MIGRATING FROM APPLIED TAM TO APPLIED EPIC

What you need to know for a successful transition

Change is hard, especially when it comes to migrating from Applied TAM to Applied Epic. With that said, change can be worth the time and effort when the result is streamlined operations, reduced liability risk, and more profitable client servicing.

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The Benefits of Migrating

LOWER E&O EXPOSURE
IMPROVED REPORTING
STREAMLINED CLIENT SERVICING
MORE EFFECTIVE CROSS-SELLING
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This Guide Will Give You

An understanding of why you should migrate from TAM to Applied Epic
A step-by-step process to follow for a successful migration: from planning to implementation
A week-by-week walkthrough of what to expect during the transition
An overview of how to effectively engage a partner like Alexant for success
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ABOUT ALEXANT

For over 25 years, Alexant Systems Corporation, a Managed Service Provider (MSP), has combined unparalleled experience in Insurance Agency operations, insurance line of business software applications and technology solutions to meet the specialized need of Insurance Agencies all across the U.S.

We’re Proud Of Our Client’s Success

It was critical for us to find a company that understood our business and the technology to make it run efficiently. Our relationship with Alexant has been a true partnership.”  
Mary Ann Wood
Insurance Associates Agency
One of the best calls our agency made was to Alexant and Sue Good! We gained a business partner that continues to assist in our agency growth and efficiency!”
Jesse Konold
Key Insurance Inc.
Alexant is helping us with our biggest project to date, transitioning from Applied TAM to Applied EPIC.  I highly recommend Alexant to anyone wanting to get the most out of their Applied investment."
Ann Fandrey
Waypoint Insurance Advisors
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Migrating From Tam to Epic Guide

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