Painless Migration
to Applied Epic

Q: How can I convert acquired AMS data to my Applied Epic?

Migrating AMS data to your Applied Epic requires mapping companies and entities between systems and creating a properly structured OldNew report . RecordLinker automates up to 90% of this process with Machine Learning, provides a specialized interface for data conversion teams, syncs bi-directionally with Applied Epic, and automatically generates conversion formats required by Applied Systems.

Q: What is OldNew in Applied Epic?

An OldNew report is a specialized mapping file required by Applied Systems for data migrations to Applied Epic. It documents the relationships between source system records ("Old") and destination Applied Epic records ("New"). This file is critical for maintaining data integrity during migration and ensuring that all migrated entities like companies, contacts, and policies are properly linked to those in your system . RecordLinker automates the generation of accurate OldNew reports based on its Machine Learning-powered entity mapping.

Q: Which Agency Management Systems can be migrated to Applied Epic using RecordLinker?

RecordLinker supports migrations to Applied Epic from virtually any agency management system , including other installations of Applied Epic, AMS360, Sagitta, TAM, Vision, QQCatalyst, HawkSoft, EZLynx, and other industry-specific systems. Our platform is source-system agnostic , with input format recognition that automatically adapts to different data structures. This flexibility makes RecordLinker particularly valuable for insurance brokers that have acquired multiple agencies using different systems and need to consolidate them into Applied Epic.

Q: How does RecordLinker work with Applied Systems' Data Services Team during Applied Epic migrations?

As an Applied Certified Integration Partner , RecordLinker generates the precise OldNew report format that Applied's Data Services Team requires . Our platform handles the complex data mapping and standardization, while Applied Systems' experts manage the final data loading and configuration . This creates a complementary process that combines automated execution efficiency with vendor-supported implementation.

Agency Management System migrations often require your conversion analysts to work with different file formats.

Depending on the source system (AMS360, QQ, Hawksoft, Sagitta, TAM, Vision, Gen4, EZLynx, ConceptOne) the conversion to your Applied Epic may vary a lot.

Not all migrations are equal, some projects are more complex. First, here is what you need to know.

Three Ways of Converting Data to Your Applied Epic

Your conversion may require different effort to transform incoming data. RecordLinker handles all 3 scenarios from value to column mapping, giving you the required output format.

OldNew Value Mapping – the standard format, which requires matching companies and brokers from incoming data to those in your Applied Epic. RecordLinker auto-matches names and codes with ML. Your Business Systems Analysts approve linkages, and export a valid OldNew file.
Book of Business Import Utility – when you are loading a book. you need to transform columns and values to Import Utility’s format. Your analysts get a tool that helps them match records and build the payload structure.
Full System Conversions – whenever you need to transform all data structures. RecordLinker Cognition makes sense of messy spreadsheets or linked tables from DB backups. The platform assists in building entire conversion logic, and remembers it for future reuse. You get a real-time preview in your test environment.

How RecordLinker Helps in Conversions to Applied Epic

OldNew Conversions with Auto-Mapping

Full System Conversions with RecordLinker Cognition

Book of Business Import Utility Made No-Code

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!

How Your OldNew Conversion Process Looks Now for Applied Epic

Normally your data conversion analysts would only reveal problems when the database backup file is loaded into your conversion portal. It exposes them to discovering results of poor data governance, missing values, wrong carrier names, problems with LOBs, and all sorts of surprises at the worst moment possible. It may compromise your migration project – delaying the project or opening the team to overwork.

RecordLInker gives your data conversion team two great advantages:

Your conversion analysts get a chance to spot issues with data integrity and data accuracy beforehand. Thanks to that they can ask the original data administrators to address these issues right in the original system before its backup is taken for the conversion portal.
Your conversion projects can be executed from day 1. With as little as an Excel file, your data conversion team gets a headstart, because they can now pre-map companies and LOBs, and only import the results into your Applied Epic when the source AMS’s database gets restored.

How Your OldNew Conversions Become Painless with RecordLinker

With RecordLinker, you have additional 2 months of productive time to reveal any data problems and ask the acquired agency to address them. If anything is missing in your target AMS, you have plenty of time to create it in advance thanks to our integration with Applied Epic. This alone saves a ton of stress and further increases conversion teams’ throughput on top of our Machine Learning.

Save Stress Converting Into Applied Epic

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 – AMS360, Sagitta, TAM, Vision, EZLynx, Gen4, and more.

The process and the User Experience are 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 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 check our what our ML models suggest as the closest possible match, and 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 90% records for you.

Compare Your Applied Epic Carriers with AM Best Tree

We overlay your data onto the AM Best tree. You can always check which companies may be missing from your Applied Epic, and whether you are linking to a proper company.

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.

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 Enterprise Administration tasks.

RecordLinker helps brokers handle data at scale in ways specific to their systems.

How can I convert acquired AMS data to my Applied Epic?

Migrating AMS data to your Applied Epic requires mapping companies and entities between systems and creating a properly structured OldNew report.

RecordLinker automates up to 90% of this process with Machine Learning, provides a specialized interface for data conversion teams, syncs bi-directionally with Applied Epic, and automatically generates conversion formats required by Applied Systems.

What are the benefits of using RecordLinker for Applied Epic migration?

RecordLinker offers several key benefits for Applied Epic migrations:

Allows starting migrations from Day 1 without waiting for database restoration
Automates up to 90% of the mapping process with Machine Learning
Provides a specialized interface for data conversion teams
Syncs bi-directionally with Applied Epic through API
Generates OldNew reports required by Applied Systems
as a bonus, it opens your ongoing AMS data admnistration to enhancements

What is OldNew in Applied Epic?

An OldNew report is a specialized mapping file required by Applied Systems for data migrations to Applied Epic. It documents the relationships between source system records ("Old") and destination Applied Epic records ("New").

This file is critical for maintaining data integrity during migration and >ensuring that all migrated entities like companies, contacts, and policies are properly linked to those in your system.

RecordLinker automates the generation of accurate OldNew reports based on its Machine Learning-powered entity mapping.

Which Agency Management Systems can be migrated to Applied Epic using RecordLinker?

RecordLinker supports migrations to Applied Epic from virtually any agency management system, including other installations of Applied Epic, AMS360, Sagitta, TAM, Vision, QQCatalyst, HawkSoft, EZLynx, and other industry-specific systems.

Our platform is source-system agnostic, with input format recognition that automatically adapts to different data structures.

This flexibility makes RecordLinker particularly valuable for insurance brokers that have acquired multiple agencies using different systems and need to consolidate them into Applied Epic.

How does RecordLinker compare to hiring migration consultants or BPO services for Applied Epic conversion projects?

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 Applied Epic that extend beyond the initial migration.

How does RecordLinker work with Applied Systems' Data Services Team during Applied Epic migrations?

As an Applied Certified Integration Partner, RecordLinker generates the precise OldNew report format that Applied's Data Services Team requires.

Our platform handles the complex data mapping and standardization, while Applied Systems' experts manage the final data loading and configuration.

This creates a complementary process that combines automated execution efficiency with vendor-supported implementation.