The Magic Wand for Application Analyst and Conversion Teams
to Keep Up With the Workload
Finish acquisition integrations and book imports without the manual data grind. Remap a field or change a conversion parameter and see exactly how it comes through in your test Agency Management System, in real time.
Power Up Your Overworked Teams
RecordLinker gives your Application Analysts, Financial Teams, and Conversion Analysts the automation and workflows to finish weeks of work in an afternoon.
10x Your Application Analysts and Financial Teams’ Speed
- Reclaim weeks of Enterprise Admin time
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Run mass changes across:
Employees,Companies,Structures,Commissions,Contacts,Lines, and more -
Selectively reassign Servicing Teamsfor whole books between multiple employees
Speed Up AMS Vendor Conversions with Auto-Mapping
-
Auto-map
Companies,Brokersetc. forOldNeworSmartMapconversions - 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
- Have AI suggest column mapping and data transformations, finalize in 3 days
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Let analysts build transformations in a
visual UI– no scripts or SQL joins - Preview every transformation or mapping change in real time directly in your test AMS instance
Run Enterprise-Ready Update Workflows
- Stage, review, approve, sync. A four-step approach that gives you control before any changes reach your AMS.
- Templates your Enterprise Admin and Application Analyst Teams reuse. Built specifically for tasks like
Reassignments,Structurechanges, andPr/Brupdates. - 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.
Run Agency-Wide Changes at Scale
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.
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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