Applied Epic
Bonsai
Transfer contacts, activities, and more from Applied Epic to Bonsai. 7 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Applied Epic to Bonsai migration based on your specific requirements.
Total contacts, companies, deals, and activities to migrate
Complex data structures and custom configurations
Relationships, attachments, and historical data depth
Standard or expedited migration scheduling
15-minute call • No commitment • Get instant estimate
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If any data is incorrectly migrated, we'll fix it for free, no questions asked. Your data integrity is our top priority.
A quick look at both platforms to help you understand your migration path
The leading insurance agency management system
Applied Epic is a cloud-based agency management platform by Applied Systems for P&C and benefits-focused insurance agencies. It provides comprehensive customer relationship management, policy management, digital payment processing, operational reporting, and tight Salesforce integration for growth-minded agencies.
Native Salesforce integration for data sync
All-in-one business management for freelancers
Bonsai is a comprehensive business management platform built specifically for freelancers and small service businesses. It consolidates proposals, contracts, invoicing, time tracking, project management, and client CRM into a single solution to streamline operations and improve cash flow.
Comprehensive freelancer-specific solution
"All-in-one business management for freelancers"
Bonsai is a comprehensive business management platform built specifically for freelancers and small service businesses. It consolidates proposals, contracts, invoicing, time tracking, project management, and client CRM into a single solution to streamline operations and improve cash flow.
Ideal for: Independent freelancers and small agencies needing an integrated solution for contracts, invoicing, and client management.
Comprehensive freelancer-specific solution
Beautiful, professional proposal templates
Time tracking with automatic invoice generation
Legal contract templates included
Learn more at
hellobonsai.com
See exactly which data objects transfer from Applied Epic to Bonsai
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Applied Epic to Bonsai.
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Need to go the other way? We support bidirectional migrations.
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Prefer email? talk@ambrstack.com
