Source
InsuredMine

InsuredMine

Destination
Solutionreach

Solutionreach

CRM MigrationStarting at $500

Migrate from InsuredMine to Solutionreach

Effortlessly & Accurately

Transfer contacts, activities, and more from InsuredMine to Solutionreach. 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 InsuredMine to Solutionreach 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

InsuredMine vs Solutionreach

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

Migrating from
InsuredMine

InsuredMine

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.

Founded 2018
Richardson, Texas
Best for
Small BusinessMid-Market
Industries
InsuranceInsurance AgenciesProperty & Casualty+2 more
Top Strength

Two-way integration with major AMS platforms like HawkSoft

Migrating to
Solutionreach

Solutionreach

The leader in patient engagement solutions

Solutionreach is a cloud-based patient engagement platform designed for healthcare providers, offering appointment reminders, two-way texting, batch messaging, and reputation management. It integrates with over 400 practice management and EHR systems to streamline patient communications.

Founded 2000
Lehi, Utah
Best for
Small BusinessMid-MarketEnterprise
Industries
HealthcareDentalVision Care+2 more
Top Strength

Integrates with 400+ practice management and EHR systems

Your New CRM

Why Solutionreach is a great choice

Solutionreach

Solutionreach

"The leader in patient engagement solutions"

Solutionreach is a cloud-based patient engagement platform designed for healthcare providers, offering appointment reminders, two-way texting, batch messaging, and reputation management. It integrates with over 400 practice management and EHR systems to streamline patient communications.

Ideal for: Healthcare practices seeking to enhance patient engagement through automated reminders, HIPAA-compliant messaging, and integrated communication tools.

Integrates with 400+ practice management and EHR systems

HIPAA-compliant messaging and document sharing

Industries
HealthcareDentalVision Care+2
Best For
Small BusinessMid-MarketEnterprise

Automated appointment reminders via text, email, and voice

Online scheduling and digital intake forms

Learn more at

solutionreach.com

Data Compatibility

What gets migrated

See exactly which data objects transfer from InsuredMine to Solutionreach

InsuredMine
Solutionreach
Both platforms support this
Requires field mapping
Not in target CRM

Core Objects

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

Communication

Emails
Supported
Notes
Supported
Tasks
Supported

Advanced Features

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

Specialized

Tickets
Mapping Required
Invoices
Mapping Required
Subscriptions
Not Available

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

FAQ

InsuredMine to Solutionreach Migration FAQ

Common questions about migrating from InsuredMine to Solutionreach.

Related Migration Paths

Explore other popular CRM migrations similar to InsuredMine to Solutionreach

Ready to get started?

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

Prefer email? talk@ambrstack.com