AgencyBloc
Isoratec
Transfer contacts, companies, activities, and more from AgencyBloc to Isoratec. 9 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your AgencyBloc to Isoratec migration based on your specific requirements.
Total contacts, companies, deals, and activities to migrate
Complex data structures and custom configurations
Relationships, attachments, and historical data depth
Standard or expedited migration scheduling
15-minute call • No commitment • Get instant estimate
Prefer email? talk@ambrstack.com
If any data is incorrectly migrated, we'll fix it for free, no questions asked. Your data integrity is our top priority.
A quick look at both platforms to help you understand your migration path
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.
#1 agency-recommended insurance growth platform
HIPAA-compliant CRM for home health care referrals
Isoratec is a HIPAA-compliant CRM solution designed for home care, hospice, home infusion, and DME providers to increase referrals and manage sales teams. It provides real-time dashboards, Medicare referral data access, GPS tracking, and EHR integration to help healthcare organizations target physicians and grow their referral networks.
HIPAA-compliant for healthcare data security
"HIPAA-compliant CRM for home health care referrals"
Isoratec is a HIPAA-compliant CRM solution designed for home care, hospice, home infusion, and DME providers to increase referrals and manage sales teams. It provides real-time dashboards, Medicare referral data access, GPS tracking, and EHR integration to help healthcare organizations target physicians and grow their referral networks.
Ideal for: Home health care, hospice, and home infusion agencies seeking a HIPAA-compliant CRM with Medicare referral data and physician targeting capabilities.
HIPAA-compliant for healthcare data security
Access to CMS Medicare referral utilization data
Mobile app works offline in rural areas
GPS-based referral source tracking
Learn more at
isoratec.com
See exactly which data objects transfer from AgencyBloc to Isoratec
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from AgencyBloc to Isoratec.
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Need to go the other way? We support bidirectional migrations.
Isoratec → AgencyBlocJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
