Rapid changes in the Canadian landscape require brokers to scale like never before. To offer the best solution and service, we partner with our Applied TAM® customers to migrate their brokerages to Applied Epic®, bringing new capabilities via these modern, more scalable platforms. We have significantly invested in our processes and data tools to improve the conversion and onboarding process, making the migration process easier and faster than ever.
Our team partners with you from kickoff through hyper-care support. With years of experience migrating Applied TAM users, we have optimized the Applied Epic onboarding experience through a new Canadian “Go-Time” methodology designed to help brokers with the tools and training needed to thrive in today's ecosystem. Your success is our top priority, and we are here to support you at every step of your journey.
A limited number of spaces are available!
This limited-time accelerated migration and training program is designed to help your team get up and running. This framework aims to create an easy-to-follow process for implementing large and small-scale change that is translatable to your entire team, helping them ingest, integrate, and transform your business with the latest solutions.
With the support of our dedicated team, migrating from Applied TAM to Applied Epic is faster and more efficient than ever.
Our implementation strategy is a thoughtful roadmap that outlines the steps to help your team every step, from installing, training, using, and supporting your migration to Applied Epic. By signing up for your activation to Applied Epic as soon as possible, you can empower your team to automate, adapt and reassign the most frequently used workflows to ensure consistency across all users and locations through business process management capabilities and pre-built workflows that simplify onboarding and new user adoption.
What's included in the Go-Time Accelerated Migration?
We’ve created a simple, six-step implementation strategy that promotes collaboration and engagement between your team and ours, helping to minimize bottlenecks and heighten communication.
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The Kick-Off
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Configuration
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Training
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Data Conversion
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Activation
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Post-Activation Services
Related Resources
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Tanner Insurance Service Ltd.
Migrating to Applied Epic and investing in new technology allowed Tanner Insurance to take their business into the future.
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Applied TAM Migration Resource Hub
Your one-stop shop for everything you need to know about migrating from your heritage system to a more flexible, secure and scalable management system.
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Insider Secrets for a Successful Migration
We asked Brian Bartosh from Top O’Michigan Insurance, a long-time user of Applied TAM who migrated to Applied Epic, for insider secrets on what to do and what not to do during and after the migration process.