
Applied Epic

ProMax
Transfer contacts, companies, deals, and more from Applied Epic to ProMax. 12 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Applied Epic to ProMax 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

Credit driven retailing for auto dealers
ProMax is an all-in-one front-end software platform for auto dealerships that combines CRM, desking, website management, inventory, credit reporting, and data mining. As the only value-added reseller of all three credit bureaus with integrated CRM and desking, it specializes in credit-driven retailing.
Only VAR of all three credit bureaus with integrated CRM and desking

"Credit driven retailing for auto dealers"
ProMax is an all-in-one front-end software platform for auto dealerships that combines CRM, desking, website management, inventory, credit reporting, and data mining. As the only value-added reseller of all three credit bureaus with integrated CRM and desking, it specializes in credit-driven retailing.
Ideal for: Auto dealerships and dealer groups seeking an integrated platform with deep credit bureau integration, compliance tools, and CRM capabilities.
Only VAR of all three credit bureaus with integrated CRM and desking
Comprehensive compliance integration for FTC requirements
Daily workplan dashboard for task management
Seamless DMS and third-party website integration
Learn more at
promaxunlimited.com
See exactly which data objects transfer from Applied Epic to ProMax


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