When you’ve chosen an agency management system, the most important step after that is conversion. This is the process of converting your data from one vendor to another, ensuring that all of the precious and valuable data is safely moved to the new AMS. QQSolutions has over 20 years of experience with conversions, so you can be sure your data is taken care of.
At QQSolutions, we have an expert team on staff that converts data on a daily basis for our clients. To help you better understand the process; let’s examine some of its steps.
A Brief Overview of The Conversion Process
Below is an explanation of the steps that our team will go through to properly migrate your data into QQCatalyst.
1. Assessment
We begin by going through the various types of data you have and create a plan to move everything. We will create an SOW (Scope of Work) document outlining exactly what QQ will do and how long it will take. Once you have reviewed and accepted the SOW, you will request the data back-up from your current AMS provider.
2. Analyses and Sampling
Once we’ve received the data, we will then convert a small portion of it as a test batch. This test will be presented to you to ensure that everything is in its proper place. Once approved, we can begin converting the rest of the data. Prior to total conversion, we will also look through the data and clean up any problems areas before we begin the process.
3. After the Conversion is Completed
Once the data conversion is complete, you will need to make some final steps to ensure everything can continue business as usual. The first of these steps will be verifying the setup of IVANS and notifying them of your new software that is in place.
This process extends to your carriers. You should also contact them to provide an update on which agency management system you are now using. Ensuring that everyone is on the same page is the best way to create a smooth transition now that the new system is ready to go.
An Experienced and Trusted Team
It’s no wonder that our software, QQCatalyst, is the fastest growing agency management software on the market. We pride ourselves in providing talented individuals to help you through this critical conversion process. With data conversions happening every day, we are the ultimate choice to trust with your data as you move into a new chapter of success for your agency.
