InsuredMine
Phreesia
Transfer contacts, companies, activities, and more from InsuredMine to Phreesia. 9 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your InsuredMine to Phreesia 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
Prefer email? talk@ambrstack.com
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
The ultimate CRM for insurance agents
InsuredMine is a customer relationship management platform designed specifically for insurance agencies. It provides sales pipeline management, marketing automation, workflow automation, data analytics, and a client mobile app.
Two-way integration with major AMS platforms like HawkSoft
Healthcare simplified
Phreesia is a patient intake and digital engagement platform for healthcare organizations, offering digital registration, consent management, payment processing, and clinical intake. It streamlines administrative workflows and enhances patient engagement.
Bi-directional EHR and PMS integrations
"Healthcare simplified"
Phreesia is a patient intake and digital engagement platform for healthcare organizations, offering digital registration, consent management, payment processing, and clinical intake. It streamlines administrative workflows and enhances patient engagement.
Ideal for: Healthcare organizations seeking to digitize patient intake, streamline registration workflows, and improve revenue cycle management with EHR integration.
Bi-directional EHR and PMS integrations
Real-time insurance verification
Mobile intake in 20+ languages
HIPAA, HITRUST, and PCI DSS compliance
Learn more at
phreesia.com
See exactly which data objects transfer from InsuredMine to Phreesia
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from InsuredMine to Phreesia.
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Need to go the other way? We support bidirectional migrations.
Phreesia → InsuredMineJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
