Source
eClinicalWorks

eClinicalWorks

Destination
Insly

Insly

CRM MigrationStarting at $500

Migrate from eClinicalWorks to Insly

Effortlessly & Accurately

Transfer contacts, activities, and more from eClinicalWorks to Insly. 8 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 eClinicalWorks to Insly 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

eClinicalWorks vs Insly

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

Migrating from
eClinicalWorks

eClinicalWorks

Cloud-Based AI-Powered EHR Platform

eClinicalWorks is a comprehensive electronic health record (EHR) and practice management solution used by healthcare providers worldwide. It offers patient management, clinical documentation, telehealth, patient engagement, and revenue cycle management.

Founded 1999
Westborough, Massachusetts, USA
Best for
Mid-MarketEnterprise
Industries
HealthcareMedical PracticeTelehealth
Top Strength

Cloud-based platform used by 850,000+ medical professionals

Migrating to
Insly

Insly

Low-risk insurance software for brokers and MGAs

Insly is a cloud-based, low-code insurance software platform for MGAs, insurers, and brokers. It provides policy issuing, billing, administration, CRM, reporting, claims management, and multiple quoting functionalities.

Founded 2012
London, United Kingdom
Best for
Small BusinessMid-Market
Industries
InsuranceInsurance BrokersMGAs+2 more
Top Strength

Low-code platform for rapid product configuration

Your New CRM

Why Insly is a great choice

Insly

Insly

"Low-risk insurance software for brokers and MGAs"

Insly is a cloud-based, low-code insurance software platform for MGAs, insurers, and brokers. It provides policy issuing, billing, administration, CRM, reporting, claims management, and multiple quoting functionalities.

Ideal for: Insurance brokers, MGAs, and insurers seeking a flexible, API-first insurance software platform with low-code configuration and quick deployment.

Low-code platform for rapid product configuration

API-first architecture with open APIs for integrations

Industries
InsuranceInsurance BrokersMGAs+2
Best For
Small BusinessMid-Market

End-to-end policy lifecycle management

Standalone API-based rating engine

Learn more at

insly.com

Data Compatibility

What gets migrated

See exactly which data objects transfer from eClinicalWorks to Insly

eClinicalWorks
Insly
Both platforms support this
Requires field mapping
Not in target CRM

Core Objects

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

Communication

Emails
Supported
Notes
Supported
Tasks
Supported

Advanced Features

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

Specialized

Tickets
Mapping Required
Invoices
Supported
Subscriptions
Mapping Required

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

FAQ

eClinicalWorks to Insly Migration FAQ

Common questions about migrating from eClinicalWorks to Insly.

Related Migration Paths

Explore other popular CRM migrations similar to eClinicalWorks to Insly

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