SmartOffice
Insureio
Transfer contacts, deals, activities, and more from SmartOffice to Insureio. 12 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your SmartOffice to Insureio 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 for Advisors, Agents and BGAs for over 25 Years
SmartOffice by Zinnia (formerly Ebix) is a cloud-based CRM and agency management system for financial advisors, insurance agents, and brokerage agencies, offering contact management, investment tracking, and reporting.
Over 30 years of serving the financial advisory industry
The best CRM built by and for life insurance agents
Insureio is a cloud-based CRM platform specifically designed for life insurance agents, brokers, and advisors. It offers lead management, carrier quote integrations, electronic applications, marketing automation, and agency management tools.
Integration with 30+ carrier quote systems
"The best CRM built by and for life insurance agents"
Insureio is a cloud-based CRM platform specifically designed for life insurance agents, brokers, and advisors. It offers lead management, carrier quote integrations, electronic applications, marketing automation, and agency management tools.
Ideal for: Life insurance agents and brokers seeking a specialized CRM with carrier quote integrations, electronic applications, and marketing automation built for insurance workflows.
Integration with 30+ carrier quote systems
Electronic applications with e-signature support
Pre-built email marketing templates and campaigns
SMS and social media marketing capabilities
Learn more at
insureio.com
See exactly which data objects transfer from SmartOffice to Insureio
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from SmartOffice to Insureio.
Explore other popular CRM migrations similar to SmartOffice to Insureio
Need to go the other way? We support bidirectional migrations.
Insureio → SmartOfficeJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
