Broker Book of Business Migration & Data Entry Services

Migrating a broker’s book of business is a critical and detail-intensive process. Whether due to agency acquisition, system upgrades, carrier changes, or portfolio restructuring, even small data errors can lead to compliance risks, service disruptions, and revenue loss.

ConsultMeIn provides accurate, secure, and scalable Broker Book of Business Migration & Data Entry services to ensure a smooth transition of policies, clients, and historical data into your Agency Management System (AMS) — without disrupting ongoing operations.

  • 24/5 Operational Support

  • Dedicated Insurance Specialists
  • Custom Workflows & SLAs
Start with 50% Off for First 3 Weeks
Schedule Consultation

Who Can Benefit?

Perfect for agencies undergoing migration and transitions

Independent Insurance Agencies

Upgrading systems or consolidating operations efficiently

MGAs & Brokerages

Managing complex multi-carrier book migrations at scale

Agencies Undergoing M&A

Mergers and acquisitions requiring seamless data consolidation

Brokers Migrating AMS Platforms

Transitioning to new AMS systems like Applied Epic, AMS360, or Vertafore

What Is Broker Book of Business Migration?

Broker Book of Business Migration involves transferring policy, client, carrier, commission, and historical records from legacy systems, spreadsheets, or third-party platforms into a new AMS or database. This process requires precision, validation, and industry expertise to ensure data integrity and continuity.

Our insurance-trained specialists handle every step with structured quality checks and audit-ready documentation.

How We Work

Simple, transparent engagement model

1

Discovery & Data Assessment

We analyze your source data, systems, and migration scope requirements.

2

Custom Migration Plan

Field mapping, validation rules, and timelines aligned to your AMS.

3

Pilot Migration / Validation

Sample data migration to validate accuracy and workflows.

4

Full Migration & Post-Go-Live Support

Complete data transfer with reporting and ongoing support.

Our Services

Complete broker book of business migration support

Policy & Client Data Migration

  • Policy details, coverages, limits, and endorsements
  • Client and insured information
  • Carrier and underwriting data

Commission & Financial Data Entry

  • Commission structures and rates
  • Premium and billing details
  • Historical transaction records

Legacy Data Cleanup & Validation

  • Duplicate record removal
  • Data standardization and normalization
  • Accuracy verification before upload

AMS & System Integration

  • Migration into Applied Epic, AMS360, Vertafore, or custom systems
  • Field mapping and format alignment
  • Secure uploads with audit trails
Ready to Migrate Your Book of Business Seamlessly?

Let ConsultMeIn handle the complexity of broker book migration
and data entry while you focus on client relationships and growth.