Tamarac CRM
InsuredMine
Transfer contacts, companies, activities, and more from Tamarac CRM to InsuredMine. 10 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Tamarac 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 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
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 Tamarac CRM to InsuredMine
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Tamarac CRM to InsuredMine.
Explore other popular CRM migrations similar to Tamarac CRM to InsuredMine
Need to go the other way? We support bidirectional migrations.
InsuredMine → Tamarac CRMJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
