IMPLEMENTATION & MIGRATION
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AgencyBloc CRM
HubSpot
Migrate AgencyBloc to HubSpot with Total Fidelity
Our proprietary transformation layer preserves complex insurance policy structures and carrier relationships during the move to HubSpot. Eliminate the manual export-import grind with SuprSwitch's direct data extraction engine.
100%
Schema Accuracy
100%
Policy Recovery
24 hrs
Avg. Cutover
"Will my policy renewal dates and carrier links stay intact?"
Yes, our native schema mapping treats AgencyBloc Policies as HubSpot Deals or Custom Objects, maintaining all relational integrity.
"What happens to the Individual vs Group distinction in AgencyBloc?"
Our transformation layer intelligently routes Individuals to Contacts and Groups to Companies while maintaining their linked hierarchy.
"Can SuprSwitch handle historical commission statements?"
Absolutely, we extract raw commission data and transform it into searchable custom properties or line items within HubSpot.
Why SuprSwitch
Why Agencies Choose SuprSwitch Over DIY Exports
Standard CSV imports fail when faced with the relational complexity of insurance data models.
Insurance-First Logic
Unlike generic tools, we understand the specific relationship between Producers, Carriers, and Policyholders.
Automated Relationship Mapping
Maintain the link between Group policies and individual members without manual spreadsheet lookups.
No Rate Limiting
Our in-house engine bypasses the common bottlenecks found in standard integration middleware.
Custom Property Matching
Every custom field created in AgencyBloc is automatically mapped to its corresponding HubSpot Property type.
Trusted by 200+ sales-led teams who migrated off
Data Coverage
Full-Spectrum Data Coverage
Every insurance-specific entity in AgencyBloc maps directly to a high-performance HubSpot object.
Individuals
All records
Individuals
Contacts
💡 Maps demographic data, health details, and lead sources directly.
Groups
All records
Groups
Companies
💡 Maintains HQ-subsidiary relationships and corporate policy links.
Policies
All records
Policies
Deals
💡 Maps plan types, premium amounts, and effective dates to pipeline stages.
Carriers
All records
Carriers
Companies (Tier 2)
💡 Identifies Carriers as unique entities to associate with specific policies.
Activities/Notes
All records
Activities/Notes
Engagements
💡 Historical call logs, emails, and notes are migrated chronologically.
Producers
All records
Producers
Owners
💡 Directly assigns records to the correct agent/user in the HubSpot portal.
Under the Hood
The SuprSwitch Advantage
We don't just move data; we transform it using an advanced, proprietary migration framework.
Native Schema Mapping
Proprietary TechWe replicate the AgencyBloc hierarchy within HubSpot's CRM object model without data loss.
Transformation Layer
In-house EngineProcesses data mid-transit to ensure date formats and field types align perfectly with HubSpot requirements.
Direct Data Extraction
High SecurityBypasses standard middleware for a more secure, direct-to-destination transfer of sensitive data.
Data Integrity Validation
Auto-AuditContinuous checksum checks ensure every policy record arrives without corruption or missing fields.
100% Data Fidelity Guarantee
We verify record counts and field values in before sign-off. Any discrepancy is fixed before you go live.
30-Day Post-Migration Support
A dedicated migration engineer is available for 30 days post-launch to fix any data issues that surface after your team starts using.
SOC 2 Compliant Process
Data is encrypted in transit and at rest. We never store your credentials — OAuth tokens are used and revoked per migration.
Migration Architecture
Four Steps to Your New HubSpot Portal
A structured, reliable timeline for migrating your entire insurance book of business.
1
Schema Discovery
Our engine scans your AgencyBloc instance to map custom insurance fields and individual profiles.
Day 1
2
Mapping Configuration
We align Policy statuses with your HubSpot Deal pipeline stages for seamless sales continuity.
Day 2
3
Transformation Run
The proprietary transformation layer moves and cleanses data in real-time using our in-house engine.
Day 3
4
Validation & Handover
Final verification of carrier links and producer assignments within your live HubSpot portal.
Day 4
Encrypted direct extraction paths for HIPAA compliance readiness.
Calculation engine to normalize commission values during transit.
High-throughput processing layer for multi-million record insurance databases.
The Human Element
Beyond Automation: In-House RevOps Experts
Our proprietary engine handles 99% of the heavy lifting, but every CRM has strict platform limitations. When HubSpot restricts automated imports for complex workflows or proprietary activity history, our in-house RevOps professionals step in.
We manually rebuild the business logic that machines can't touch, ensuring your new environment is perfectly tuned and ready for your sales team on day one.
What our experts handle manually:
Complex Workflows & Automations
Automated engines cannot migrate business logic. We manually translate and rebuild your HubSpot automations natively in HubSpot.
Restricted Activity History
Some historical data types are locked by HubSpot. Our team uses creative data-structuring to ensure no context is lost.
Custom Object Architecture
When standard mapping isn't enough, we architect and deploy custom objects in HubSpot to match your exact sales motion.
Choose the Migration Plan That Fits Your Business
Whether you want complete control or expert guidance, we’ve got you covered.
Self-Service
$499
Starting price, up to 50,000 records
Access to all supported CRMs
Free Sample migrations
Real-time Preview
Migration Analytics Report
Guided Migration
$999
Starting price, varies on volume.
Everything in Self-Service +
Selective Data Migration
Expert Migration Guidance
Data Mapping Support
Data Quality Management
Custom Migration
$Talk to us
Custom quotes for complex migrations.
Everything in Guided Migration +
Complex Field Transformations
Industry-Specific Customizations
Legacy System Integration
Complex Data Filtering
FAQs
Common Questions About Migration
Fields
Does SuprSwitch support AgencyBloc's custom fields?
Yes, our transformation layer detects every custom field and creates corresponding HubSpot properties automatically.
History
Can we migrate historical policy data that has expired?
Absolutely. We can map expired policies to a 'Closed-Lost' or 'Archived' pipeline in HubSpot for historical reporting.
Files
How are file attachments handled?
Policy PDFs and individual IDs are extracted and linked to the relevant Contact or Deal records in HubSpot's file manager.
Carriers
How do you handle multi-carrier agencies?
Our engine creates Carrier records as a specific Company type, ensuring every policy Deal is associated with the right insurance provider.
Uptime
Is there downtime during the migration?
No, our direct extraction process allows you to keep AgencyBloc active until the final HubSpot cutover is ready.