Planports CRM
InsuredMine
Transfer contacts, companies, deals, and more from Planports CRM to InsuredMine. 12 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Planports CRM 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
CRM, process management, and pre-accounting
Planports CRM is a cloud-based platform combining customer relationship management, process management, project tracking, and pre-accounting tools. It serves businesses across various industries with task management and workflow automation.
Integrated CRM with project and task management
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 Planports CRM to InsuredMine
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Planports CRM to InsuredMine.
Explore other popular CRM migrations similar to Planports CRM to InsuredMine
Need to go the other way? We support bidirectional migrations.
InsuredMine → Planports CRMJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
