
Applied Epic

ConvertKit
Transfer contacts, and more from Applied Epic to ConvertKit. 6 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Applied Epic to ConvertKit 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
Prefer email? talk@ambrstack.com
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

Tools for creative growth
ConvertKit (now Kit) is an email marketing and creator platform designed for content creators, bloggers, and authors. It provides email campaigns, landing pages, and subscriber management with a focus on creator monetization.
Creator-focused feature set and pricing

"Tools for creative growth"
ConvertKit (now Kit) is an email marketing and creator platform designed for content creators, bloggers, and authors. It provides email campaigns, landing pages, and subscriber management with a focus on creator monetization.
Ideal for: Content creators, authors, and bloggers seeking email marketing tools optimized for growing audiences and monetizing digital products.
Creator-focused feature set and pricing
Excellent email template designs
Landing page builder included
Simple subscriber segmentation
Learn more at
convertkit.com
See exactly which data objects transfer from Applied Epic to ConvertKit


Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Applied Epic to ConvertKit.
Explore other popular CRM migrations similar to Applied Epic to ConvertKit
Need to go the other way? We support bidirectional migrations.
ConvertKit → Applied EpicJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com