Smart Conversions
and Core System Operations

Migrate Agency Management Systems to your Applied Epic and Vertafore AMS360 with the help of ML.
Correct, adjust, and reassign thousands of records. Without one-by-one edits. Workflows and tools built for your insurance agency’s Enterprise Admins and Financial Teams.
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Power Up Your Overworked Teams

RecordLinker gives your Conversion Analysts, Enterprise Admins, and Financial Teams the automation and workflows to finish weeks of work in an afternoon.

Speed Up AMS Vendor Conversions with Auto-Mapping

RecordLinker - OldNew auto-mapping for Applied Epic - SmartMap auto-mapping for AMS360
Increase Conversions Throughput
  • Auto-map Companies, Brokers etc. for OldNew or SmartMap conversions
  • Pre-map values 2 months in advance (no waiting for DB backup restoration)
  • Work as a team: assign, attach, comment, label, manage projects

Build AI‑Assisted Conversions with RecordLinker Cognition

RecordLinker Cognition - system conversion logic for Agency Management System conversions - automated column mapping and transformations
Power Up Data Teams with AI

Change How You Operate Your Agency Management System

RecordLinker - bulk edit engine - enterprise administration for Applied Epic and AMS360
Change 1,000s of Fields in One Go
  • Reclaim weeks of Enterprise Admin time
  • Run mass changes across: Employees, Companies, Structures, Commissions, Contacts, Lines, and more
  • Selectively reassign Servicing Teams for whole books between multiple employees

Run Enterprise-Ready Update Workflows

Turn ongoing administration into a reliable process, not a series individual field changes across 1,000s of objects in the core system UI.

  • Stage, review, approve, sync. A four-step approach that gives admins control before any changes reach your AMS.
  • Templates your Admin Teams reuse. Built specifically for tasks like Reassignments, Structure changes, and Pr/Br updates.
  • Two-way sync with Applied Epic and AMS360. Approved changes delivered to your Agency Management System in minutes.

Explore Use Cases and Helpful Resources

Visit these pages to learn more.

Reduce System Conversion Timelines

Manage Your AMS with Bulk Edits

In Use by Top US P&C Insurance Brokers

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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.

data-insurtech-insurance-broker-ams360-vertafore-orange-partner-recordlinker

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.

recordlinker-data-insurtech-insurance-carrier-guidewire-insurtech-vanguards-program-partner

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.

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

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