Data Solutions for Insurance Brokers

Brokers deserve data solutions that keep up with their growing needs. The scale of your operations and ambitions for growth may slow you down. Recordlinker helps brokerages reduce bottlenecks in two areas:

System Conversions – getting acquired agency data or books into your AMS (Applied Systems' OldNew, Vertafore SmartMap, and full DB backup conversions).
Enterprise Administration – managing multiple records at once: employees, permissions, structures, reassignments as well as companies, brokers, contracts, and commissions.

Core Use Cases of RecordLinker

No-Code AMS Conversions

Bulk Enterprise Administration

AMS Vendor Partnerships

Core Data Use Cases for Brokers

Agency Management System Conversions and Book of Business Imports
Bulk-updates across hundreds of records for Enterprise Admins
Quick data quality checks for Mergers and Acquisitions teams
Data consolidation for other internal systems and third party vendors (sales, HR, and more)

Agency Management System Conversions

Brokers deal with a variety of source and destination systems: Applied Epic, AMS360, HawkSoft, Vision, Gen4, EZLynx, ConceptOne, BenefitPoint, TAM, Sagitta, AIM.

RecordLinker handles conversion logic preparation, source-desitination value linkages, business rules validation, and file generation – regardless of the system your are converting.

Our data solutions for conversions reduce manual workload by thousands of hours. RecordLinker handles company linkages, assists in transformations and mapping, and generates final output in your format.

The platform helps with collaboration through assignable projects, comments, labels, and attachments. Your Conversion Team gets access to AM Best tree and data quality checks for companies.

Vendor Conversions with Auto-Mapping

Full System Conversions with RecordLinker Cognition

Book of Business Imports Made No-Code

How It Feels To Use RecordLinker for Conversions

“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

M&A Data Quality Checks

M&A teams often lack the technical ability to perform a data quality check. Purchasing an agency that had extremely poor data governance may result with unpredictable data conversion pipeline. With RecordLinker, your M&A team can utilize our ML to obtain a data quality report during due diligence within minutes.

Agency Management System Administration

Your Enterprise Administrators or Application Specialists are currently spending hours and on click-by-click updates. All that UI grind to create or update several records.

RecordLinker turns admin labor into quick bulk update runs. Your admins modify multiple records, avoiding unnecessary navigation and hundreds of clicks per task.

Boost Your Admin Core Controls for Scale and Speed

Admins handle many more day-to-day tasks. To undestand what RecordLinker can do in your system, visit the pages for Applied Epic controls and Vertafore AMS360 controls. Supported admin features differ between AMS vendors.

Our admin enhancements keep growing to help brokers with many more settings across companies, employees, contacts, accounts, policies, and lines.

Bulk Employee Management

No more weeklong employee-by-employee and updates. Add 100 in an hour instead.

Workload Reassignments

Update servicing teams on 200 clients and 1000 lines when an employee retires.

Structure Groups Management

Centrally review and bulk-edit structures for multiple employees at a time.

Applied Certified Integration Partner

Supercharge Applied Epic conversions with ML-linked OldNew mappings two months before your deadline. Automate transformations for standardized book imports or full DB backup conversions with instant previews in your test Epic instance.

Boost your Enterprise Admins with bulk-update engine Two-way sync and management for: Servicing Teams, Employees, Structures, Companies, Brokers, Contacts, and more!

Vertafore Orange Partner

We synchronize your companies, Lines of Business, employees, and many more via API from the AMS360 in real-time, so that our platform and your Conversion Team and Admins always work on the latest official set of AMS360 records synced from your system.

We integrate with SmartMap – so that you can start your migrations without waiting for backup to be restored in the conversion portal.

Your Data Teams Get the Luxury Hotel Experience

RecordLinker gives Conversion Teams and Enterprise Admins a consistent process rather than a collection of laborious tasks. Our platform ensures data expets don’t waste time on grunt work, manual transformations, or lengthy navigation.

Your Conversion Analysts and Business Systems Analysts benefit from:

ML linkages, matching up to 90% source/desination disparate company names
AI-assisted transformations without Excels and SQL joints
Previews in your test environment for custom conversions
Reusable conversion logic that learns from your projects
Project management and collaboration features

Your Enterprise Administrators and Application Specialists get:

Bulk creation and updates for workflows from employees, reassignments, structures,
Admin interface that groups settings in a single view without multi-step navigation
Templates they can safely pass to supervisors and managers for permission configuration
Easy sync between RecordLinker and Applied Epic or AMS360 without disruption
Audit trail and history of changes

Find Your Use Case

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