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Insurance
Applied Epic to Salesforce Migration
Complexity
Very High
Timeline
14-20 weeks
Outcomes
4+
Challenge
P&C insurance agency with Applied Epic limiting growth, integration, and modern customer experience capabilities.
Solution
Complete migration from Applied Epic to Salesforce FSC for Insurance, preserving policy data, carrier relationships, and renewal workflows.
Key Outcomes
- Migrated 15 years of policy and client data
- 73% faster quote generation
- 94% client satisfaction increase
- $2.1M annual operational savings
Tags
InsuranceMigrationP&CAgency Management
Implementation Timeline
14-20 weeks
Very High Complexity