Applied Epic
NexJ CRM
Transfer contacts, companies, deals, and more from Applied Epic to NexJ CRM. 12 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Applied Epic to NexJ CRM 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
Intelligent customer management for finance and insurance
NexJ Systems provides enterprise CRM and integrated advisor desktop solutions for wealth management, private banking, commercial banking, and insurance sectors, bringing all tools and client data into a single view for financial advisors.
Purpose-built for financial services industry
"Intelligent customer management for finance and insurance"
NexJ Systems provides enterprise CRM and integrated advisor desktop solutions for wealth management, private banking, commercial banking, and insurance sectors, bringing all tools and client data into a single view for financial advisors.
Ideal for: Large financial institutions seeking enterprise-grade CRM with deep integration capabilities for advisor workflows.
Purpose-built for financial services industry
Handles large-scale deployments (12,000-35,000 users)
API-first architecture for seamless integrations
Flexible deployment options (on-premise, hybrid, private cloud)
Learn more at
nexj.com
See exactly which data objects transfer from Applied Epic to NexJ CRM
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Applied Epic to NexJ CRM.
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Need to go the other way? We support bidirectional migrations.
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Prefer email? talk@ambrstack.com
