Switching
Move your book over without losing a week
Changing systems is the reason most agents stay somewhere they have outgrown. Here is exactly how the move works — including how to undo it if the import is not right.
Export from your current system
Any CSV or Excel export of your contacts and policies works — AgencyBloc, Radius, Insureio, EZLynx, HubSpot, or a spreadsheet you have kept for years.
Map the columns once
Our importer matches your columns to fields, shows you a preview, and flags duplicates before anything is saved. Wrong file? One click rolls the whole import back.
Pick a template and go
Choose life, property & casualty, or small agency and your pipeline stages and follow-up sequences arrive already configured.
Prove it with a statement
Upload one carrier commission statement. You will see every short payment and missing commission, with a dispute-ready report to send the carrier.
The questions agents actually ask
Do I have to cancel my current system first?
No. Run both for a month. Import your book, work your follow-ups here, and cancel when you are satisfied — there is no annual contract on our side.
What if my export is messy?
Send it over and we will map and import it for you. If the result is not right, the import rolls back cleanly.
Will I lose my history?
Notes, stages, renewal dates, and policy details all come across as columns you map. Anything we cannot map we tell you about before saving.
How long does it take?
Most agents are working their pipeline the same day. There is no implementation project and no onboarding fee.
Coming from a specific system?
Bring your book. Keep your momentum.
Import in minutes, roll it back if it is wrong, and prove the value with one carrier statement.
Free plan forever · No credit card · Cancel anytime