rofessional Applied Epic Conversion Services | Legacy System Migration Experts

Applied Epic Conversion Specialists & Intelligent Process Automation.

Seamless Transitions to Applied Epic

We specialize in converting insurance organizations to Applied Epic — including but not limited to migrations from EZLynx, Vertafore, AMS360, QQ Catalyst, Applied TAM, Doris, HawkSoft, NowCerts, Nexsure, Jenesis, AgencyBloc, and others. Whether you’re moving from a legacy AMS or a modern platform, we ensure a smooth, accurate migration with minimal downtime.

From data migration to configuration, optimization, and training, we help independent agencies, MGAs, and insurance organizations unlock the full power of Applied Epic.

Already on Epic? We also support Applied Analytics, Epic Quotes, Applied Marketing, CSR24, Indio, and more — so you can make the most of your investment across the full Applied ecosystem.

Let us help you streamline operations and future-proof your agency with expert guidance and hands-on support.

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Conversion Expertise Overview

Legacy System Modernization

Insurance agencies frequently outgrow their existing platforms or face technology obsolescence. Our conversion methodology ensures smooth transitions to Applied Epic's modern architecture while preserving critical business data.

Key Migration Paths:

TAM platform modernization to Applied Epic

AMS360 system transitions to Applied Epic

Hawksoft platform upgrades to Applied Epic

Legacy system replacements with Applied Epic

Multi-System consolidation into Applied Epic

Our Conversion Methodology

Discovery & Assessment

I shall see the face of Mars, anyhow, and that will be a rare . It seems to me that a view of the heavenly bodies through a fine telescope, as well as a tour round the world, should.

Data Architecture Planning

Detailed mapping of source system data to Applied Epic structures, ensuring complete information preservation and enhanced functionality.

Conversion & Execution

Systematic data transformation using advanced tools and validation protocols to guarantee accuracy and completeness.

Validation, Testing & Go-Live

Comprehensive verification processes ensuring all data migrated correctly and system functionality meets operational requirements. Thorough staff preparation and launch support to ensure immediate productivity and system adoption.

Conversion Advantages

Data Integrity

Rigorous validation protocols ensure high data accuracy during migration with comprehensive verification processes.

Accelerated Implementation

Streamlined conversion process typically completed within 90 days while maintaining business continuity. (using the book of business import tool)

Ongoing Support

Post-conversion optimization and support services to maximize your Applied Epic investment.

Epic

Automation & Configuration
Comprehensive 25+ page Applied Epic Evaluation & Ancillary Programs (Analytics, CSR-24, Indio, Tarmika, Applied Marketing Automation, IVANS/Downloads, Quotes, Applied Pay)
Configuration & migration of data from any source system to Epic
Manage entirety of conversion process through Applied Epic
Simple migration options
Hands-on training
Training and support

Analytics

Setup and configuration
Custom reports and views
Training and support

Book of Business Import Tool

Setup and configuration
Utilize tool to import accounts, activities, attachments, contacts and policies

CSR-24 / Mobile Apps / Mobile Producer

Portal configuration
Configure mobile apps for distribution through Apple and GooglePlay stores
Training and support

Indio

Setup and configuration
Lead Capture
Marketing Submissions
Training and support

IVANS / Downloads

Setup and configure new mailboxes
Management and ongoing maintenance
Carrier configuration
Download resends
Ivans exchange
Training and support

Marketing Automation

Setup and configuration
Domain mapping
Training and support

Quotes

Setup and configuration
Carrier setup
Use with renewal manager
Training and support

SDK / Custom Application Development

Create custom applications to solve complex organizational needs
Use of SDK and Bulk Data Extract
API / Data Lake (if available)
Webhooks
Connections with third party programs
Automation & Artificial Intelligence with RPA (Robotic Process Automation)

Digitize Your Process

Assist with how to perform your existing processes within Epic
Convert your paper processes to an online format for your entire agency to access
Captive going independent - agency management system configuration

Applied TAM to Epic Conversion

Applied TAM is Ending— We’re Here to Help You Modernize

Future-Proof Your Agency Before It’s Urgent

With Applied Systems eventually sunsetting Applied TAM, agencies still using it risk falling behind. At InsurCore, we help you make a smooth, timely transition to Applied Epic. Don’t wait until the last minute—start modernizing now with a proven partner by your side.

Escape the Patchwork— Move to a Unified Platform

End the Chaos of Add-Ons and Manual Workarounds

Applied TAM users often depend on a tangle of third-party tools. Applied Epic brings everything under one roof: CRM, policy management, reporting, eDocs, and more. We specialize in migrating your agency to a fully integrated environment—clean, connected, and built for efficiency.

Upgrade Client Service While You Upgrade Systems

Seamless Transition, Better Service from Day One

We get it—changing systems feels risky. But with the right partner, it’s an opportunity. InsurCore ensures your move to Applied Epic enhances—not disrupts—client service. From automation to smarter communication tools, your agency will deliver more value, faster.

Partner with Experts Who’ve Done This Before

A Guided Path from TAM to Epic —Tailored to You

This isn’t just a software change—it’s a chance to reimagine how your agency operates. We’ve helped agencies of all sizes exit Applied TAM with confidence. InsurCore provides hands-on support, custom workflows, and training every step of the way. Let’s build your next chapter, together.

Applied Systems Evaluation

Is your agency fully leveraging the power of Applied Systems software? Our Applied Systems Evaluation provides a detailed, expert review of your setup across Epic, TAM, Indio, IVANS, CSR24, Analytics, Marketing Automation, Applied Pay, and more. In just one hour via Zoom, we’ll identify gaps, inefficiencies, and untapped automation opportunities — delivering a comprehensive 25+ page report tailored to your agency’s operations. Whether you’re looking to improve workflows, boost productivity, or better align your tech stack with business goals, Holistic Business Consulting offers the insight you need to scale smarter. Schedule your evaluation today and start maximizing your Applied Systems investment.

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