Migrate your Insureio Cases to HubSpot flawlessly.
Move your entire insurance book of business from Insureio to HubSpot using our proprietary transformation layer. We preserve policy history, carrier details, and agent hierarchies with 100% data fidelity without manual data entry.
Why leading agencies choose SuprSwitch over CSV exports.
Insureio's complex insurance relationships require more than a simple spreadsheet import to maintain data integrity.
Policy-to-Contact Linking
Automatically link multi-policy owners and beneficiaries to a single HubSpot contact record without creating messy duplicates.
Historical Timeline Retention
Migrate years of underwriting notes, phone logs, and status changes directly into the HubSpot activity timeline.
Custom Field Mapping
Map insurance-specific fields like Carrier, Face Amount, and Premium Type to HubSpot custom properties with zero data truncation.
Zero Data Loss Guarantee
Our in-house engine ensures even niche data like Paramedical exam dates and policy delivery requirements are transferred.
Full-Spectrum Data Coverage.
Our transformation layer maps every Insureio data point to HubSpot's flexible CRM objects.
The Transformation Advantage.
Our in-house engine handles the complexity of insurance data without the limits of traditional migration tools.
Native Schema Mapping
Private EngineWe analyze your specific Insureio configuration to create a direct mirror in HubSpot without relying on standard export files.
Direct Data Extraction
High FidelityExtract complex insurance data structures directly, ensuring multi-object relationships remain intact.
Encrypted Transformation
SecureOur proprietary pipe uses enterprise-grade encryption to protect sensitive client health and financial information during transit.
Data Synthesis Layer
AutomatedMerge multiple Insureio fields into unified HubSpot properties to simplify your new reporting dashboards.
100% Data Fidelity Guarantee
We verify record counts and field values in before sign-off. Any discrepancy is fixed before you go live.
30-Day Post-Migration Support
A dedicated migration engineer is available for 30 days post-launch to fix any data issues that surface after your team starts using.
SOC 2 Compliant Process
Data is encrypted in transit and at rest. We never store your credentials — OAuth tokens are used and revoked per migration.
A Structured Migration Blueprint.
Our systematic process ensures your insurance data arrives in HubSpot ready for production.
Proprietary high-speed data piping for large policy databases.
Automated cross-object validation for policy-to-contact accuracy.
Preservation of complex multi-agent commission relationships.
Beyond Automation: In-House RevOps Experts
Our proprietary engine handles 99% of the heavy lifting, but every CRM has strict platform limitations. When HubSpot restricts automated imports for complex workflows or proprietary activity history, our in-house RevOps professionals step in.
We manually rebuild the business logic that machines can't touch, ensuring your new environment is perfectly tuned and ready for your sales team on day one.
What our experts handle manually:
Complex Workflows & Automations
Automated engines cannot migrate business logic. We manually translate and rebuild your HubSpot automations natively in HubSpot.
Restricted Activity History
Some historical data types are locked by HubSpot. Our team uses creative data-structuring to ensure no context is lost.
Custom Object Architecture
When standard mapping isn't enough, we architect and deploy custom objects in HubSpot to match your exact sales motion.
Choose the Migration Plan That Fits Your Business
Whether you want complete control or expert guidance, we’ve got you covered.
Self-Service
$499
Starting price, up to 50,000 records
Access to all supported CRMs
Free Sample migrations
Real-time Preview
Migration Analytics Report
Guided Migration
$999
Starting price, varies on volume.
Everything in Self-Service +
Selective Data Migration
Expert Migration Guidance
Data Mapping Support
Data Quality Management
Custom Migration
$Talk to us
Custom quotes for complex migrations.
Everything in Guided Migration +
Complex Field Transformations
Industry-Specific Customizations
Legacy System Integration
Complex Data Filtering