Painless Migration to Applied Epic

Agency Management System migrations come with all sorts of challenges. Depending on the source system (AMS360, Sagitta, TAM, Vision, Gen4, EZLynx, ConceptOne and all the rest) and the destination AMS (Applied Epic) – the conversion process can vary a lot and requires your conversion team to work with different file formats and vendor conversion systems.

How Your Conversion Process Looks Now

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 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 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 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.

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 Applied Epic, 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.