Applied Epic
Lofty
Transfer contacts, deals, activities, and more from Applied Epic to Lofty. 8 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Applied Epic to Lofty 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
AI-powered all-in-one real estate platform
Lofty, formerly Chime, is an all-in-one real estate management platform blending CRM capabilities with powerful marketing and lead generation tools. It offers IDX-integrated websites, AI-powered automation, dynamic lead scoring, and comprehensive team management features for real estate professionals.
AI Workforce with intelligent automation
"AI-powered all-in-one real estate platform"
Lofty, formerly Chime, is an all-in-one real estate management platform blending CRM capabilities with powerful marketing and lead generation tools. It offers IDX-integrated websites, AI-powered automation, dynamic lead scoring, and comprehensive team management features for real estate professionals.
Ideal for: Real estate agents, teams, and brokerages seeking an AI-powered platform with integrated CRM, IDX websites, and marketing automation.
AI Workforce with intelligent automation
33+ built-in lead generation methods
IDX-integrated, SEO-optimized websites
Dynamic lead scoring based on behavior
Learn more at
lofty.com
See exactly which data objects transfer from Applied Epic to Lofty
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Applied Epic to Lofty.
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