SmartOffice
Applied Epic
Transfer contacts, companies, deals, and more from SmartOffice to Applied Epic. 12 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your SmartOffice to Applied 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 Advisors, Agents and BGAs for over 25 Years
SmartOffice by Zinnia (formerly Ebix) is a cloud-based CRM and agency management system for financial advisors, insurance agents, and brokerage agencies, offering contact management, investment tracking, and reporting.
Over 30 years of serving the financial advisory industry
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
"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.
Ideal for: Mid-size and enterprise insurance agencies seeking modern cloud-based management with strong Salesforce integration and multi-line support.
Native Salesforce integration for data sync
Multi-user location and line of business support
Digital payment and accounting capabilities
Advanced prospecting and pipeline management
Learn more at
appliedsystems.com
See exactly which data objects transfer from SmartOffice to Applied Epic
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from SmartOffice to Applied Epic.
Explore other popular CRM migrations similar to SmartOffice to Applied Epic
Need to go the other way? We support bidirectional migrations.
Applied Epic → SmartOfficeJoin hundreds of revenue teams using Switcher to streamline their CRM migrations.
Prefer email? talk@ambrstack.com
