Source
AgencyBloc

AgencyBloc

Destination
Better Agency

Better Agency

CRM MigrationStarting at $500

Migrate from AgencyBloc to Better Agency

Effortlessly & Accurately

Transfer contacts, companies, activities, and more from AgencyBloc to Better Agency. 11 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 Better Agency 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 Better Agency

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
Better Agency

Better Agency

CRM for independent insurance agents

Better Agency is an insurance-focused CRM platform designed for independent insurance agents, brokerages, and agencies, featuring contact management, email marketing, lead tracking, automated renewal campaigns, cross-selling capabilities, and pipeline management.

Founded 2019
Gilbert, Arizona, United States
Best for
Small BusinessMid-Market
Industries
InsuranceFinancial ServicesInsurance Brokerage
Top Strength

Insurance-specific automation campaigns

Your New CRM

Why Better Agency is a great choice

Better Agency

Better Agency

"CRM for independent insurance agents"

Better Agency is an insurance-focused CRM platform designed for independent insurance agents, brokerages, and agencies, featuring contact management, email marketing, lead tracking, automated renewal campaigns, cross-selling capabilities, and pipeline management.

Ideal for: Independent insurance agents and brokerages seeking all-in-one CRM with automation and renewal management.

Insurance-specific automation campaigns

Renewal and cross-sell management

Industries
InsuranceFinancial ServicesInsurance Brokerage
Best For
Small BusinessMid-Market

Built-in proposal functionality

Multi-channel communication tools

Learn more at

betteragency.io

Data Compatibility

What gets migrated

See exactly which data objects transfer from AgencyBloc to Better Agency

AgencyBloc
Better Agency
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
Not Available
Products
Not Available
Quotes
Mapping Required
Documents
Supported
Campaigns
Supported

Specialized

Tickets
Mapping Required
Invoices
Supported
Subscriptions
Mapping Required

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

FAQ

AgencyBloc to Better Agency Migration FAQ

Common questions about migrating from AgencyBloc to Better Agency.

Related Migration Paths

Explore other popular CRM migrations similar to AgencyBloc to Better Agency

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Prefer email? talk@ambrstack.com