Data Solutions for Insurance Brokers

Insurance industry is complex. Companies use different AMS systems or adapt different naming conventions. This creates blind spots in business-wide analytics due to data fragmentation and requires a lot of effort devoted specifically to data standardization.

Bridging these gaps allows brokers to be smarter about their operations and secure better negotiating position for carrier commissions.

RecordLinker helps your data conversion teams and BI teams to overcome data challenges with insurance-specific Machine Learning. With our data solutions packaged into a single convenient tool you are able to reduce manual workload by thousands of hours and streamline various data standardization tasks through ML auto-mapping, dynamic remapping, clustering, collaboration options, handy in-app AM Best checks, and more.

Core Use Cases

Agency Management System Conversions

Brokers deal with a variety of source and destination systems: Applied Epic, TAM, Vision, Gen4, EZLynx, ConceptOne, AMS360, BenefitPoint, Sagitta, AIM. RecordLinker supports your data migrations regardless of the system and handles vast differences in naming conventions between brokers.

Data Mart Standardization

Data marts process data coming from different systems. This produces inconsistencies in product codes, loss causes, company names etc. – which in turn leads to fragmented reporting and gaps in analytics. RecordLinker can help your BI team establish proper connections to a unified golden record set for coherent reporting.

M&A Data Quality Checks

M&A team 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.


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 ML and your conversion team always work on the latest official set of AMS360 companies 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.

Save Stress During Broker Data Conversion

Your Team Gets The Luxury Hotel Experience

RecordLinker is super smart. It automatically recognizes file formats regardless of the source Agency Management System format you are converting from – Applied Epic, TAM, Vision, EZLynx, Gen4, and more. The process and the User Experience is the same no matter which system and the file format you are migrating from.

Convert companies, lines of business, employees, vendors, and many more with ease!

You get a modern UI that lets you manage different aspects of conversions in a single window. Full focus without switching tabs, looking for dropdowns, juggling multiple Excel spreadsheets, and toying with your browser.

Faster Conversions with Machine Learning

Forget about mapping each company/line of business/employee/vendor individually. RecordLinker uses confidence scoring to automatically map parent and child records. All you need to do is to approve the ML’s decision. If the ML is not sure about a proper match, then you can manually complete your mapping.

RecordLinker understands what you are trying to achieve, and will accordingly remap input records based on the changes you introduce to your golden records. Our tool learns from every completed conversion, and can get retrained with a single click – with time it will grow smarter to auto-map even up to 95% records for you.

Directly See Relationships Between Records (Tree Map)

You don’t have to manually check each company to discover its parent or children. We present your records in a hierarchical tree view, so you can easily understand what belongs where with a single glance.

Search AM Best and Understand The Current Industry Outlook

We overlay your data onto the AM Best tree. You can always check which companies may be missing from your AMS360, and whether you are linking to a proper company. You can search by NAIC or AMB identifier to see a complete history of changes for a specific company – including mergers and name changes.

Collaboration Options and Attachments

We know that conversions are a collaborative effort. You can mark items for investigation and make use of e-mail notifications to ensure a smooth workflow. RecordLinker allows you to leave comments and add attachments for specific input records. This way you can organize knowledge, keep your team updated, and allow coworkers to understand certain mapping decisions or special cases.

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
PCF Insurance Services, data conversion team

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