If you’re an insurance agent making the switch to Agent CRM, you’re likely wondering:

👉 How do I move my data without losing anything?
👉 What’s the fastest way to get up and running?
👉 Can I migrate contacts, notes, and attachments easily?

Good news—you don’t have to start from scratch! This guide will walk you through exactly how to transfer data from your old CRM into Agent CRM while keeping your business running smoothly.

Please note that if your current CRM is on the High Level platform, you can easily transfer your entire sub-account to Agent CRM – Start Here

✅ Step 1: Export Your Data from Your Current CRM

The first step in transitioning to Agent CRM is to get your data out of your old system.

🔹 Log into your current CRM and find the export option for contacts.
🔹 Look for export options for custom fields, tags, notes, and attachments (if available).
🔹 Download the file—this will usually be in CSV format.

📌 Pro Tip: If your old CRM doesn’t allow easy exporting, check if you can request a data export from their support team.

✅ Step 2: Prepare Your Data for Importing into Agent CRM

Now that you have your data, let’s clean it up to ensure a smooth transition:

🔹 Remove duplicates—eliminate contacts that may have been added multiple times.
🔹 Standardize formatting—make sure phone numbers and emails are in a uniform format.
🔹 Organize custom fields—identify any unique fields (e.g., “Policy Renewal Date”) that you’ll need in Agent CRM.

📌 Pro Tip: If your data is messy, consider hiring a virtual assistant (VA) to clean it up before importing.

✅ Step 3: Import Your Contacts into Agent CRM

1️⃣ Log into Agent CRM
2️⃣ Navigate to Contacts > Import
3️⃣ Upload your CSV file
4️⃣ Map your fields—match columns from your old CRM to Agent CRM fields
5️⃣ Click Import, and your contacts will populate inside Agent CRM

📌 Pro Tip: Use Tags (e.g., “Imported from [Old CRM]”) to easily track your imported contacts and to note whether your contacts are clients or old leads.

✅ Step 4: Set Up Custom Fields to Match Your Old CRM

If you stored special data in your previous CRM (like policy numbers, carrier names, or renewal dates), you’ll want to create custom fields in Agent CRM.

📌 How to create custom fields:
1️⃣ Go to Settings > Custom Fields
2️⃣ Click Add Custom Field
3️⃣ Choose the correct field type (text, date, dropdown, etc.)
4️⃣ Name your field (e.g., “Policy Expiration Date”)
5️⃣ Save & map it to your imported data

Now, all your custom information will be properly categorized in Agent CRM.

✅ Step 5: Transfer Notes & Attachments (If Needed)

If your old CRM allowed notes and file attachments, check if you can export them.

🔹 Some CRMs allow bulk note exports, while others require manual copying.
🔹 If your notes can’t be exported in bulk, consider hiring a VA to copy and paste them into Agent CRM.

📌 Where to add notes in Agent CRM:
1️⃣ Navigate to Contacts
2️⃣ Select the client record
3️⃣ Click the Notes tab
4️⃣ Paste or upload your previous notes and attachments

✅ Step 6: Recreate Automations & Workflows

Agent CRM is packed with pre-built automations, but if you had custom workflows in your old CRM, now’s the time to rebuild them.

📌 What to do:
1️⃣ Go to Automations > Workflows
2️⃣ Click Create New Workflow
3️⃣ Recreate any previous email/text sequences or triggers
4️⃣ Test your automations to ensure they’re running smoothly

If you’re unsure how to do this, join our daily live Zoom support calls at http://live.agent-crm.com for expert guidance.

✅ Step 7: Verify & Test Your Setup

Before you fully transition to Agent CRM, double-check:

✅ Are all your contacts imported correctly?
✅ Do your tags, notes, and custom fields match what you need?
✅ Are your automations and workflows working as expected?

📌 Pro Tip: Send a test email or text campaign to yourself before launching anything to clients!

🚀 Welcome to Agent CRM! You’re Now Ready to Scale Your Business

By following this guide, you’ve successfully transitioned from your old CRM and are now set up to generate leads, automate follow-ups, and close more deals inside Agent CRM!

If you need help, join our daily live support calls at http://live.agent-crm.com or chat with our team inside Agent CRM.

👉 Not signed up yet? Start your 14-day free trial today at www.agent-crm.com and see why insurance agents are making the switch!