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Convert the data and content you worked so hard to establish.

Vertafore has a robust set of conversion utilities that make it possible to bring data from your current source system to your new Vertafore solution. Converting your data provides a seamless transition to your new system, allows you to continue to service your clients and protects you from E&O exposure. Our dedicated conversion teams lead you through the entire process.

Same data, better solution

Using internally developed conversion tools and utilities, our experienced conversion team guides you through the data mapping and import process. This process transforms your data, getting it ready for your new system and makes sure you get off to a great start.

  • Dedicated conversion teams – We assign conversion teams that are with you for the entire process. This allows them to learn you and your business and provide you with the guidance you need to be successful.
  • Conversion tools – We build and maintain our own tools to convert data. This allows us to have a deep understanding of how your data is stored in your current system and how to process it. It also allows us keep our tools up to date as our competitors change their management and content systems.
  • Data cleansing – During our conversion process you have the ability to clean up your data by getting rid of old producers or customers you no longer do business with (among other types of data). This is your chance to start fresh.
  • Data validation – Our established process allows you to see your data before you go live to make sure it looks as you expected.
  • Customizations – Because we have conversion experts on staff that build and maintain our tools we also have the ability to customize the conversion when you require it.

For more information, contact your Vertafore sales representative about your conversion needs and to set up a call with our data conversion experts.