Source
Applied Epic

Applied Epic

Destination
Relatient

Relatient

CRM MigrationStarting at $500

Migrate from Applied Epic to Relatient

Effortlessly & Accurately

Transfer contacts, activities, and more from Applied Epic to Relatient. 9 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.

1,000+ Migrations Completed

Migrations start at $500 USD

Get a custom quote for your Applied Epic to Relatient migration based on your specific requirements.

95%+ of our migrations cost less than $3,000

What's included in every migration

  • Full data audit and mapping
  • Test migration with sample data
  • Zero downtime during migration
  • Data integrity verification
  • Post-migration support
Enterprise-grade security
Average 48hr turnaround
Dedicated support

What affects your quote

Number of Records

Total contacts, companies, deals, and activities to migrate

Custom Fields & Objects

Complex data structures and custom configurations

Data Complexity

Relationships, attachments, and historical data depth

Timeline Requirements

Standard or expedited migration scheduling

15-minute call • No commitment • Get instant estimate

Prefer email? talk@ambrstack.com

100% Data Accuracy Guarantee

If any data is incorrectly migrated, we'll fix it for free, no questions asked. Your data integrity is our top priority.

Platform Comparison

Applied Epic vs Relatient

A quick look at both platforms to help you understand your migration path

Migrating from
Applied Epic

Applied Epic

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.

Founded 1983
University Park, Illinois, USA
Best for
Mid-MarketEnterprise
Industries
insuranceproperty & casualtybenefits administration+2 more
Top Strength

Native Salesforce integration for data sync

Migrating to
Relatient

Relatient

Better Health Starts with Better Access to Care

Relatient offers Dash, a patient scheduling and engagement platform for healthcare organizations, combining self-scheduling, patient messaging, digital registration, and payment solutions to improve patient access.

Founded 2012
Atlanta, Georgia
Best for
Mid-MarketEnterprise
Industries
HealthcareMedical PracticesHealth Systems+1 more
Top Strength

Best in KLAS 2024 for patient scheduling and engagement

Your New CRM

Why Relatient is a great choice

Relatient

Relatient

"Better Health Starts with Better Access to Care"

Relatient offers Dash, a patient scheduling and engagement platform for healthcare organizations, combining self-scheduling, patient messaging, digital registration, and payment solutions to improve patient access.

Ideal for: Healthcare organizations seeking to modernize patient access with AI-powered scheduling automation, reduced no-shows, and improved patient communication.

Best in KLAS 2024 for patient scheduling and engagement

AI-powered scheduling automation and call center optimization

Industries
HealthcareMedical PracticesHealth Systems+1
Best For
Mid-MarketEnterprise

Connects with 50+ million unique patients annually

Self-scheduling, chat, and digital registration tools

Learn more at

relatient.com

Data Compatibility

What gets migrated

See exactly which data objects transfer from Applied Epic to Relatient

Applied Epic
Relatient
Both platforms support this
Requires field mapping
Not in target CRM

Core Objects

Contacts
Supported
Companies
Not Available
Deals
Not Available
Leads
Supported
Activities
Supported

Communication

Emails
Supported
Notes
Supported
Tasks
Supported

Advanced Features

Custom Fields
Supported
Custom Objects
Not Available
Products
Not Available
Quotes
Not Available
Documents
Supported
Campaigns
Mapping Required

Specialized

Tickets
Mapping Required
Invoices
Supported
Subscriptions
Not Available

Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.

FAQ

Applied Epic to Relatient Migration FAQ

Common questions about migrating from Applied Epic to Relatient.

Related Migration Paths

Explore other popular CRM migrations similar to Applied Epic to Relatient

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