Applied Epic
TotalBrokerage
Transfer contacts, companies, deals, and more from Applied Epic to TotalBrokerage. 11 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Applied Epic to TotalBrokerage 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
Easy compliance, accurate commissions
TotalBrokerage is a comprehensive real estate brokerage management platform combining CRM, transaction management, e-signatures, marketing automation, and commission tracking to streamline operations from first contact to close.
Complete brokerage solution eliminating need for separate tools
"Easy compliance, accurate commissions"
TotalBrokerage is a comprehensive real estate brokerage management platform combining CRM, transaction management, e-signatures, marketing automation, and commission tracking to streamline operations from first contact to close.
Ideal for: Real estate brokerages seeking an all-in-one platform for CRM, transaction management, compliance, commission tracking, and agent onboarding.
Complete brokerage solution eliminating need for separate tools
Automated commission calculation with flexible tracking system
Built-in e-signature capabilities with text and email delivery
Customer Contact Duplication Protection across agents
Learn more at
totalbrokerage.com
See exactly which data objects transfer from Applied Epic to TotalBrokerage
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Applied Epic to TotalBrokerage.
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Need to go the other way? We support bidirectional migrations.
TotalBrokerage → Applied EpicJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
