Source
Insly

Insly

Destination
PatientPop

PatientPop

CRM MigrationStarting at $500

Migrate from Insly to PatientPop

Effortlessly & Accurately

Transfer contacts, activities, and more from Insly to PatientPop. 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 Insly to PatientPop 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 PatientPop

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
PatientPop

PatientPop

Practice growth platform for healthcare providers

PatientPop (now part of Tebra) is a practice growth technology platform for healthcare providers that automates patient acquisition, online reputation management, and patient engagement. It enhances every touchpoint in the patient journey from online presence to post-appointment follow-up.

Founded 2014
Santa Monica, California, United States
Best for
Small BusinessMid-Market
Industries
HealthcareMedical PracticesDental+2 more
Top Strength

Comprehensive practice growth platform

Your New CRM

Why PatientPop is a great choice

PatientPop

PatientPop

"Practice growth platform for healthcare providers"

PatientPop (now part of Tebra) is a practice growth technology platform for healthcare providers that automates patient acquisition, online reputation management, and patient engagement. It enhances every touchpoint in the patient journey from online presence to post-appointment follow-up.

Ideal for: Independent healthcare practices seeking to attract more patients, manage online reputation, and modernize the patient experience.

Comprehensive practice growth platform

Automated patient acquisition and engagement

Industries
HealthcareMedical PracticesDental+2
Best For
Small BusinessMid-Market

Online reputation management and review generation

Search engine marketing and social media tools

Learn more at

patientpop.com

Data Compatibility

What gets migrated

See exactly which data objects transfer from Insly to PatientPop

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

Core Objects

Contacts
Supported
Companies
Not Available
Deals
Not Available
Leads
Supported
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
Not Available
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 PatientPop Migration FAQ

Common questions about migrating from Insly to PatientPop.

Related Migration Paths

Explore other popular CRM migrations similar to Insly to PatientPop

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Prefer email? talk@ambrstack.com