ambrstack.com