RecordLinker Information

RecordLinker provides workflows and tools for the operational side of P&C insurance agencies running Applied Epic and AMS360. We help agencies in two areas: Ongoing operations – agency-wide changes across thousands of records, employee updates, servicing team reassignments, policy edits, commissions, and Pr/Br changes. Enterprise Admins and Financial Teams handle what would take weeks in an afternoon. RecordLinker replaces manual one-at-a-time updates. Data conversion – post-acquisition integrations and book imports. Conversion Analysts complete projects in days using ML-suggested mappings, real-time previews, and custom-built conversion logic. RecordLinker equips conversion teams with tools that handle the manual work, eliminating VLOOKUPs, SQL joins, and conversion portals. 🔁 Two-Way Sync with Applied Epic and AMS360 🏆 In Use by Top 50 US P&C Insurance Brokers 🔵 Applied Certified Integration Partner (Applied Epic) 🟠 Vertafore Orange Partner (AMS360) 🚀 Lloyd's Lab Alumni What Application Analysts and Enterprise Admins get: – Run mass changes across 1,000s of records: employees, servicing teams, commissions, and more. – Reuse templates built for tasks like reassignments, structure changes, and Pr/Br updates. – Turn ongoing operations into a reliable process, not a series of individual field changes. – Two-way sync with Applied Epic and AMS360 delivers approved changes in minutes. What Conversion Analysts get: – Build custom AI-assisted conversions, preview in your test instance, finalize in days. – Generate standard OldNew (Applied Epic) and SmartMap (AMS360) payloads. – Auto-match carrier names between systems with Machine Learning. – Gain a 2-month head start on mapping – no waiting for database backup restoration. – Bring collaboration into data conversion projects with comments, labels, and attachments. Request a demo from our Product Expert via form: https://recordlinker.com/demo/ Follow our founder: https://www.linkedin.com/in/romanstepanenko/