Planning Your Move to Applied Epic
Your trusted team for getting the most out of your Applied Epic Book of Business Import Tool (BOB Tool) and agency data migrations. We handle every step — from source system extraction to final Epic validation.
Use this overview to compare source systems and understand the conversion stages. For the technical scope, deliverables and engagement options, see our Applied Epic data conversion services.
Start Your ConversionOUR PROCESS
The 5-Phase Conversion Process
These five phases are the short version. For every step in detail, see the seven-stage Applied Epic conversion process.
Discovery & Evaluation
We assess your current AMS, data volume, and field mapping requirements. You receive a detailed conversion scope document within 5 business days.
Schema Mapping
Our platform maps every field from your source system to the Applied Epic data model, handling custom fields, carrier codes, and legacy formats.
ETL Pipeline Build
We build a custom Extract-Transform-Load pipeline that converts your raw data into Applied Epic BOB import format with full validation rules applied. You don't have to deal with spinning up servers, learning the tool, managing the quirks and so much more.
Validation & QA
Multi-stage validation: record count reconciliation, policy balance checks, client deduplication, and a full diff report before you approve cutover.
Delivery & Support
InsurCore manages the entire Applied Epic data conversion process from start to finish. We begin by securing your legacy system data backup, restoring the database, and extracting, mapping, cleaning, and converting the data into Applied Epic BOB-ready import files. Our team then runs the BOB conversion tool, supports the Applied Epic upload, and performs first-run verification to identify and resolve conversion issues. Whether we work alongside your internal Applied Systems implementation team or serve as your complete fractional database administration and conversion team, InsurCore handles the technical complexity at every stage. Your team can remain focused on the acquisition, agency integration, and day-to-day operations while we manage the data migration and help move your Applied Epic implementation across the finish line.
SUPPORTED PLATFORMS
We Convert From Any AMS
If your agency uses one of these systems, we already have a proven conversion path to Applied Epic.
FAQ
Common Questions
What is the Applied Epic BOB Tool?
The Applied Epic BOB (Book of Business) Tool is Applied Systems' proprietary import utility for loading converted agency data into Epic. InsurCore's platform generates precisely formatted BOB import files that strive to pass Epic's validation rules on the first attempt.
Do you support phased migrations?
Yes. We can stage migrations by line of business, division, or date range. This is especially useful for large agencies with 20,000+ policies who need to validate data in batches before full cutover.
Ready to Start?
Contact us to discuss your Applied Epic conversion project.