Source
AgencyBloc

AgencyBloc

Destination
Dotdigital

Dotdigital

CRM MigrationStarting at $500

Migrate from AgencyBloc to Dotdigital

Effortlessly & Accurately

Transfer contacts, companies, activities, and more from AgencyBloc to Dotdigital. 7 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 Dotdigital 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 Dotdigital

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
Dotdigital

Dotdigital

Make every journey count

Dotdigital is a cross-channel marketing automation platform that helps digital marketers and developers deliver personalized communications across customer journeys. Founded in 1999 and now publicly listed on the London Stock Exchange, it unifies customer data and provides AI-driven personalization across email, SMS, push notifications, and social channels.

Founded 1999
London, United Kingdom
Best for
Mid-MarketEnterprise
Industries
marketing automationemail marketingcustomer engagement+2 more
Top Strength

Advanced AI and personalization capabilities

Your New CRM

Why Dotdigital is a great choice

Dotdigital

Dotdigital

"Make every journey count"

Dotdigital is a cross-channel marketing automation platform that helps digital marketers and developers deliver personalized communications across customer journeys. Founded in 1999 and now publicly listed on the London Stock Exchange, it unifies customer data and provides AI-driven personalization across email, SMS, push notifications, and social channels.

Ideal for: Enterprises and mid-market companies seeking advanced cross-channel marketing automation with AI personalization.

Advanced AI and personalization capabilities

Cross-channel campaign orchestration

Industries
marketing automationemail marketingcustomer engagement+2
Best For
Mid-MarketEnterprise

Native Salesforce and Dynamics integrations

Contact scoring and behavioral tracking

Learn more at

dotdigital.com

Data Compatibility

What gets migrated

See exactly which data objects transfer from AgencyBloc to Dotdigital

AgencyBloc
Dotdigital
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
Not Available
Tasks
Not Available

Advanced Features

Custom Fields
Supported
Custom Objects
Not Available
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 Dotdigital Migration FAQ

Common questions about migrating from AgencyBloc to Dotdigital.

Related Migration Paths

Explore other popular CRM migrations similar to AgencyBloc to Dotdigital

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Prefer email? talk@ambrstack.com