MomentumAMP Data Conversion Guide 

Learn how you can preserve more of your data and go live faster with MomentumAMP’s seamless, worry-free conversions.

Don't Let Data Conversion Fear Hold You Back

Every day you delay switching from your legacy system, you're losing money on inefficiencies. But the thought of losing years of client relationships during conversion? That's what keeps agency owners awake at night.

Here's what won't happen with MomentumAMP:

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No lost client data

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No major downtime

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No missing policies

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No broken relationships

The MomentumAMP Conversion Difference

Other vendors leave gaps in your data conversion. We convert more of your legacy data, giving agencies critical advantages.

More Data

We convert more of your legacy system’s data than any other provider.


24-Hour Go-Live

Once implementation is complete, your final data uploads overnight, getting you up and running the next business day (excluding weekends).


Fixed Pricing

We provide a clear pricing structure with no hidden costs. 

Why We're Different:
  • Clear Communication — We set clear expectations upfront on what can and cannot be converted. If something doesn't make sense, we'll tell you directly.
  • Dedicated Specialists — With over 25 years of combined experience, our data specialists handle your conversion entirely in-house. We never outsource.
  • Proven Process — Most implementations are customized to your needs and completed in 1–2 weeks. Once you approve, go-live happens within 24 hours.
  • Double Validation — Every conversion includes two complete data imports: an initial conversion for your review and cleanup, followed by a final go-live conversion to guarantee zero discrepancies between your legacy data and MomentumAMP.


Our Bulletproof 2-Stage Process

Stage 1:
Initial Conversion

(Week 1)

What happens:

  • Kick-off call within 24 hours of contract signing
  • Complete data extraction from your legacy system
  • Staff training on new system 

Stage 2:
Go-Live Conversion

(Week 2)

What happens:

  • Final data extraction
  • Final import into MomentumAMP system
  • Go-live within 24 hours of your approval (excluding weekends)

Additional Services & Costs

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Final Import
  • The second import (Go-Live conversion) requires more time and effort than the initial import.
  • This is performed at an additional import fee.
  • The import form must be completed again before execution.
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Data Cleanup
  • A crucial but time-intensive process that often exceeds the complexity of data import.
  • Priced at a minimum of $1,000 for the first 10 hours, then $100 per hour thereafter.
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IVANS Setup (Post-Conversion)
  • IVANS carrier download setup begins after the data import is complete.
  • See the dedicated section below for full details.

Data Types We Convert

Every conversion is unique. A Conversion Worksheet is tailored to your system and data. Final validation is always required.

  • Name, address, contact info
  • Policy details with downloads
  • Notes & attachments
  • Tasks
  • Referral sources
  • Claims
  • Vehicle/Home/Drivers/Other policy coverages
  • Agents
  • Certificate holders
  • Additional insureds
  • Endorsements
  • Carriers
  • MGAs
  • Tags
  • Attachments
  • ACORD forms
  • Custom requests

Starting IVANS Downloads After Initial Data Migration

A key step in onboarding is configuring IVANS downloads after your initial migration. This process ensures ongoing carrier data is synced into MomentumAMP.

Proven Expertise Across Dozens of Management Systems

✅ Agency 2 Go
✅ Agency Bloc
✅ Agency Matrix
✅ AMS360
✅ Applied
✅ Better Agency
✅ Dorris
✅ Ebix
✅ Evo
✅ Ez Agent
✅ EzLynx
✅ Hawksoft
✅ InStar
✅ ITC
✅ Nasa
✅ Nexsure
✅ PXE DB
✅ QQ Catalyst
✅ QQ Evaluation
✅ QQ Solutions
✅ Record Guardian
✅ Salesforce
✅ Tech Canary
✅ Veruna
✅ Xanatek
✅ Zoho

Ready to Make the Switch?

MomentumAMP provides the fastest, most reliable, and most comprehensive data conversion in the insurance industry. With expert specialists, proven processes, and detailed post-import steps like IVANS setup, your transition is engineered for long-term success.