Rip and replace your competition.

Migration Playbooks

Complex, one-time data migrations without the army of consultants or the six-month timeline. Rubie makes migration a revenue lever, not a bottleneck.

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Migrations are where
deals go to die

Every B2B SaaS company has heard it: "We love the product — but we can't move off [legacy system] without losing our historical data."

Services firms charge six figures per migration and take months.

Your engineering team burns sprints on one-off data work.

Customer-led DIY turns into a failed implementation and a churned logo.

Traditional ETL can't reach the portal-locked sources migrations actually live in.

// The Result //

Migrations become the longest, most expensive, and most brittle part of onboarding — right when customer trust matters most.

Smarter migrations, built for the systems ETL forgot

Where APIs end, Playbooks begin

Portal-locked AMS, PMS, and EHR platforms. Carrier portals. Distributor dashboards. Legacy systems your ETL vendor quietly unsupports. Rubie extracts from all of them.

Workflows, not schedules

ETL moves data on a clock. Rubie logs in, navigates, submits forms, downloads statements, and executes multi-step processes on demand. Event-driven, not batch-bound.

Built to act and analyze

Don't just extract from one system - analyze, transform, and submit directly into another - across portals, across vendors, end to end.

· AMS Portal ·
· EHR System ·
· PMS Platform ·

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// playbook running //

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Set date range: Q1 2024
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What changes when migrations just work

10x faster onboarding.

Complex migrations that took months now complete in days or weeks. Customers go live faster. Time-to-value collapses.

A new revenue line, not a cost center.

Turn post-sales migration from a margin drag into a service you sell. Charge for what used to cost you money.

TAM you couldn't touch before.

Every deal you lost to "we can't get off the old system" is back in play. Expand into segments and verticals where migration was the barrier.

The anatomy
of a Rubie migration

// rubie //

Your customers are waiting on data that lives in a portal.

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