Source
Insly

Insly

Destination
Luma Health

Luma Health

CRM MigrationStarting at $500

Migrate from Insly to Luma Health

Effortlessly & Accurately

Transfer contacts, companies, activities, and more from Insly to Luma Health. 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 Insly to Luma Health 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

Insly vs Luma Health

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

Migrating from
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

Migrating to
Luma Health

Luma Health

Operational AI for healthcare patient engagement

Luma Health provides patient engagement solutions with its AI-native Patient Success Platform, offering automated scheduling, referral management, patient communication, and feedback management. It integrates with 70+ EHR systems and uses NLP and AI to streamline patient interactions and operational efficiency.

Founded 2015
San Francisco, California, United States
Best for
Mid-MarketEnterprise
Industries
HealthcareHealth SystemsMedical Practices+2 more
Top Strength

Integration with 70+ EHR and PM systems

Your New CRM

Why Luma Health is a great choice

Luma Health

Luma Health

"Operational AI for healthcare patient engagement"

Luma Health provides patient engagement solutions with its AI-native Patient Success Platform, offering automated scheduling, referral management, patient communication, and feedback management. It integrates with 70+ EHR systems and uses NLP and AI to streamline patient interactions and operational efficiency.

Ideal for: Health systems and medical practices seeking to automate patient engagement, scheduling, and communications with deep EHR integration.

Integration with 70+ EHR and PM systems

NLP and AI-assisted translation in 30+ languages

Industries
HealthcareHealth SystemsMedical Practices+2
Best For
Mid-MarketEnterprise

HIPAA-compliant appointment reminders

Automated waitlist and referral management

Learn more at

lumahealth.io

Data Compatibility

What gets migrated

See exactly which data objects transfer from Insly to Luma Health

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

Core Objects

Contacts
Supported
Companies
Supported
Deals
Not Available
Leads
Not Available
Activities
Supported

Communication

Emails
Supported
Notes
Supported
Tasks
Supported

Advanced Features

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

Specialized

Tickets
Not Available
Invoices
Not Available
Subscriptions
Not Available

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

FAQ

Insly to Luma Health Migration FAQ

Common questions about migrating from Insly to Luma Health.

Related Migration Paths

Explore other popular CRM migrations similar to Insly to Luma Health

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Prefer email? talk@ambrstack.com