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
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“Upgrading management systems has been a great decision. I would not look back, and I don’t think any of our team would either. When we asked if they would ever want to return to the old way, they all said no. This is where they want to be, and we all like where we’re at.”
Brian Bartosh, President of Top O’Michigan Insurance
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“Our revenue per employee is up 30% since moving to Applied Epic because we can now handle a higher workload. Tasks that used to take 10 minutes in Applied TAM now take less than five minutes.”
Caroline Sherk, Chief Operating Officer at Verge Insurance Group
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“My advice to agents on Applied TAM and thinking about moving to Applied Epic is just to do it. It’s been the best decision our agency has made and has allowed us to move light-years ahead of our competition."
Pete Covill, Owner of Humphrey, Covil & Coleman Insurance Agency
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“Our implementation went so smoothly, and Applied’s Implementation team was wonderful. We were in contact with them the entire time. I thought there would be a lot of data cleanup…but Applied has done marvelous things to help the cleanup process.”
Sandy Imhoff, Accounting Manager at Seabury, Copland and Anderson
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“I think if I had to give an agency advice on migrating from TAM to Epic, do it. You will not regret it. It might seem like a lift at first, but there are so many rewarding pieces to it.”
Amber Bosma, CEO and CFO, Prins Insurance, Inc.
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“Our experience with onboarding to EZLynx has been extremely positive. The straightforward migration process, along with the user-friendly training and comparative rating tool, make it an excellent option for any agency looking to transition from Applied TAM to a new management system. If you’re considering updating your management system, I highly recommend checking out EZLynx.”
Joe Germana, Vice President at Four Star Insurance Agency Inc.
Education and Training
See below for helpful migration resources specific to each management system.
Applied Epic
EZLynx 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.