WealthEngine
NextAgency
Transfer contacts, companies, activities, and more from WealthEngine to NextAgency. 7 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your WealthEngine to NextAgency 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
Find Your Best Prospects with Wealth Intelligence
WealthEngine is a predictive analytics and wealth intelligence platform that helps nonprofits, financial services, luxury brands, and retail organizations identify high-net-worth prospects using data from over 60 sources covering 300 million profiles.
Wealth data from 60+ sources covering 300 million US profiles and 122 million households
Agency management for life and health insurance
NextAgency is an agency management system for life, senior, and health insurance agencies, integrating CRM, marketing, analytics, and commission tools with over 100 years of combined insurance industry expertise behind it.
#1 rated agency management software for life and health agencies on G2
"Agency management for life and health insurance"
NextAgency is an agency management system for life, senior, and health insurance agencies, integrating CRM, marketing, analytics, and commission tools with over 100 years of combined insurance industry expertise behind it.
Ideal for: Life, health, and benefits insurance agencies seeking comprehensive management with integrated commission tracking.
#1 rated agency management software for life and health agencies on G2
Integrated commission tracking with multi-tier splits
Email sync with IMAP, Outlook, and Gmail add-ons
Built-in marketing and drip campaign tools
Learn more at
nextagency.com
See exactly which data objects transfer from WealthEngine to NextAgency
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from WealthEngine to NextAgency.
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Need to go the other way? We support bidirectional migrations.
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Prefer email? talk@ambrstack.com
