"The journey to ebroker is simple, safe, and reliable."

By Aaron Bouso, Director of Operations at ebroker

When an insurance brokerage decides to evolve and carry out a change of management ERP, faces one of the most critical processes for its operations: the data migrationIt is important to be very aware that this process goes far beyond a simple transfer of information. It is about Ensure business continuity with accurate, optimized data ready to add value From the first moment.

Un Department of Immigration The data controller must not only be responsible for transferring the information, but must also subject it to rigorous verification, validation and enrichment processesThis is achieved thanks to a highly trained and experienced team that ensures the brokerage receives a new database that is refined, optimized, and ready for daily operations with complete reliability.

El  ebroker migration team makes every migration a seamless transition, minimizing the impact on productivity and ensuring the best user experience. Changing ERP doesn't have to be traumatic.

Safety and compliance: ISO 27001 assurance

In a process as critical as data migration, security and regulatory compliance are key factors. At ebroker, we not only guarantee a smooth and accurate migration, but we do so under the highest international standards of information security. Our ISO 27001 certification guarantees that all data management and processing procedures comply with strict confidentiality, integrity, and availability controls. This commitment translates into a migration process where each piece of data is treated with the utmost rigor, ensuring its protection at all times and providing brokerages with the peace of mind of operating in a secure and reliable environment. Because at ebroker, security isn't an add-on; it's a guarantee.

At ebroker, we not only guarantee a smooth and accurate migration, but we also do so under the highest international information security standards.

An efficient and smooth process

The duration of the migration process depends on multiple factors, however, from the moment the ebroker team receives the database of the old software with the worked equivalencies, The average delivery time for the migration test for validation is approximately one weekTo achieve this, the communication between the parties is essential to ensure an efficient and smooth process.

In addition, and as an element of added value, we offer an aspect that post-migration guarantee. ebroker offers a wide Warranty period From the moment the migration is delivered, this represents an important confidence factor for the broker. During this time, we work on any adjustments or issues that may arise, thus ensuring a fully functional transition adapted to real needsEverything customers detect is reviewed and adjusted, providing an additional layer of security and peace of mind in the process of switching from the previous ERP to ebroker.

In a sector where security and trust are key, choosing a platform like ebroker means choosing a reliable technology partner With 25 years of experience accompanying the insurance broker and understanding the value of data and the importance of software capable of evolving at the pace of the business. Because Migrating is not just about changing tools, it's about securing the future with the best technology and the best team alongside the brokerage..

Published in Segurosnews in March 2025.