Wise Agent
InsuredMine
Transfer contacts, deals, activities, and more from Wise Agent to InsuredMine. 10 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Wise Agent 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
The Best CRM for Top Real Estate Agents
Wise Agent is an all-in-one real estate CRM platform combining contact management, lead automation, transaction management, drip campaigns, and marketing tools designed specifically for real estate professionals.
Named Best Real Estate CRM of 2022 by Forbes Advisor
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 Wise Agent to InsuredMine
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Wise Agent to InsuredMine.
Explore other popular CRM migrations similar to Wise Agent to InsuredMine
Need to go the other way? We support bidirectional migrations.
InsuredMine → Wise AgentJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
