Whatever your client data looks like today, you can get it into AgencyCRM.
Most advisors have 20 years of data scattered across spreadsheets, life company statements, and paper folders. Here's exactly what happens for each kind of file — and how to skip the work entirely if you'd rather we do it for you.
Start here — the fastest path
Call your MGA. They have your client list.
Every Canadian MGA can produce an in-force spreadsheet for your book — clients, policies, premiums, anniversary dates, all of it. Same with the life companies directly. Five-minute phone call, file lands in your inbox the same day or the next.
Walk that file straight into AgencyCRM Free and your practice is running this afternoon. If your data is currently on paper, in a filing cabinet, or in your head — this is the move.
What you have → what happens
Five scenarios cover almost every situation we see. Most advisors land on the first one — a clean spreadsheet from their MGA or life companies.
A spreadsheet from a Canadian life company
Manulife, Canada Life, Sun Life, Equitable, RBC, iA, Empire, BMO, Foresters, Ivari, and more — we already know what their in-force exports look like. Drop the file in, every column lands in the right field automatically. Zero clicks beyond the upload.
A spreadsheet from another CRM, or from anywhere else
Export from Salesforce, HubSpot, Maximizer, an old Excel sheet, or an MGA report in a layout we haven't seen before — Claude reads the columns, figures out which field each one should go to, and shows you the proposed mapping. You confirm or adjust, then import.
A text-based PDF — in-force statements, policy summaries
Most life company statements come as PDFs you can select text in. AgencyCRM extracts the contents, reads the structure, and creates client and policy records from it. Works for monthly statements, in-force reports, and year-end summaries.
A scanned PDF, photo, or handwritten paper
Drop in a phone photo of an old client folder, a scanned in-force list from 2012, even handwritten notes. The AI runs OCR, reads what's on the page, and pulls out clients, policies, and notes. Quality depends on legibility — scan or photograph in good light, and check the import preview before confirming.
Files attached to one specific client
Once a client record exists, drop documents directly onto it — application copies, illustrations, disclosures, beneficiary designations. AgencyCRM reads what each file contains and offers to populate the relevant policy fields, while keeping the document itself attached to the client's timeline.
About that “mapping” thing
If you've imported data into a CRM before, column mapping is probably the part that took an afternoon. Not here.
Mapping just means: this column in your file goes to this field in AgencyCRM. First Name goes to first-name. DOB goes to date of birth. Coverage Amt goes to face amount. The hard part of most CRM imports is doing that for fifty columns in a spreadsheet you didn't design.
In AgencyCRM, Claude does the first pass for you. You see a preview screen — your column on the left, the field AgencyCRM thinks it belongs to on the right. If something looks wrong, change it from a dropdown. If everything looks right, click Import.
Nothing imports until you confirm the preview. You stay in control.
Or — don't do it yourself.
If reading any of the above made you want to close the tab, we get it. Email us your CRM export, life company spreadsheets, or in-force PDFs — we review the data, run the import, spot-check the result, and confirm. You log in to a populated CRM, usually within one business day.
- ✓Up to 5,000 clients per advisor included
- ✓Excel, CSV, CRM exports, and text-based PDFs from life companies
- ✓$99 CAD per advisor, one-time. No recurring charge.
Got handwritten notes or photos of paper records? The free DIY import handles those automatically — no concierge needed.
Ready to bring your book in?
Start with AgencyCRM Free. Try the import yourself. If you get stuck or change your mind, the concierge is one email away.