
Applied Epic

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

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.
Best in KLAS 2024 for patient scheduling and engagement

"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
Connects with 50+ million unique patients annually
Self-scheduling, chat, and digital registration tools
Learn more at
relatient.com
See exactly which data objects transfer from Applied Epic to Relatient


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