Painless Migration to AMS360
Applied Epic, TAM, Vision, Gen4, EZLynx, ConceptOne and all the rest) and the destination Vertafore AMS (AMS360, BenefitPoint, Sagitta, AIM) – the conversion process looks very different and requires your conversion team to work with different file formats and vendor conversion systems. 
How Your Conversion Process Looks Now for AMS360
How Your Conversions Become Painless with RecordLinker
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 Converting Into AMS360
Your Team Gets The Luxury Hotel Experience
Faster Conversions with Machine Learning
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)
Search AM Best and Understand The Current Industry Outlook
Collaboration Options and Attachments
comments, apply labels, 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
— Meg Schuldt Trucordia, Business Support Specialist
Trusted by Top US P&C Insurance Brokers
We work with some of the industry best brokers, helping our clients speed up Data Conversion Projects and Ongoing Data Governance.
RecordLinker helps brokers handle data at scale in ways specific to their systems.
Converting acquired AMS data to your AMS360 requires mapping companies and entities between systems – finding records that appear under different names but mean the same company. Only then can you finalize the migration via SmartMap conversion portal to match policy details to your destination records.
RecordLinker automates up to 90% of this process with Machine Learning and integrates via API with your AMS360 and Vertafore's SmartMap. RecordLinker doesn't require a full AMS database backup, allowing you to start mapping from day one.
RecordLinker, as Vertafore's Orange Partner, allows you to start pre-mapping companies from day one without waiting weeks for the AMS backup file to be restored. You can begin working with just an Excel report from the source AMS, giving you a two-month head start on identifying and resolving data problems.
RecordLinker's integration with both AMS360 and Vertafore's SmartMap lets you sync all your pre-mapped records with a single button click once the database is restored in the conversion portal.
SmartMap is Vertafore's data conversion portal and mapping tool used during AMS360 migrations to establish relationships between source and destination records.
Typically, migration teams must wait weeks for the database backup to be restored before they can begin mapping work in SmartMap. RecordLinker integrates with your AMS360 and SmartMap, allowing pre-mapped records to be synced once the database is restored, enabling teams to start mapping work immediately rather than waiting for the conversion portal to be ready.
RecordLinker presents AMS360 company records in a hierarchical tree view, eliminating the need to manually check each company to discover its parent or children.This visualization allows you to instantly understand what belongs where with a single glance.
The system also automatically maps parent and child records using confidence scoring, requiring only your approval of the ML's decisions. This approach dramatically reduces the time needed to properly structure company relationships in your AMS360 migration projects.
RecordLinker supports migrations to AMS360 from virtually any agency management system, including Applied Epic, TAM, Vision, Gen4, EZLynx, ConceptOne, NowCerts, and other industry-specific systems.
The platform is source-system agnostic with automatic format recognition that adapts to different data structures regardless of the source system format.
This flexibility makes RecordLinker particularly valuable for insurance brokers that have acquired multiple agencies using different systems and need to consolidate them into AMS360.
RecordLinker multiplies what your own data team can accomplish. Unlike consultants who charge hourly and typically work manually, RecordLinker's ML automates up to 90% of record mapping, reducing both time and cost.
Your team maintains control and institutional knowledge throughout the process, while gaining ongoing data management capabilities for AMS360 that extend beyond the initial migration. The platform also provides transparency into the mapping process, allowing you to understand and verify every decision.
As a Vertafore Orange Partner, RecordLinker works alongside Vertafore's Professional Services team during AMS360 migrations.
While Vertafore Professional Services' consultants handle the necessary AMS database backup restoration and finalization of the technical migration setup, RecordLinker enables data mapping work to begin immediately with just basic reports from the source system.
Once Vertafore's team completes the DB restoration in SmartMap, all pre-mapped records can be synced with a single button click, creating a smooth time-efficient process that reduces manual work for both your internal team and Vertafore's professionals.