Avant2
Epic
Transfer contacts, activities, and more from Avant2 to Epic. 6 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your Avant2 to Epic 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
CRM for insurance sales and brokerage
Avant2 is an insurance-focused CRM and multi-pricer platform for brokers, enabling policy quoting across 120+ products from 50+ insurance companies, client relationship management, portfolio management, and policy contracting in under 6 minutes.
120+ insurance products and 50+ companies
Healthcare CRM for patient engagement
Epic Cheers is a healthcare-specific CRM system launched in 2022 that helps medical organizations automate patient communications, manage contact centers, and execute personalized care campaigns. It integrates directly with Epic's EHR system for seamless data access.
Direct integration with Epic's market-leading EHR system
"Healthcare CRM for patient engagement"
Epic Cheers is a healthcare-specific CRM system launched in 2022 that helps medical organizations automate patient communications, manage contact centers, and execute personalized care campaigns. It integrates directly with Epic's EHR system for seamless data access.
Ideal for: Large health systems and hospitals seeking integrated CRM embedded within their Epic EHR platform.
Direct integration with Epic's market-leading EHR system
Dual-pillar architecture: contact management and campaign management
Personalized patient outreach using PHI data and clinical history
Contact center capabilities with caller history and informed conversations
Learn more at
epic.com
See exactly which data objects transfer from Avant2 to Epic
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from Avant2 to Epic.
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