MoneyGuide
InsuredMine
Transfer contacts, companies, activities, and more from MoneyGuide to InsuredMine. 9 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your MoneyGuide to InsuredMine 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
#1-rated financial planning software
MoneyGuide (now Envestnet MoneyGuide) is a comprehensive financial planning platform that helps advisors create personalized plans by categorizing client goals into Needs, Wants, and Wishes. It offers interactive planning tools, retirement cash flow analysis, and Roth conversion calculators.
#1 rated in 2024 T3 Inside Information Survey
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
"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.
Ideal for: Insurance agencies seeking an add-on CRM to their existing agency management system with sales pipeline, marketing automation, and client engagement tools.
Two-way integration with major AMS platforms like HawkSoft
Marketing automation with drip campaigns and custom postcards
Goal management and KPI dashboards
Client mobile app for policy access
Learn more at
insuredmine.com
See exactly which data objects transfer from MoneyGuide to InsuredMine
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from MoneyGuide to InsuredMine.
Explore other popular CRM migrations similar to MoneyGuide to InsuredMine
Need to go the other way? We support bidirectional migrations.
InsuredMine → MoneyGuideJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
