Source
Dentrix

Dentrix

Destination
Insureio

Insureio

CRM MigrationStarting at $500

Migrate from Dentrix to Insureio

Effortlessly & Accurately

Transfer contacts, activities, and more from Dentrix to Insureio. 11 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.

1,000+ Migrations Completed

Migrations start at $500 USD

Get a custom quote for your Dentrix to Insureio migration based on your specific requirements.

95%+ of our migrations cost less than $3,000

What's included in every migration

  • Full data audit and mapping
  • Test migration with sample data
  • Zero downtime during migration
  • Data integrity verification
  • Post-migration support
Enterprise-grade security
Average 48hr turnaround
Dedicated support

What affects your quote

Number of Records

Total contacts, companies, deals, and activities to migrate

Custom Fields & Objects

Complex data structures and custom configurations

Data Complexity

Relationships, attachments, and historical data depth

Timeline Requirements

Standard or expedited migration scheduling

15-minute call • No commitment • Get instant estimate

Prefer email? talk@ambrstack.com

100% Data Accuracy Guarantee

If any data is incorrectly migrated, we'll fix it for free, no questions asked. Your data integrity is our top priority.

Platform Comparison

Dentrix vs Insureio

A quick look at both platforms to help you understand your migration path

Migrating from
Dentrix

Dentrix

All-in-one dental practice management

Dentrix is a comprehensive dental practice management platform by Henry Schein One that integrates scheduling, clinical tools, imaging, revenue cycle management, patient communication, and document management. It serves over 45,000 practices with scalable solutions for solo practices to large multi-site organizations.

Founded 1985
American Fork, Utah, United States
Best for
Small BusinessMid-MarketEnterprise
Industries
dentalhealthcaredental practice management
Top Strength

Integrated imaging with AI-powered caries and bone loss detection

Migrating to
Insureio

Insureio

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.

Founded 2014
Roseville, California
Best for
Small Business
Industries
Life InsuranceInsurance BrokersFinancial Advisors+2 more
Top Strength

Integration with 30+ carrier quote systems

Your New CRM

Why Insureio is a great choice

Insureio

Insureio

"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

Industries
Life InsuranceInsurance BrokersFinancial Advisors+2
Best For
Small Business

Pre-built email marketing templates and campaigns

SMS and social media marketing capabilities

Learn more at

insureio.com

Data Compatibility

What gets migrated

See exactly which data objects transfer from Dentrix to Insureio

Dentrix
Insureio
Both platforms support this
Requires field mapping
Not in target CRM

Core Objects

Contacts
Supported
Companies
Mapping Required
Deals
Mapping Required
Leads
Supported
Activities
Supported

Communication

Emails
Supported
Notes
Supported
Tasks
Supported

Advanced Features

Custom Fields
Supported
Custom Objects
Not Available
Products
Supported
Quotes
Supported
Documents
Supported
Campaigns
Supported

Specialized

Tickets
Mapping Required
Invoices
Not Available
Subscriptions
Not Available

Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.

FAQ

Dentrix to Insureio Migration FAQ

Common questions about migrating from Dentrix to Insureio.

Related Migration Paths

Explore other popular CRM migrations similar to Dentrix to Insureio

Ready to get started?

Join hundreds of revenue teams using Switcher to streamline their CRM migrations.

Prefer email? talk@ambrstack.com