Act-On
Insureio
Transfer contacts, activities, and more from Act-On to Insureio. 9 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Act-On to Insureio migration based on your specific requirements.
Total contacts, companies, deals, and activities to migrate
Complex data structures and custom configurations
Relationships, attachments, and historical data depth
Standard or expedited migration scheduling
15-minute call • No commitment • Get instant estimate
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If any data is incorrectly migrated, we'll fix it for free, no questions asked. Your data integrity is our top priority.
A quick look at both platforms to help you understand your migration path
Growth marketing for any business
Act-On is a cloud-based marketing automation platform that helps midsized businesses streamline email marketing, lead management, and customer nurturing. It integrates with major CRM systems and provides deep analytics, lead scoring, and automation capabilities for multi-channel marketing campaigns.
Strong CRM integrations with Salesforce, Dynamics, and others
The best CRM built by and for life insurance agents
Insureio is a cloud-based CRM platform specifically designed for life insurance agents, brokers, and advisors. It offers lead management, carrier quote integrations, electronic applications, marketing automation, and agency management tools.
Integration with 30+ carrier quote systems
"The best CRM built by and for life insurance agents"
Insureio is a cloud-based CRM platform specifically designed for life insurance agents, brokers, and advisors. It offers lead management, carrier quote integrations, electronic applications, marketing automation, and agency management tools.
Ideal for: Life insurance agents and brokers seeking a specialized CRM with carrier quote integrations, electronic applications, and marketing automation built for insurance workflows.
Integration with 30+ carrier quote systems
Electronic applications with e-signature support
Pre-built email marketing templates and campaigns
SMS and social media marketing capabilities
Learn more at
insureio.com
See exactly which data objects transfer from Act-On to Insureio
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Act-On to Insureio.
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