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Insurance Management
Applied Epic Migration
Comprehensive agency management system for property & casualty insurance agencies.
Complexity
High
Timeline
10-14 weeks
Record Types
6+
Migration Complexity
High Complexity
This migration is classified as High complexity based on data structure, integration requirements, and typical challenges encountered during migration.
Record Types Migrated
Policies
Clients
Carriers
Claims
Documents
Activities
Common Migration Challenges
- Policy data structure
- Carrier relationships
- Renewal workflows
- Commission tracking
Industry Focus
InsuranceP&C