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Insurance Management
Agency Matrix Migration
Insurance agency management system focusing on life, health, and annuity products.
Complexity
High
Timeline
8-12 weeks
Record Types
5+
Migration Complexity
High Complexity
This migration is classified as High complexity based on data structure, integration requirements, and typical challenges encountered during migration.
Record Types Migrated
Clients
Policies
Applications
Commissions
Activities
Common Migration Challenges
- Complex commission structures
- Policy hierarchy
- Carrier integrations
Industry Focus
InsuranceLife & Health