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.
15+
Source Formats Supported
50M+
Records Converted
10+
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.
FAQ
Common questions
Can you handle data conversions for systems outside of insurance platforms?
Absolutely. While InsurCore is built for the insurance industry, our data migration capabilities extend across virtually any system. We develop custom conversion scripts for a wide range of formats, including SQLite, T-SQL, PostgreSQL, CSV, XLSX, native backups (such as .BAK files), and compressed archives like TAR and ZIP. If your data exists, we can extract, transform, and migrate it—regardless of platform.
What is an Appled Epic BOB (Book of Business Tool) Data Conversion?
An Applied Epic Book of Business Import Tool (BOB Tool) Data Conversion is the process of migrating all your agency's policy, client, and account data from one AMS (Agency Management System) to another. InsurCore specializes in Applied Epic BOB imports, handling everything from data extraction and field mapping to validation and final delivery. Our team then runs the BOB conversion tool, supports the Applied Epic upload, and performs first-run verification to identify and resolve conversion issues.
Which systems can you convert data from?
We convert data from all major AMS platforms including AMS360, HawkSoft, EZLynx, QQCatalyst, PartnerXE, NASA Eclipse, Agency2Go, AgencyPro, and more. If your current system isn't listed, contact us — we likely support it.
How long does a typical data conversion take?
Timelines vary by data volume and complexity, but most conversions complete in 8–16 weeks. We provide a detailed project timeline during the discovery phase after reviewing your source data.
Will our agency experience downtime during the conversion?
Our goal is zero disruption to your operations. We stage migrations during off-hours and perform parallel testing and validation ahead of the final cutover to minimize downtime. For more complex projects, there may be a short transition period where new data needs to be tracked separately while final data is synchronized. We guide you through this process with clear procedures to ensure nothing is missed and everything is successfully migrated.
How does InsurCore handle data validation?
Every conversion goes through our multi-stage validation pipeline: record count reconciliation, field-level spot checks, policy balance verification, and client deduplication review. You receive a full validation report before final cutover.
What if our data is messy, incomplete, or stored in a legacy system?
That's the norm—not the exception. Most clients come to us with fragmented or poorly structured data. We specialize in cleaning, normalizing, deduplicating, and restructuring data from legacy systems so it's accurate and usable in your new platform. You don't need perfect data—we'll get it there.
Do you only work with insurance agencies?
No. While insurance is our core focus, our underlying technology and expertise apply to any industry dealing with complex data migrations. We regularly support businesses outside of insurance that need reliable, custom-built conversion solutions.
How do you ensure data accuracy during the conversion process?
We follow a proven migration methodology that includes data profiling, mapping, test runs, and validation checks. Before final delivery, we reconcile record counts, verify key fields, and confirm relational integrity. Our goal is simple: your data works exactly as expected on day one.
Can you migrate data from outdated or unsupported systems?
Yes. In many cases, we work with systems that are no longer supported or lack documentation. We reverse-engineer data structures, extract what's needed, and rebuild it in a modern, usable format. If access to the data is possible, we can migrate it.
What makes InsurCore different from other data conversion providers?
We don't just move data—we make it usable. Most providers focus on extraction and import. We focus on transformation, usability, and long-term success. That means cleaner data, better structure, and a system that actually works for your business after the migration is complete.
What level of involvement is required from our team?
We handle the heavy lifting. Your team’s involvement is typically limited to initial discovery, validating sample data, and final approval before go-live. We keep the process streamlined so you can stay focused on running your business while we manage the technical side.
Not sure if your system or data qualifies?
We offer a free initial data review — no commitment required. Send us a sample file or describe your source system and we'll tell you exactly what's possible.
Schedule a Free Data ReviewGet 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.