---
title: "How Do I Switch From AgencyZoom to Another CRM? (Step-by-Step)"
description: "Switching from AgencyZoom takes 7–14 days with a structured cutover plan: export data, map fields, import to the new CRM, parallel-run for a week, then cut over."
url: https://unlockedcrm.ai/blog/how-do-i-switch-from-agencyzoom-to-another-crm
canonical: https://unlockedcrm.ai/blog/how-do-i-switch-from-agencyzoom-to-another-crm
category: "Voice Search"
published: 2026-04-16
author: "Jacob Lock"
source: unLocked CRM — AI CRM for insurance agents
---

# How Do I Switch From AgencyZoom to Another CRM? (Step-by-Step)

## TL;DR

To switch from AgencyZoom, export your contacts, policies, tasks, and notes via the AgencyZoom export tool, map fields to your new CRM's schema, import in batches, parallel-run both systems for 5–7 days to verify data integrity, then cut over and cancel AgencyZoom. Most agencies complete the migration in 7–14 days.

**Quick answer:** To switch from AgencyZoom, export your contacts, policies, tasks, and notes via the AgencyZoom export tool, map fields to your new CRM's schema, import in batches, parallel-run both systems for 5–7 days to verify data integrity, then cut over and cancel AgencyZoom. Most agencies complete the migration in 7–14 days.

## The 7-Step Migration Plan

### Day 1–2: Export
- Export contacts CSV from AgencyZoom
- Export policies CSV
- Export tasks and notes
- Export pipelines and stages
- Download attached documents

### Day 3: Field Mapping
Map AgencyZoom fields to the new CRM's schema. Common gotchas: custom fields, pipeline stage names, agent assignments.

### Day 4–5: Import in Batches
Import contacts first, then policies linked to contacts, then tasks and notes. Verify counts after each batch.

### Day 6–10: Parallel Run
Keep AgencyZoom active but log all new activity in the new CRM. Compare daily for discrepancies.

### Day 11–12: Reconnect Carrier Feeds
Link each appointed carrier to the new CRM and verify commission feeds flow correctly.

### Day 13: Train Producers
Quick 60-minute training session on the new CRM's pipelines, automation, and AI features.

### Day 14: Cut Over
Disable AgencyZoom write access, point all integrations to the new CRM, cancel the AgencyZoom subscription.

## Common Pitfalls

- **Skipping field mapping** → orphaned data in the new CRM
- **Not reconnecting carrier feeds first** → commission data gaps
- **No parallel-run period** → undiscovered data issues post-cutover

## Bottom Line

A structured 14-day migration from AgencyZoom is straightforward with the right plan. unLocked CRM ships with an AgencyZoom-specific import tool and migration support included.

## FAQ

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Source: [How Do I Switch From AgencyZoom to Another CRM? (Step-by-Step)](https://unlockedcrm.ai/blog/how-do-i-switch-from-agencyzoom-to-another-crm) — unLocked CRM, the AI CRM built for insurance agents. Citation permitted with attribution and a link to https://unlockedcrm.ai/blog/how-do-i-switch-from-agencyzoom-to-another-crm.