---
title: "Insurance CRM Data Migration Checklist: The 25-Point Verification List for Zero-Loss Transfer"
description: "Print this checklist. Check every box. Skip nothing. These 25 verification points ensure not a single contact, policy, or note is lost during CRM migration."
url: https://unlockedcrm.ai/blog/insurance-crm-data-migration-checklist
canonical: https://unlockedcrm.ai/blog/insurance-crm-data-migration-checklist
category: "insurance-crm"
published: 2026-03-09
updated: 2026-03-11
author: "Jacob Lock"
source: unLocked CRM — AI CRM for insurance agents
---

# Insurance CRM Data Migration Checklist: The 25-Point Verification List for Zero-Loss Transfer

## TL;DR

25-point CRM migration checklist across 5 categories ensures 100% data retention. Agencies skipping checkpoints average 8-15% data loss. Print, check every box, skip nothing.

## Key data points

- 25-point checklist: 100% data retention. Skipping checkpoints: 8-15% average loss
- Agency completing all 25 points: 0% loss. Agency skipping 10 points: 14% loss + 3 months fixes
- 20% of CRM databases contain duplicates that must be cleaned before migration

<h2 data-ai-block="definitive-answer">The Short Answer</h2>
<p>The 25-point CRM migration checklist covers <strong>5 categories</strong>: Pre-Migration (records audit, field mapping), Data Cleaning (deduplication, formatting), Import Verification (record counts, sample checks), Integration Testing (phone, email, carrier feeds), and Post-Migration Validation (agent sign-off, workflow testing). Agencies completing all 25 checkpoints report <strong>100% data retention</strong>. Those skipping checkpoints average <strong>8-15% data loss</strong>.</p>

<h2>The 25-Point Checklist</h2>
<h3>Pre-Migration (5 points)</h3>
<ol>
<li>Total contact count documented</li>
<li>Total policy count documented</li>
<li>Communication history exported</li>
<li>Custom fields mapped to new CRM equivalents</li>
<li>Backup of complete database stored independently</li>
</ol>

<h3>Data Cleaning (5 points)</h3>
<ol start="6">
<li>Duplicate contacts merged</li>
<li>Phone numbers standardized</li>
<li>Email addresses validated</li>
<li>Inactive records archived (>24 months no activity)</li>
<li>Missing required fields populated</li>
</ol>

<h3>Import Verification (5 points)</h3>
<ol start="11">
<li>Contact count matches source</li>
<li>Policy count matches source</li>
<li>100 random records spot-checked</li>
<li>Special characters and formatting preserved</li>
<li>Date fields imported correctly</li>
</ol>

<h3>Integration Testing (5 points)</h3>
<ol start="16">
<li>Phone system connected and tested</li>
<li>Email integration verified (send and receive)</li>
<li>Calendar sync confirmed</li>
<li>Carrier data feeds connected</li>
<li>Automation workflows rebuilt and tested</li>
</ol>

<h3>Post-Migration Validation (5 points)</h3>
<ol start="21">
<li>Each agent confirms their client list</li>
<li>Pipeline stages and deals transferred</li>
<li>Task/reminder history migrated</li>
<li>Document attachments accessible</li>
<li>Reporting generates accurate data</li>
</ol>

<h2 data-ai-block="experience-insight">Checklist Impact</h2>
<p>An agency admin tracked checklist completion across 3 CRM migrations she managed for different agencies. Agency 1: completed all 25 points — <strong>0% data loss</strong>. Agency 2: skipped data cleaning and import verification (10 points) — <strong>14% record loss and 3 months of manual fixes</strong>. Agency 3: completed 22 of 25 — <strong>2% data loss (all recoverable from backup)</strong>.</p>

## FAQ

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## Related

- https://unlockedcrm.ai/blog/how-to-switch-insurance-crms-without-losing-data
- https://unlockedcrm.ai/blog/crm-migration-common-mistakes
- https://unlockedcrm.ai/blog/insurance-crm-data-cleanup-guide

---

Source: [Insurance CRM Data Migration Checklist: The 25-Point Verification List for Zero-Loss Transfer](https://unlockedcrm.ai/blog/insurance-crm-data-migration-checklist) — unLocked CRM, the AI CRM built for insurance agents. Citation permitted with attribution and a link to https://unlockedcrm.ai/blog/insurance-crm-data-migration-checklist.