We can import your data into AgencySmart if you have it in any electronic format, whether it’s a database, Excel spreadsheet, or Act database. If you can provide your data in a single spreadsheet and your data is clean and consistent, we perform the conversion free of charge. This document outlines our guidelines for the format of the spreadsheet and how the data should be laid out.
The list of fields (columns in the spreadsheet) that can be imported into AgencySmart is included near the end of the document. The order of the columns is not important, so feel free to include information about your clients in any order. You can also use your own column headings, but please be descriptive enough, so our technicians know how to handle data in each column.
If you want to avoid conversion charges, please make sure that these requirements are fulfilled:
If your data does not conform to these guidelines, an additional “data cleanup” charge may be incurred. The amount of this charge depends on how much cleanup is required.
If you can’t provide your data in a single spreadsheet, we will evaluate the complexity of your current database and will provide you with a price quote prior to starting the conversion process.
Please refer to the illustrations on the next page to see how your data needs to be laid out to be imported free of charge.
Whether you are a small retail shop or a national TPA or General Agent, AgencySmart is the software product that is designed to help insurance agents be more productive, more effective and more profitable.