NextAgency
Insightly
Transfer contacts, companies, deals, and more from NextAgency to Insightly. 9 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your NextAgency to Insightly 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
Modern, scalable CRM teams love
Insightly is a cloud-based CRM platform designed for small to mid-sized businesses, combining traditional CRM with project management capabilities. It provides contact and lead management, sales pipeline tracking, and workflow automation.
Integrated project management with CRM
"Modern, scalable CRM teams love"
Insightly is a cloud-based CRM platform designed for small to mid-sized businesses, combining traditional CRM with project management capabilities. It provides contact and lead management, sales pipeline tracking, and workflow automation.
Ideal for: Small to medium-sized teams that need an integrated CRM with project management features for managing complex sales and service workflows.
Integrated project management with CRM
Strong email and calendar integration
Workflow automation capabilities
RESTful API with Python SDK support
Learn more at
insightly.com
See exactly which data objects transfer from NextAgency to Insightly
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from NextAgency to Insightly.
Explore other popular CRM migrations similar to NextAgency to Insightly
Need to go the other way? We support bidirectional migrations.
Insightly → NextAgencyJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
