Source
Gem

Gem

Destination
Insureio

Insureio

CRM MigrationStarting at $500

Migrate from Gem to Insureio

Effortlessly & Accurately

Transfer contacts, activities, and more from Gem to Insureio. 7 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 Gem 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

Gem vs Insureio

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

Migrating from
Gem

Gem

AI-first all-in-one recruiting platform

Gem is an AI-powered recruiting platform that combines candidate relationship management, applicant tracking, sourcing, and scheduling in one unified system. It consolidates candidate data from multiple sources, automates outreach, and provides insights to help recruiting teams build talent pipelines and hire faster.

Founded 2017
San Francisco, California, United States
Best for
Mid-MarketEnterprise
Industries
TechnologyStaffingHuman Resources+2 more
Top Strength

AI-first platform with intelligent candidate matching

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 Gem to Insureio

Gem
Insureio
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
Mapping Required
Campaigns
Supported

Specialized

Tickets
Mapping Required
Invoices
Mapping Required
Subscriptions
Mapping Required

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

FAQ

Gem to Insureio Migration FAQ

Common questions about migrating from Gem to Insureio.

Related Migration Paths

Explore other popular CRM migrations similar to Gem to Insureio

Reverse Migration

Need to go the other way? We support bidirectional migrations.

Insureio → Gem

Ready to get started?

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

Prefer email? talk@ambrstack.com