NextAgency
Attio
Transfer contacts, companies, deals, and more from NextAgency to Attio. 9 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your NextAgency to Attio 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
Agency management for life and health insurance
NextAgency is an agency management system for life, senior, and health insurance agencies, integrating CRM, marketing, analytics, and commission tools with over 100 years of combined insurance industry expertise behind it.
#1 rated agency management software for life and health agencies on G2
The next gen of CRM
Attio is an AI-native CRM platform designed for modern go-to-market builders. It features a flexible, relational data model with email/calendar integration, powerful automations, real-time collaboration, and intelligent data enrichment for scaling businesses.
AI-native architecture with intelligent attributes
"The next gen of CRM"
Attio is an AI-native CRM platform designed for modern go-to-market builders. It features a flexible, relational data model with email/calendar integration, powerful automations, real-time collaboration, and intelligent data enrichment for scaling businesses.
Ideal for: Modern B2B companies and sales teams seeking an AI-native CRM with flexible data modeling and advanced automation.
AI-native architecture with intelligent attributes
Flexible relational data model
Real-time collaboration like Google Docs
Email and calendar integration
Learn more at
attio.com
See exactly which data objects transfer from NextAgency to Attio
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from NextAgency to Attio.
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