Riskalyze
Leadsurance
Transfer contacts, deals, activities, and more from Riskalyze to Leadsurance. 7 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Riskalyze to Leadsurance 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
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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
The Growth Platform for Wealth Management Firms
Nitrogen (formerly Riskalyze) is a growth platform for financial advisors and wealth management firms, providing risk tolerance assessment, portfolio analytics, proposal generation, and client engagement tools powered by the proprietary Risk Number technology.
Proprietary Risk Number based on Nobel Prize-winning framework
Free simple CRM for insurance agents
Leadsurance offers a free, spreadsheet-based CRM solution for insurance agents built on Google Sheets, along with chatbots and marketing resources. It provides a simple, no-frills approach to lead tracking and customer management for agents who prefer familiar Excel-style interfaces.
Completely free Google Sheets-based CRM
"Free simple CRM for insurance agents"
Leadsurance offers a free, spreadsheet-based CRM solution for insurance agents built on Google Sheets, along with chatbots and marketing resources. It provides a simple, no-frills approach to lead tracking and customer management for agents who prefer familiar Excel-style interfaces.
Ideal for: Independent insurance agents seeking a simple, free CRM solution with spreadsheet-style tracking and basic marketing resources.
Completely free Google Sheets-based CRM
132 insurance marketing ideas included
Simple interface for non-technical users
Chatbot solutions for lead generation
Learn more at
leadsurance.com
See exactly which data objects transfer from Riskalyze to Leadsurance
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Riskalyze to Leadsurance.
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Need to go the other way? We support bidirectional migrations.
Leadsurance → RiskalyzeJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
