Migrating fifteen years of customer and policy records to a modern CRM.
15 years
of records migrated
1 weekend
final cutover
The challenge
The broker’s old CRM was no longer supported, and its data contained duplicates and inconsistent formats.
Our solution
We profiled, cleaned and mapped the data before migrating it in rehearsed stages.
- Data profiling and duplicate removal
- Field-by-field mapping agreed with the business
- Trial migrations with reconciliation reports
- Final cutover over one weekend
The result
All records arrived complete and reconciled, and staff started using the new CRM on Monday morning.
