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:

No lost client data

No major downtime

No missing policies

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

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.

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.

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.
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Step 1: Determine the Cut-Off Date
Identify the date when the last carrier download was merged into your old system. This cut-off point aligns your legacy data with MomentumAMP.
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Step 2: Retrieve IVANS Downloads
IVANS retains download sessions for 90 days. Retrieve all sessions from the cut-off date forward.
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Step 3: Review Downloads
- Open several sessions, including regular updates and Database Syncs.
- Verify record matching patterns:
- Policy changes → should match insured + policy.
- Renewals → should match insured, but not always policy.
- New business → no matches expected.
- Policy changes → should match insured + policy.
If patterns are inconsistent, investigate before merging downloads.
- Open several sessions, including regular updates and Database Syncs.
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Step 4: Validate Records
Spot-check records for premium, coverage, limits, and insured items. Any discrepancies suggest migration issues that must be addressed.
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Step 5: Decide on Database Sync Sessions
- If Database Sync sessions improve data quality, merge them.
- All records should match insured + policy.
- If many non-matches appear, analyze the backup/migration for issues.
- If Database Sync sessions improve data quality, merge them.
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.