Painless Migration
to Applied Epic
AMS360, Sagitta, TAM, Vision, Gen4, EZLynx, ConceptOne and all the rest) and the destination AMS (your Applied Epic) – the conversion process can vary a lot and requires your conversion team to work with different file formats and vendor conversion platforms. 
How Your Conversion Process Looks Now for Applied Epic
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
integration with Applied Epic.
This alone saves a ton of stress and further increases conversion teams’ throughput on top of our Machine Learning. 
Applied Certified Integration Partner
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
Collaboration Options and Attachments
Trusted by Top US P&C Insurance Brokers
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.
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 reportsrequired by Applied Systems - as a bonus, it opens your ongoing AMS data admnistration to enhancements
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.
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.
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.
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.