
Insureio

Practice Fusion
Transfer contacts, activities, and more from Insureio to Practice Fusion. 7 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Insureio to Practice Fusion 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 best CRM built by and for life insurance agents
Insureio is a cloud-based CRM platform specifically designed for life insurance agents, brokers, and advisors. It offers lead management, carrier quote integrations, electronic applications, marketing automation, and agency management tools.
Integration with 30+ carrier quote systems

Leading EHR solutions for medical practices
Practice Fusion is a cloud-based electronic health record (EHR) platform designed for small to medium-sized medical practices. It offers charting, scheduling, billing, e-prescribing, lab integrations, and secure messaging to help healthcare providers manage patient populations and coordinate care.
Cloud-based EHR accessible from any device

"Leading EHR solutions for medical practices"
Practice Fusion is a cloud-based electronic health record (EHR) platform designed for small to medium-sized medical practices. It offers charting, scheduling, billing, e-prescribing, lab integrations, and secure messaging to help healthcare providers manage patient populations and coordinate care.
Ideal for: Small to medium-sized medical practices seeking a cloud-based EHR with integrated charting, scheduling, and e-prescribing capabilities.
Cloud-based EHR accessible from any device
Comprehensive charting and prescription management
FHIR API support for healthcare interoperability
Integrated lab ordering and results management
Learn more at
practicefusion.com
See exactly which data objects transfer from Insureio to Practice Fusion


Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Insureio to Practice Fusion.
Explore other popular CRM migrations similar to Insureio to Practice Fusion

Need to go the other way? We support bidirectional migrations.
Practice Fusion → InsureioJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com