Insly
Autopilot
Transfer contacts, activities, and more from Insly to Autopilot. 5 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Insly to Autopilot 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
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.
Low-code platform for rapid product configuration
The future of marketing automation
Autopilot (now Ortto) is a visual marketing automation platform enabling companies to create automated customer journeys across multiple channels including email, SMS, in-app messaging, and online communications with integrated customer data analytics.
Visual journey builder interface
"The future of marketing automation"
Autopilot (now Ortto) is a visual marketing automation platform enabling companies to create automated customer journeys across multiple channels including email, SMS, in-app messaging, and online communications with integrated customer data analytics.
Ideal for: Growing companies needing visual marketing automation with multi-channel campaign management and customer data integration.
Visual journey builder interface
Multi-channel campaign capabilities
Customer data platform integration
Performance tracking and analytics
Learn more at
autopilothq.com
See exactly which data objects transfer from Insly to Autopilot
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Insly to Autopilot.
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