InsuredMine to HubSpot
Insurance-focused sales CRM, marketing automation, analytics and client mobile app platform for agencies.
InsuredMine data can move into HubSpot, landing mainly in Sales Hub. 2 of 7 mapped objects move directly (Customers / Accounts (contacts, households) and Deal cards / pipelines / stages); 3 items need manual work and 2 do not move. Plan roughly 2-4 weeks for a small move and 8-16 weeks for a large one.
Migration checklist for InsuredMine
Three phases, specific to this system. Tick steps off as you go.
Before
0 of 5 doneDuring
0 of 5 doneAfter
0 of 5 doneWhat will it take?
No price list: cost follows volume, custom objects and how much logic must be rebuilt. Answer four quick questions for a planning range.
The three scenarios
Small migration
up to 5k contacts
One pipeline, a CSV or vendor export.
Mid migration
5k-50k contacts
Several pipelines, AMS decoupling, campaign rebuild.
Large migration
50k+ contacts
Multi-agency, custom household objects, compliance review.
What moves the number
Timeline ranges are planning estimates, not a quote. A partner confirms scope after discovery.
Access, mapping and limits
Start with how data leaves InsuredMine: what you need to get in, what lands in HubSpot, and what will not.
REST API (inferred; object list described by third-party integrator, no official docs found)
Choose your route
How will you move the data?
No native connector was found.
- You need: To confirm
- Permission: To confirm
Native imports often bring over only some data, so check coverage per object in the mapping below.
Export each object, clean it, then import it into HubSpot.
- Third-party-described API extraction of deal cards, quotes, accounts, pipelines, agents and customers
- Two-way sync with agency management systems (HawkSoft, NowCerts, QQ Catalyst, AMS360), so policy data may be recoverable from the AMS
- Zapier integration listed by vendor
Limits: To confirm
Migration and sync tools can move more than a plain import. Confirm which objects each one supports before you choose.
Best when volume is high, custom objects are many or automation is heavy. That is the Large scenario: 8-16 weeks, usually phased.
Talk to a partnerWhere each object lands
In InsuredMine
In HubSpot
Hover or tap anything on the left to see where it lands.
| Source object | In HubSpot | Moves | Notes |
|---|---|---|---|
| Customers / Accounts (contacts, households) | Contacts | yes | Fields listed include name, address, DOB, email, phone, role and agent. Household grouping would need a Companies or custom object design. |
| Accounts (households/businesses) | Companies | partial | Account ID exists. Household-to-Company or custom-object mapping is an analyst decision. |
| Deal cards / pipelines / stages | Deals | yes | Deal cards carry stage, expected close date, agent and category. Pipelines map to HubSpot deal pipelines. |
| Quotes | Quotes | partial | Only ID, status and value are listed. Insurance quote detail is unlikely to map to HubSpot quotes, so consider custom properties. |
| Agents / advisers | Contacts | partial | Agents are users in InsuredMine. Map them to HubSpot owners and set owner IDs on records. |
| Notes, tasks, SMS, email, call logs | Notes | partial | These sync to the AMS, so check whether the AMS or an API pull is the better source. Tasks, Calls and Emails are the matching HubSpot objects. |
| Policies, vehicles, drivers, coverages | Custom objects | manual | Policy data is held by the AMS. Per the scope note, keep it in the specialist system. |
What to expect
These stay in the AMS or specialist system.
Must be rebuilt as HubSpot workflows and sequences. No export of the logic was found.
Campaign logic is platform-specific.
No documented native household object. HubSpot needs Company associations or a custom object.
No public API or export documentation was found.
Request an API key or a full data export from InsuredMine in writing.
Pause the integration before cutover and keep the AMS as the system of record.
Limit which properties are migrated and restrict access in HubSpot.
Data governance and compliance
Decide what is allowed to move before anything is exported. Tick each gate once it is agreed.
How we researched this page
How much to trust each section, and where it comes from.
Product, integrations and API object list are supported by vendor, partner and third-party pages. I found no official InsuredMine API docs, export help article, auth method or rate limit, and no HubSpot connector docs. Object mapping and the checklist rest on category-level knowledge.
Sources
Related migrations
Frequently asked questions
How do I migrate InsuredMine to HubSpot?
1. Ask InsuredMine support for an API key or export covering customers, deal cards, quotes, pipelines and agents. 2. Identify which AMS (HawkSoft, NowCerts, QQ Catalyst or AMS360) is connected and treat it as the policy source. 3. Inventory pipelines, deal stages and categories for mapping to HubSpot deal pipelines. 4. Export agent lists and match them to HubSpot users and owners.
What data can move from InsuredMine to HubSpot?
These objects move directly: Customers / Accounts (contacts, households) and Deal cards / pipelines / stages. Check the mapping table for partial and manual items.
What does not move from InsuredMine to HubSpot?
Policy administration and carrier policy records and Automation and drip campaign logic. Plan to rebuild or retire these.
How long does a InsuredMine to HubSpot migration take?
Small (up to 5k contacts): 2-4 weeks. Mid (5k-50k contacts): 4-8 weeks. Large (50k+ contacts): 8-16 weeks. These are planning estimates, not a quote.
What compliance issues apply when moving InsuredMine data?
Check: Insurance policy and financial data, Driver's licence numbers and Possible health or minors' data held in insurance records. Agree consent, retention and access rules before exporting.
Moving InsuredMine into HubSpot?
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Talk to a partner