AgencyBloc
Sumac
Transfer contacts, companies, activities, and more from AgencyBloc to Sumac. 10 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your AgencyBloc to Sumac 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
The #1 Nonprofit Case Management Software
Sumac is a comprehensive case management and CRM software designed specifically for nonprofits. It offers client tracking, service delivery, workflow automation, and outcome reporting with modular extensions for donations, volunteers, memberships, and grants.
HIPAA and PIPEDA compliant with encrypted storage
"The #1 Nonprofit Case Management Software"
Sumac is a comprehensive case management and CRM software designed specifically for nonprofits. It offers client tracking, service delivery, workflow automation, and outcome reporting with modular extensions for donations, volunteers, memberships, and grants.
Ideal for: Small to medium-sized nonprofits seeking an affordable, all-in-one CRM with comprehensive case management and modular extensions for specific needs.
HIPAA and PIPEDA compliant with encrypted storage
30+ years of nonprofit-specific expertise
Modular extensions for donations, volunteers, and grants
Custom web-based intake forms with e-signatures
Learn more at
sumac.com
See exactly which data objects transfer from AgencyBloc to Sumac
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from AgencyBloc to Sumac.
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Prefer email? talk@ambrstack.com
