Book Of Business Transfer

We provide three choices

1

Option #1 ($1.50 per policy) – We can move your customers and policy data
2

Option #2 ($3.00 per customer/household) – We will audit your existing customers in AgencyZoom to provide a clean-up of data.

We will move the entire household, including all contacts and all policy data. We do NOT move notes or rating info. (example: VIN, Home Specs…etc)

Our staff is already background-checked with Farmers and has a login. You must add them as a team member to your agency. This ensures we follow password and security procedures.

When they are ready to start your order, a rep will contact you with their login credentials to get set up as a nonlicensed staff member in your agency. Once they have their login and code for your agency, your assigned contractor will pull your BOB report from ECMS and APEX and enter your clients into AgencyZoom.

We can also provide data transfer for Kraft Lake and other outside carriers. If we aren’t familiar with your carrier, you may need to provide some guidance to your rep.

Having your clients in AgencyZoom will allow you to easily create cross-sell campaigns, send retention and holiday campaigns to your clients, and create service tickets to manage your service work and renewals.

Disclosure: Farmers’ clients are the property of Farmers. To stay compliant if you leave Farmers, delete all client data from your AgencyZoom account.

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Step 1 of 3

Name*

First Last

Personal Cell Phone*

Do not list agency phone number

AgencyZoom Login Email*

Failure to provide correct login will cause delay in your order fulfillment.

Enter Email Confirm Email

Current AgencyZoom Password*

Failure to provide correct password will cause delay in your order fulfillment

Email to send payment confirmation*

Credit Card Information

Card Billing Address*

Street Address Address Line 2 City State ZIP Code

Coupon Code

Terms and Conditions*

View terms and conditions

I agree to terms and conditions

Refund policy: We will only refund your payment if we fail to provide your completed order within 60 days. Do you agree to this policy?*

Yes

Total

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Farmers Insurance Agents Only Hire our team to correctly move all your customers from your carriers to your AgencyZoom account. Our background-checked and fully trained reps will move your customers into AgencyZoom so you can use all the amazing tools inside this powerful CRM.

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Book of Business Transfer

**Farmers Insurance Agents Only** Hire our team to correctly move all your customers from your carriers to your AgencyZoom account. Our background-checked and fully trained reps will move your customers into AgencyZoom so you can use all the amazing tools inside this powerful CRM.

We provide three choices

Farmers Insurance Agents Only Hire our team to correctly move all your customers from your carriers to your AgencyZoom account. Our background-checked and fully trained reps will move your customers into AgencyZoom so you can use all the amazing tools inside this powerful CRM.