Applied Epic Data Conversions, Handled From Backup to Verified Import
We manage the complete technical conversion of your insurance agency data into Applied Epic. We coordinate and secure the source-system backup, restore the database, extract and transform the data, prepare Applied Epic BOB-ready import files, run the import process, reconcile the results, and support first-run verification. Your team stays focused on the acquisition and the integration while we handle the data conversion.
Built for insurance agencies, brokerages, aggregators, and acquisition teams that need experienced conversion capacity without building another internal department.
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Source Formats Supported
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Records Converted
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Years of Experience
The Problem
Your Acquisition Team Should Not Have to Become a Data Conversion Team
Closing an insurance agency acquisition is only the beginning. The acquired book may sit in a different AMS, a different database structure, and years of inconsistent codes, carrier names, policy records, contacts, activities, and attachments. Internal implementation teams are often expected to restore backups, interpret unfamiliar schemas, manage mapping workbooks, resolve import failures, and validate the result — while still supporting the rest of the organization.
We take ownership of that technical workload. You get the people, process, and conversion platform to move your acquired data into Applied Epic with documented validation and clear handoffs.
Book a Free Data ReviewThe .BAK file is 40 GB and nobody has a running SQL Server to restore it.
The Paradox or FoxPro database uses a format that hasn't been supported since Windows XP.
The vendor's export tool skips attachments, notes, and 10 years of activity history.
Field names in the source don't match the target system's import template — at all.
Duplicate records, orphaned relationships, and bad date formats will fail on import.
The original software vendor is gone — no documentation, no support, no export path.
What We Do
Legacy data, safely converted.
Data Engineering & Conversion
Custom ETL pipelines, schema mapping, and transformation for complex legacy data — SQL Server, Paradox, DBF, Access, and beyond.
- Multi-format parsing & extraction
- Field mapping & normalization
- Validation rules & exception reporting
API & Connector Development
Custom connectors and integrations for business platforms, SaaS tools, and systems with no native export capability.
- REST & SOAP API extraction
- Real-time sync pipelines
- Custom connector scripting
Process Automation
Automated workflows that move, clean, and validate data at scale — reducing manual work and eliminating human error.
- Headless browser automation
- Scheduled conversion tasks
- Cross-platform workflow orchestration
Supported Sources
We work with the databases most vendors won't touch.
If your data lives in one of these formats — or something we haven't listed — send us a sample. Undocumented legacy systems, proprietary exports, and poorly structured data are exactly where we add the most value.
SQL Server BAK
.bak
Paradox Database
.db / .px
DBF / FoxPro
.dbf
Microsoft Access
.mdb / .accdb
SQLite
.sqlite
PostgreSQL
.sql / .dump
Excel Spreadsheet
.xlsx / .xls
CSV / Fixed-Width
.csv / .txt
JSON Data
.json
XML Data
.xml
API / Web Service
REST / SOAP
Custom Export
any format
Don't see your source system?
Undocumented, unknown, and poorly exported data is our specialty. Send us a file or describe the system and we'll tell you exactly what's possible — no commitment required.
Send Us a SampleThe Process
One Partner From Source Backup Through First-Run Verification
Scope and deliverables vary by source system, available backup, data domains, and whether the project is a BOB import, OldNew mapping engagement, same-system consolidation, or broader conversion.
Backup & Intake
Confirm the source system, conversion scope, backup requirements, secure transfer method, and delivery schedule.
Restoration & Assessment
Restore the source backup, inspect its structure, inventory the available data, and flag early data-quality or scope risks.
Extraction & Mapping
Extract the required records, normalize values, map source fields and entities, and document exceptions.
BOB Preparation
Transform approved data into the exact column structure, naming, and file organization required for the Applied Epic import.
Import & Exceptions
Run the conversion through the applicable BOB import process, capture results, correct actionable exceptions, and prepare reruns.
Reconciliation
Reconcile source counts, output counts, successes, failures, exclusions, and exceptions; support first-run verification.
Handoff & Audit
Deliver final import files, reconciliation reports, exception documentation, and a clear record of what changed.
How We're Different
More Than Conversion Software. More Than Advice.
| Approach | What you get | Work left for you |
|---|---|---|
| Mapping software | A platform for internal analysts | Staff the project, restore and interpret data, build transformations, run imports, reconcile results |
| Advisory consulting | Guidance, planning, and recommendations | Execute much of the technical conversion and exception work |
| InsurCore | Hands-on backup restoration, conversion engineering, BOB preparation, import execution, reconciliation, and verification support | Provide decisions, approvals, source access, and destination requirements |
We extend your established data team, or become your fractional conversion team if you don't have one. The engagement scales with your acquisition pipeline, so you don't have to recruit, train, and retain a permanent conversion bench.
Acquisitions
Built for Insurance Agency Acquisitions and AMS Consolidation
For PE-backed platforms, aggregators, and acquisitive brokerages, data conversion is not a one-time IT task. It is a repeatable integration capability. Every acquired agency can introduce a different AMS, schema, naming convention, data-quality profile, and deadline.
We help you build dependable conversion capacity across your acquisition pipeline. We take on the technical execution, provide consistent reconciliation and handoff documentation, and work with your stakeholders to move acquired books toward a unified Applied Epic environment — so your leadership can concentrate on employees, clients, carriers, operational alignment, and value creation after close.
Acquisition Data Migration DetailsFractional Team / No Internal Team?
You Do Not Need to Build a Conversion Department
We operate as your fractional Applied Epic data conversion team and database administrator, or lead the conversion workstream as your outsourced project manager — backup restoration, data extraction, mapping, import preparation, reconciliation, recurring conversion calls, and status reporting — without adding another permanent department.
Systems We Convert
Convert Data From the Insurance Systems You Acquire
Insurance is our deepest and most-established vertical. We've converted policies, clients, activities, attachments, and accounting records across major AMS platforms into Applied Epic with record-count-verified output files.
Get Started
Bring Us the Backup. We Will Help Carry the Conversion Across the Finish Line.
Whether you need overflow capacity for one acquisition or a repeatable conversion partner across an active pipeline, we'll help you define the scope, inspect the source data, and build a practical path into Applied Epic.