Applied Epic
Ometria
Transfer contacts, activities, and more from Applied Epic to Ometria. 6 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Applied Epic to Ometria 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
The retail marketing platform
Ometria is a customer data and experience platform for retail that combines CDP capabilities with cross-channel marketing orchestration, using AI trained on over 20 billion retail touchpoints to drive CRM revenue growth.
Proprietary Retail Success Model with AI algorithms
"The retail marketing platform"
Ometria is a customer data and experience platform for retail that combines CDP capabilities with cross-channel marketing orchestration, using AI trained on over 20 billion retail touchpoints to drive CRM revenue growth.
Ideal for: Retail brands seeking AI-driven customer data unification and personalized cross-channel marketing at scale.
Proprietary Retail Success Model with AI algorithms
Co-Marketer AI trained on 20 billion retail touchpoints
Cross-channel orchestration (email, mobile, social, direct mail)
Comprehensive customer lifecycle segmentation
Learn more at
ometria.com
See exactly which data objects transfer from Applied Epic to Ometria
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Applied Epic to Ometria.
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Need to go the other way? We support bidirectional migrations.
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Prefer email? talk@ambrstack.com
