Tamarac CRM
Insly
Transfer contacts, companies, activities, and more from Tamarac CRM to Insly. 9 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Tamarac CRM to Insly 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 designed for independent advisors
Tamarac CRM by Envestnet is a web-based relationship management system built on Microsoft Dynamics, designed specifically for Registered Investment Advisors (RIAs) with deep integration into portfolio management, reporting, and trading tools.
Deep integration with Envestnet Tamarac Reporting and Trading
Low-risk insurance software for brokers and MGAs
Insly is a cloud-based, low-code insurance software platform for MGAs, insurers, and brokers. It provides policy issuing, billing, administration, CRM, reporting, claims management, and multiple quoting functionalities.
Low-code platform for rapid product configuration
"Low-risk insurance software for brokers and MGAs"
Insly is a cloud-based, low-code insurance software platform for MGAs, insurers, and brokers. It provides policy issuing, billing, administration, CRM, reporting, claims management, and multiple quoting functionalities.
Ideal for: Insurance brokers, MGAs, and insurers seeking a flexible, API-first insurance software platform with low-code configuration and quick deployment.
Low-code platform for rapid product configuration
API-first architecture with open APIs for integrations
End-to-end policy lifecycle management
Standalone API-based rating engine
Learn more at
insly.com
See exactly which data objects transfer from Tamarac CRM to Insly
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Tamarac CRM to Insly.
Explore other popular CRM migrations similar to Tamarac CRM to Insly
Join hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
