Painless Conversions and Core System Control
Migrate Agency Management Systems to your Applied Epic and Vertafore AMS360 with the help of ML.
Supercharge ongoing management of Client Servicing Teams, Employees, Companies, Brokers, Access Rights etc. with a bulk-friendly interface designed specifically for admin efficiency.
Meet RecordLinker: Data Forklift For Your Overworked Team
Compress months of migration timelines into weeks. Transform weeks of admin work into days.
RecordLinker effectively becomes a multiplier for your key data functions.
Speed Up AMS Data Conversions
- Pre-map 2 months in advance – without full database backup restorations
- Auto-map input records with industry-specific Machine Learning
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Generate
Epic OldNew fileandpush into Verafore SmartMap in one click - Work as a team: assign, attach, comment, label
Simplify Ongoing Data Management
- Reclaim weeks of Enterprise Admin time
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Bulk create and edit employees, including setups of
View Others,Signature Rights,Structures,Login Timesetc. - Bulk create and edit Company or Broker contacts. Find outdated or misconfiugred companies.
-
Do
Servicing Team Reassignmentsby clients and for whole books
Cut Data Conversion Timelines by 50% with ML
Give your data team a powerful lever. Turn days of manual data mapping into hyper productive hours. Eliminate manual data labor in Excels.
Reclaim Admin Time with Bulk-Friendly Updates
interfaces, workflows, and templates that replace one-by-one updates. Enhance core system control with added bulk admin operations. Create Admin Approval Workflows and Audit Trail
Create a consistent way to send and track requests for changes that need additional approval. Raise compliance without email change requests and filling Word files.
Our Clients
Your Trusted Enterprise Tech Partner
RecordLinker lives up to industry standards and has gained recognition through partner programs and innovation spotlights.
Applied Certified Integration Partner
Supercharge conversions into your Applied Epic – use our ML to generate a full OldNew mapping two months prior to the deadlines. Enable your data admins with simplified data management thanks to a full two-way Applied Epic synchronization.
Vertafore Orange Partner
Use RecordLinker to prepare for a full migration of the acquired agency from Day 1, while our partners at Vertafore Professional Services work on copying the full database. Then, push mappings into SmartMap with just a click, and get ready for your preview.
Guidewire Insurtech Vanguards
RecordLinker was recognized as an innovative tool that meaningfully impacts data teams' quality of work when it comes to standardizing different spelling variants for the '30 yr fixed' mortgage name across carrier systems.
Featured Blog Posts
Ready for the Luxury Hotel Experience
in Data Migrations and Management?
When your team uses RecordLinker, they feel empowered and appreciated.
01
Customized POC
RecordLinker is pre-configurable! We will set up and tailor RecordLinker to suit your internal systems, processes, and naming conventions.
02
Check How It Works on Your Data
Give us a list of your golden records (list of companies etc.) from your core system.
We can also pull it via API from Applied Epic, Vertafore AMS360, BenefitPoint.
03
Machine Learning Does the Heavy Lifting for You
Our clients call it magic. The ML does its job in minutes. All you need to do then is to approve matches or edit them, and download the output file or sync to your destination system via API.
How It Feels To Use RecordLinker
“I just finished mapping all of First Fidelity. Once I got the hang of it, it went super fast. It’s a revelation! I feel like the program did all the work for me. If I have to go back to the old way of mapping ever, I’ll be so sad!”
— Meg Schuldt
Trucordia, Business Support Specialist
Contact us by form for a live demo with Q&A.
We will respond to set up a date.