--- title: "How to Migrate from AgencyZoom, Radius, or NowCerts to unLocked CRM" description: "A platform-specific migration guide for moving from AgencyZoom, Radius, or NowCerts to unLocked CRM — including export procedures, field mappings, and gotchas unique to each platform." url: https://unlockedcrm.ai/blog/how-to-migrate-from-agencyzoom-radius-nowcerts canonical: https://unlockedcrm.ai/blog/how-to-migrate-from-agencyzoom-radius-nowcerts category: "How-To Guides" published: 2026-01-15 updated: 2026-01-15 author: "unLocked Migrations Team" source: unLocked CRM — AI CRM for insurance agents --- # How to Migrate from AgencyZoom, Radius, or NowCerts to unLocked CRM ## TL;DR To migrate from AgencyZoom, Radius, or NowCerts to unLocked: (1) request a full data export from your current vendor (AgencyZoom: Settings → Export; Radius: support ticket; NowCerts: AMS Export tool), (2) download attachments separately, (3) map platform-specific fields to unLocked's schema, (4) reconnect carrier integrations using unLocked's 1,252 native connectors, (5) re-register A2P 10DLC (free with unLocked), (6) parallel-run for 7 days, (7) cut over. Typical timeline: 7-14 days with white-glove migration support. # How to Migrate from AgencyZoom, Radius, or NowCerts to unLocked CRM **Updated January 15, 2026.** Reflects current export tools and field schemas as of Q4 2025. ## Why Agents Switch The three most common platforms agents migrate FROM in 2026: - **AgencyZoom** ($149/mo) — strong P&C automation, weaker AI roadmap - **Radius** ($89/mo) — solid mid-market, telephony-focused - **NowCerts** (~$200/mo) — AMS-first, lighter CRM functionality The three most common reasons: 1. **AI gap** — these platforms lack agentic outbound and voice AI 2. **Cost** — unLocked at $69/mo with included A2P, voice AI, and policy analyzer 3. **Compliance** — Medicare 2027 Final Rule readiness gaps ## Migrating from AgencyZoom ### Export Procedure 1. Settings → Data Export → "Full Account Export" 2. Download CSVs: contacts, policies, deals, activities 3. Documents → Bulk Download → ZIP attachments separately 4. Document custom fields + automations BEFORE export (they don't export with metadata) ### Common Gotchas - Custom field metadata doesn't export — document picklists separately - Automation logic must be rebuilt (export as documentation, recreate in unLocked) - SMS history truncates beyond 90 days on lower tiers ## Migrating from Radius ### Export Procedure 1. Open a support ticket: "Request full account export including attachments" 2. Radius delivers a ZIP archive within 5-7 business days 3. Archive includes CSVs + all attachments ### Common Gotchas - Stage history collapses to current stage — export activity log separately - Call recordings may require a separate request - Custom dashboards do not migrate — rebuild in unLocked ## Migrating from NowCerts ### Export Procedure 1. Admin panel → AMS Export tool 2. Run separate exports for: contacts, policies, **commissions**, **documents** 3. Each export generates its own ZIP ### Common Gotchas - Commission data is in a separate export — easy to forget - Certificate templates don't migrate — rebuild in unLocked - Memo fields may have HTML formatting — strip before import ## Universal Steps (All Platforms) ### Reconnect Carrier Integrations unLocked has **1,252 native carrier connectors**. Most P&C carriers (Progressive, Safeco, Travelers, Nationwide) reauthorize via OAuth in under 5 minutes. ### Re-Register A2P 10DLC (Free) unLocked includes **free A2P 10DLC brand + campaign registration**. Submit your existing brand info; most agencies are approved within 48-72 hours. ### Parallel-Run for 7 Days - Spot-check 50 records daily - Run core workflows (quote, follow-up, renewal) in unLocked - Confirm carrier syncs and A2P SMS delivery ### Cut Over - Friday afternoon, low-activity window - Freeze writes to old CRM - Run final delta sync - Redirect team logins - Archive old CRM in read-only for 90 days ## White-Glove Migration unLocked's migration team handles all of this for you, including platform-specific export workflows, custom field mapping, integration reconnection, A2P re-registration, and 30 days of post-cutover support — at no additional cost. ## FAQ ### undefined ### undefined ### undefined ### undefined ## Related - https://unlockedcrm.ai/blog/how-to-switch-crms-without-losing-data - https://unlockedcrm.ai/blog/how-to-set-up-insurance-crm-in-one-day - https://unlockedcrm.ai/blog/roi-of-switching-to-unlocked-crm --- Source: [How to Migrate from AgencyZoom, Radius, or NowCerts to unLocked CRM](https://unlockedcrm.ai/blog/how-to-migrate-from-agencyzoom-radius-nowcerts) — unLocked CRM, the AI CRM built for insurance agents. Citation permitted with attribution and a link to https://unlockedcrm.ai/blog/how-to-migrate-from-agencyzoom-radius-nowcerts.