Better Agency
Lever
Transfer contacts, companies, activities, and more from Better Agency to Lever. 9 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Better Agency to Lever 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
CRM for independent insurance agents
Better Agency is an insurance-focused CRM platform designed for independent insurance agents, brokerages, and agencies, featuring contact management, email marketing, lead tracking, automated renewal campaigns, cross-selling capabilities, and pipeline management.
Insurance-specific automation campaigns
Talent acquisition suite combining ATS and CRM
Lever is a recruiting software platform that uniquely combines applicant tracking system (ATS) and candidate relationship management (CRM) capabilities in one product called LeverTRM. It helps organizations attract, engage, and hire top talent with features for nurture campaigns, analytics, automation, and collaborative hiring workflows.
Combined ATS and CRM in single platform
"Talent acquisition suite combining ATS and CRM"
Lever is a recruiting software platform that uniquely combines applicant tracking system (ATS) and candidate relationship management (CRM) capabilities in one product called LeverTRM. It helps organizations attract, engage, and hire top talent with features for nurture campaigns, analytics, automation, and collaborative hiring workflows.
Ideal for: Growing organizations seeking a combined ATS and talent CRM to build long-term candidate relationships and streamline recruiting workflows.
Combined ATS and CRM in single platform
Nurture campaigns for passive candidates
Advanced analytics and data visualization
300+ integrations supported
Learn more at
lever.co
See exactly which data objects transfer from Better Agency to Lever
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Better Agency to Lever.
Explore other popular CRM migrations similar to Better Agency to Lever
Need to go the other way? We support bidirectional migrations.
Lever → Better AgencyJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
