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Is it possible to transfer from another agency database to EZAgent?

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asked by about EZAgent for Windows
edited by

If we switch to EZAgent, will be able to transfer the data we have in other insurance agency software to this software?

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answered by (329k points)

Yes, it should be possible to transfer the data as long as you export the data to a format compatible with the two applications. Most of the database applications have the possibility to export the data to CSV format. You should export the data to this format and then import it in the other software. However, this should be permitted by the other agency. Even if it's your data, you might need to fill some forms or something related to this operation before migrating the data.

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