Source
MyCase

MyCase

Destination
InsuredMine

InsuredMine

CRM MigrationStarting at $500

Migrate from MyCase to InsuredMine

Effortlessly & Accurately

Transfer contacts, companies, deals, and more from MyCase to InsuredMine. 10 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 MyCase to InsuredMine 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

MyCase vs InsuredMine

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

Migrating from
MyCase

MyCase

The #1 legal practice and case management software

MyCase is a cloud-based legal practice management platform designed for small to midsize law firms, combining case management, client communication, billing, and CRM tools. It helps attorneys streamline client intake, lead management, and daily operations on a unified dashboard.

Founded 2010
Goleta, California, United States
Best for
Small BusinessMid-Market
Industries
LegalLaw Firms
Top Strength

Built-in CRM with lead capture and pipeline management

Migrating to
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

Your New CRM

Why InsuredMine is a great choice

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.

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

Industries
InsuranceInsurance AgenciesProperty & Casualty+2
Best For
Small BusinessMid-Market

Goal management and KPI dashboards

Client mobile app for policy access

Learn more at

insuredmine.com

Data Compatibility

What gets migrated

See exactly which data objects transfer from MyCase to InsuredMine

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

Core Objects

Contacts
Supported
Companies
Supported
Deals
Supported
Leads
Supported
Activities
Supported

Communication

Emails
Supported
Notes
Supported
Tasks
Supported

Advanced Features

Custom Fields
Supported
Custom Objects
Mapping Required
Products
Mapping Required
Quotes
Mapping Required
Documents
Supported
Campaigns
Mapping Required

Specialized

Tickets
Mapping Required
Invoices
Not Available
Subscriptions
Mapping Required

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

FAQ

MyCase to InsuredMine Migration FAQ

Common questions about migrating from MyCase to InsuredMine.

Related Migration Paths

Explore other popular CRM migrations similar to MyCase to InsuredMine

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