Applied Epic
Customer.io
Transfer contacts, and more from Applied Epic to Customer.io. 3 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Applied Epic to Customer.io 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
Behavioral marketing automation platform
Customer.io is a cloud-based marketing automation platform that enables businesses to send targeted, behavioral-driven messages across email, push notifications, SMS, and in-app channels. It uses customer behavior and data to trigger timely, personalized communications that drive engagement and retention.
Behavior-driven message triggering
"Behavioral marketing automation platform"
Customer.io is a cloud-based marketing automation platform that enables businesses to send targeted, behavioral-driven messages across email, push notifications, SMS, and in-app channels. It uses customer behavior and data to trigger timely, personalized communications that drive engagement and retention.
Ideal for: Product-led growth companies and digital businesses needing behavior-based customer communication across multiple channels.
Behavior-driven message triggering
Multi-channel messaging (email, SMS, push, in-app)
Advanced segmentation and targeting
Comprehensive API and webhook capabilities
Learn more at
customer.io
See exactly which data objects transfer from Applied Epic to Customer.io
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Applied Epic to Customer.io.
Explore other popular CRM migrations similar to Applied Epic to Customer.io
Need to go the other way? We support bidirectional migrations.
Customer.io → Applied EpicJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
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