Source
Ontraport

Ontraport

Destination
AgencyBloc

AgencyBloc

CRM MigrationStarting at $500

Migrate from Ontraport to AgencyBloc

Effortlessly & Accurately

Transfer contacts, companies, activities, and more from Ontraport to AgencyBloc. 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 Ontraport to AgencyBloc 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

Ontraport vs AgencyBloc

A quick look at both platforms to help you understand your migration path

Migrating from
Ontraport

Ontraport

Turn your business on

Ontraport is an all-in-one business automation platform for entrepreneurs and small businesses, combining CRM, marketing automation, e-commerce, landing pages, and membership site capabilities in a single application.

Founded 2006
Santa Barbara, California
Best for
Small Business
Industries
CoachingConsultingMarketing Agencies+2 more
Top Strength

Comprehensive campaign builder with visual automation

Migrating to
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

Your New CRM

Why AgencyBloc is a great choice

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.

Ideal for: Independent insurance agencies seeking integrated AMS and CRM with commissions processing

#1 agency-recommended insurance growth platform

Specialized commissions processing with audit capabilities

Industries
Health InsuranceLife InsuranceGroup Benefits+1
Best For
Small BusinessMid-Market

Integrated marketing automation for lead nurturing

Policy-to-contact relationship management

Learn more at

agencybloc.com

Data Compatibility

What gets migrated

See exactly which data objects transfer from Ontraport to AgencyBloc

Ontraport
AgencyBloc
Both platforms support this
Requires field mapping
Not in target CRM

Core Objects

Contacts
Supported
Companies
Supported
Deals
Not Available
Leads
Supported
Activities
Supported

Communication

Emails
Supported
Notes
Supported
Tasks
Supported

Advanced Features

Custom Fields
Supported
Custom Objects
Mapping Required
Products
Supported
Quotes
Mapping Required
Documents
Mapping Required
Campaigns
Supported

Specialized

Tickets
Mapping Required
Invoices
Supported
Subscriptions
Not Available

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

FAQ

Ontraport to AgencyBloc Migration FAQ

Common questions about migrating from Ontraport to AgencyBloc.

Related Migration Paths

Explore other popular CRM migrations similar to Ontraport to AgencyBloc

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Prefer email? talk@ambrstack.com