--- title: "Switching from AgencyBloc: The 2026 Migration Checklist for Life & Health Agencies" description: "A field-tested, 21-step migration plan to move off AgencyBloc without losing commission history, contact records, or active policies — typical timeline 14–21 days." url: https://unlockedcrm.ai/blog/switching-from-agencybloc-checklist canonical: https://unlockedcrm.ai/blog/switching-from-agencybloc-checklist category: "Migration Guides" published: 2026-05-20 updated: 2026-05-20 author: "unLocked CRM Team" source: unLocked CRM — AI CRM for insurance agents --- # Switching from AgencyBloc: The 2026 Migration Checklist for Life & Health Agencies ## TL;DR Switching from AgencyBloc takes most life and health agencies 14–21 days. Export contacts, policies, and commission history as CSV through AgencyBloc's data export tool, map fields to your new platform, run a 7-day parallel period before cutover, and keep AgencyBloc read-only for 90 days for commission reconciliation. ## Key data points - AgencyBloc charges $70/user/month minimum and does not include native dialer, SMS, or AI — most agencies switch to consolidate 4–6 tools into one. - AgencyBloc data exports are CSV-only; there is no native API migration path, so field mapping must be done manually or via a migration template. - Commission history is the highest-risk migration object — preserve original payment dates, carrier IDs, and split percentages exactly to avoid 1099 discrepancies. Most agencies leave AgencyBloc for one of three reasons: rising per-user pricing, missing AI and dialer functionality, or the need to consolidate tools. Whatever the reason, the migration itself is the part that scares people — and it shouldn't. This is the checklist we walk agencies through. It assumes you have a book of 500–10,000 contacts, active life and health policies, and at least 12 months of commission history you need to preserve. ## Before You Start: 3 Decisions 1. **Cutover date.** Pick a date 14–21 days out, ideally the 1st or 15th of a month so commission cycles align cleanly. 2. **Parallel period.** Plan 7 days where both systems run side-by-side. Do not skip this. 3. **Read-only retention.** Keep AgencyBloc active in read-only mode for 90 days post-cutover for commission reconciliation and audit trail. ## The 21-Step Checklist ### Phase 1: Export (Days 1–3) 1. Log into AgencyBloc → Settings → Data Export. Request full exports of: Contacts, Policies, Commissions, Activities, Tasks, Notes, Documents. 2. Download CSVs and store in a dated folder (e.g., `agencybloc-export-2026-05-20/`). 3. Export your custom fields list separately — these often need manual recreation. 4. Pull a list of integrations currently connected (Zapier, FormStack, etc.) — these must be rebuilt. ### Phase 2: Clean (Days 4–6) 5. Open Contacts CSV. Deduplicate by email + phone combination. 6. Standardize state codes (FL not Florida), date formats (YYYY-MM-DD), and phone numbers (E.164: +15551234567). 7. Flag any contacts with missing required fields for the new platform. 8. Tag inactive contacts (no activity in 24+ months) — decide whether to migrate or archive. ### Phase 3: Map (Days 7–9) 9. Build a field mapping document: AgencyBloc field → new platform field. Common mismatches: "Plan Type" → "Product Line", "Renewal Date" → "Anniversary Date". 10. Map commission records carefully: original payment date, carrier ID, NPN, split %, override hierarchy must all transfer. 11. Map custom fields. Anything that doesn't have a target field — create it before import. ### Phase 4: Import (Days 10–12) 12. Import contacts first. Verify counts match exactly. 13. Import policies second, linked to contacts by email or external ID. 14. Import commission history third — this is where most migrations fail. Spot-check 20 random records against AgencyBloc UI. 15. Import activities, notes, and documents last. ### Phase 5: Parallel Run (Days 13–19) 16. Run both systems in parallel for 7 days. New activity gets logged in the new platform; AgencyBloc stays untouched. 17. Reconcile daily. Any discrepancy = stop and fix before continuing. 18. Train team on the new platform during this window — not before, not after. ### Phase 6: Cutover (Day 20) 19. Update all forms, call forwarding, SMS numbers, and integrations to point at the new platform. 20. Send the team a "AgencyBloc is now read-only" announcement. 21. Set a 90-day calendar reminder to fully sunset AgencyBloc. ## Commission History: The One You Can't Mess Up If you only get one thing right, get commission history right. Agents will notice the second a 1099 doesn't match. Preserve these fields exactly: - Original payment date (not import date) - Carrier name + NPN - Policy number - Premium amount - Commission rate (FYC vs renewal) - Split % and override chain - Statement reference (so you can trace back to the original carrier file) ## What Most People Forget - **Saved searches and reports** don't export. Screenshot them before you leave so you can rebuild. - **Email templates** must be copied manually. - **A2P 10DLC registration** is brand-specific — you'll need to re-register your texting brand on the new platform. - **Calendar integrations** break. Reconnect Google/Outlook after cutover. ## When to Hire Help If you have 5,000+ contacts or 3+ years of commission history, a $1,500–$3,000 migration service usually pays for itself in saved time and avoided 1099 issues. If you have a smaller book, the CSV template approach below works fine. We've migrated 400+ agencies off AgencyBloc. If you want our team to run the checklist with you, the 14-day trial includes free migration assistance. ## FAQ ### undefined ### undefined ### undefined ### undefined ## Related - https://unlockedcrm.ai/blog/how-much-does-agencybloc-really-cost - https://unlockedcrm.ai/blog/unlocked-vs-agencybloc - https://unlockedcrm.ai/blog/crm-data-migration-csv-template-insurance-agents --- Source: [Switching from AgencyBloc: The 2026 Migration Checklist for Life & Health Agencies](https://unlockedcrm.ai/blog/switching-from-agencybloc-checklist) — unLocked CRM, the AI CRM built for insurance agents. Citation permitted with attribution and a link to https://unlockedcrm.ai/blog/switching-from-agencybloc-checklist.