AgencyBloc
Relatient
Transfer contacts, activities, and more from AgencyBloc to Relatient. 10 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your AgencyBloc to Relatient 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
Better Health Starts with Better Access to Care
Relatient offers Dash, a patient scheduling and engagement platform for healthcare organizations, combining self-scheduling, patient messaging, digital registration, and payment solutions to improve patient access.
Best in KLAS 2024 for patient scheduling and engagement
"Better Health Starts with Better Access to Care"
Relatient offers Dash, a patient scheduling and engagement platform for healthcare organizations, combining self-scheduling, patient messaging, digital registration, and payment solutions to improve patient access.
Ideal for: Healthcare organizations seeking to modernize patient access with AI-powered scheduling automation, reduced no-shows, and improved patient communication.
Best in KLAS 2024 for patient scheduling and engagement
AI-powered scheduling automation and call center optimization
Connects with 50+ million unique patients annually
Self-scheduling, chat, and digital registration tools
Learn more at
relatient.com
See exactly which data objects transfer from AgencyBloc to Relatient
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from AgencyBloc to Relatient.
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Need to go the other way? We support bidirectional migrations.
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Prefer email? talk@ambrstack.com
