Moving away from Applied TAM® to an open, cloud-based, all-in-one solution like Applied Epic® is exciting but may also make you anxious. We get it, change can be challenging, but as you think about the future of your business – change is a necessity. To support you through the process, we've assembled resources to help you discover, understand, prepare, and get started on your migration journey.
Applied Is Here to Make the Complex Simple
We get that the idea of switching to a new system can be intimidating, but fear not! Our Services and Implementation teams, who bring an average of 9.9 years of insurance industry experience, are here to support you and ensure your move to a new management system goes smoothly. Having refined our process through thousands of Applied TAM migrations, we can get you up and running quickly with minimal disruption to your business. Rest assured, we've got your back during this transition.
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9.9
Years of industry experience
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157
Applied TAM agencies migrated last year alone
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6-8
Weeks is how quickly you can get set up in a new system
Migration Wisdom from Our Executives
Watch this message from Taylor Rhodes, our chief executive officer, to hear why the right time is now to migrate to one of our two go-forward management systems. Then, listen in as Trevor Bunker, our chief customer officer, explains how we’ll do the heavy lifting to ensure you get to your Applied Epic or EZLynx destination smoothly.
Top 5 Reasons to Migrate
A Single View of Your Business
Manage all lines of business in one system, including Commercial, Personal and Benefits. Plus, you’ll be able to see the entire insurance lifecycle end-to-end with a single view of marketing, sales, servicing, communications, digital payments and more. With a single view of business, your agency will enjoy reduced operating costs and greater business insights.
Reduced Manual Tasks
Each click wastes seconds, adding up to hours lost per employee each week. The newest technology provides streamlined workflows and modern screens, including native lookups and address validation. This increases efficiency, gives you more time to spend on customer service, and positions you as a trusted advisor to your clients.
Cutting-Edge Innovations
The modern management system is regularly updated and boasts the latest capabilities your agency needs to attract (and retain) digital-savvy consumers and top-tier talent. Case in point: integration with our wildly popular Applied Pay® digital payments solution.
Simple and Secure Access
Modern, browser-based technology provides a simplified, more secure workspace with important security features such as Identity Provider (IdP) integration. Integrate your organization’s existing IdP with the modern management system for increased efficiency and time savings over managing multiple logins and passwords.
Competitive Advantage
Over time, technology changes and certain elements that older systems were built on are no longer supported by the companies that created them. Investing in the modern management system will make your agency more competitive and profitable.

Advice from Agencies Who’ve Been in Your Shoes
Education and Training
See below for helpful migration resources specific to each management system.
Take the First Step in Your Migration Journey
There’s no need to be nervous about upgrading your management system. We're committed to making the transition as easy as possible and are here to help every step of the way! Drop your info in the form below, and we’ll reach out to discuss the migration process and ease any fears you have.