
Kareo

AMS360
Transfer contacts, activities, and more from Kareo to AMS360. 9 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Kareo to AMS360 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

Cloud-based practice management for healthcare
Kareo, now Tebra, is a cloud-based electronic health records and practice management platform specifically built for independent medical practices, offering EHR, billing, patient engagement, and revenue cycle management.
Integrated EHR and practice management

Agency management built for growth
AMS360 is an agency management system by Vertafore designed for independent insurance agencies and brokerages to manage customer data, policies, claims, billing, and complex commercial lines. It features workflow automation, financial reporting, and bi-directional Salesforce integration.
Bi-directional Salesforce sync

"Agency management built for growth"
AMS360 is an agency management system by Vertafore designed for independent insurance agencies and brokerages to manage customer data, policies, claims, billing, and complex commercial lines. It features workflow automation, financial reporting, and bi-directional Salesforce integration.
Ideal for: Independent insurance agencies of any size seeking robust agency management with strong financial tools, policy tracking, and Salesforce integration.
Bi-directional Salesforce sync
Advanced accounting and commission tracking
Automated workflow and task management
Comprehensive policy and claims management
Learn more at
vertafore.com
See exactly which data objects transfer from Kareo to AMS360


Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Kareo to AMS360.
Explore other popular CRM migrations similar to Kareo to AMS360
Join hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com