IMPLEMENTATION & MIGRATION
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Applied Epic CRM
HubSpot
Migrate your insurance book from Applied Epic to HubSpot seamlessly.
Transition your policyholders and carrier relationships with zero data loss using our proprietary transformation layer. SuprSwitch handles the complex mapping of insurance schemas into HubSpot's powerful growth platform.
< 72 hours
Migration Speed
100%
Data Fidelity
450+ points
Field Mapping
"How do you handle complex policy renewals and carrier relationships?"
SuprSwitch maps Applied Epic policies directly to HubSpot Deals or Custom Objects, maintaining carrier associations via our native schema mapping.
"Will our historical Activity notes and service logs be lost?"
No, our in-house engine extracts every activity log and servicing note, transforming them into chronological HubSpot Engagements.
"What about account hierarchies for commercial lines?"
We maintain the relationship between parent companies and child subsidiaries through our proprietary transformation layer's native association logic.
Why SuprSwitch
Why SuprSwitch Outperforms Manual CSV Exports
Don't let broken relationships and missing policy data stall your agency's growth in HubSpot.
Automated Relationship Mapping
Maintains the critical links between policyholders, carriers, and agents without manual ID matching or VLOOKUPs.
Real-time Transformation
Our proprietary engine cleanses and formats insurance data during extraction, preventing sync errors in your new HubSpot portal.
Document Link Persistence
We ensure links to policy documents and endorsements remain accessible within the HubSpot contact record timelines.
Field-Level Validation
We validate every Applied Epic field against HubSpot property types to ensure data integrity for your Producers and CSRs.
Trusted by 200+ sales-led teams who migrated off
Data Coverage
Total Applied Epic Data Coverage
Every byte of your insurance data transformed and optimized for HubSpot's CRM structure.
Accounts
All records
Accounts
Companies
💡 Maps agency hierarchies, billing addresses, and account types to HubSpot Company records.
Contacts
All records
Contacts
Contacts
💡 Preserves marketing consent, communication preferences, and personal details for policyholders.
Policies
All records
Policies
Deals
💡 Converts active, expired, and pending policies into customized HubSpot Deal pipelines.
Activities
All records
Activities
Engagements
💡 Logs every phone call, task, and email history directly into the HubSpot activity timeline.
Claims
All records
Claims
Tickets
💡 Transforms historical and open claims into HubSpot Tickets for seamless service tracking.
Policy Lines
All records
Policy Lines
Line Items
💡 Detailed coverage types and premium breakdowns are mapped to HubSpot Line Items or Custom Objects.
Under the Hood
Engineered for Insurance Data Integrity
Our proprietary transformation layer bypasses traditional data bottlenecks and sync errors.
Predictive Validation
Schema ShieldProtects data integrity by pre-validating Applied Epic schema before the migration starts to prevent property mismatches.
Direct Extraction
In-house EngineOur proprietary technology performs deep-level data pulls to capture hidden policy metadata and custom field structures.
Delta Sync Engine
No-Loss LogicEnsures no data is left behind during the transition period between systems by running final gap-fill passes.
Dynamic Object Mapping
Custom SchemaDynamically builds HubSpot Custom Objects for unique insurance data structures like Endorsements and Schedules.
100% Data Fidelity Guarantee
We verify record counts and field values in before sign-off. Any discrepancy is fixed before you go live.
30-Day Post-Migration Support
A dedicated migration engineer is available for 30 days post-launch to fix any data issues that surface after your team starts using.
SOC 2 Compliant Process
Data is encrypted in transit and at rest. We never store your credentials — OAuth tokens are used and revoked per migration.
Migration Architecture
The SuprSwitch Migration Blueprint
A structured four-phase journey from Applied Epic to your new HubSpot ecosystem.
1
Discovery & Mapping
We analyze your Applied Epic structure and map insurance-specific fields to the optimal HubSpot properties.
Day 1
2
Transformation
Our proprietary engine reformats complex policy data, premium values, and carrier links into HubSpot-ready records.
Day 2
3
Validation Run
A subset of your actual data is migrated to verify relationship accuracy and ensure field fidelity in the new environment.
Day 3
4
Final Cutover
Your entire database is migrated, and we perform a final audit to confirm the integrity of all records and associations.
Day 4
Automatically merges duplicate accounts and contacts from Applied Epic using our native logic.
Links every policy Deal to the correct Carrier Company record automatically during migration.
Preserves years of interaction history without losing original date-time stamps or agent attributions.
The Human Element
Beyond Automation: In-House RevOps Experts
Our proprietary engine handles 99% of the heavy lifting, but every CRM has strict platform limitations. When HubSpot restricts automated imports for complex workflows or proprietary activity history, our in-house RevOps professionals step in.
We manually rebuild the business logic that machines can't touch, ensuring your new environment is perfectly tuned and ready for your sales team on day one.
What our experts handle manually:
Complex Workflows & Automations
Automated engines cannot migrate business logic. We manually translate and rebuild your HubSpot automations natively in HubSpot.
Restricted Activity History
Some historical data types are locked by HubSpot. Our team uses creative data-structuring to ensure no context is lost.
Custom Object Architecture
When standard mapping isn't enough, we architect and deploy custom objects in HubSpot to match your exact sales motion.
Choose the Migration Plan That Fits Your Business
Whether you want complete control or expert guidance, we’ve got you covered.
Self-Service
$499
Starting price, up to 50,000 records
Access to all supported CRMs
Free Sample migrations
Real-time Preview
Migration Analytics Report
Guided Migration
$999
Starting price, varies on volume.
Everything in Self-Service +
Selective Data Migration
Expert Migration Guidance
Data Mapping Support
Data Quality Management
Custom Migration
$Talk to us
Custom quotes for complex migrations.
Everything in Guided Migration +
Complex Field Transformations
Industry-Specific Customizations
Legacy System Integration
Complex Data Filtering
FAQs
Common Questions About Migration
Personnel
Does SuprSwitch handle Applied Epic 'Servicing Roles'?
Yes, we map CSRs and Producers to HubSpot Owners using our native schema mapping to maintain clear internal accountability.
Documents
Can we migrate policy-level document links?
Absolutely. Our proprietary transformation layer identifies document paths in Applied Epic and links them to HubSpot records.
Security
How is data security handled for my client files?
We use a secure, direct data extraction method that keeps your sensitive client data encrypted throughout the transformation process.
Process
Will my HubSpot Deal stages match my Applied Epic policy stages?
We customize the mapping to align your current policy lifecycle stages with HubSpot's deal pipelines for accurate sales forecasting.
Finance
What happens to the 'Transactions' data from Epic?
Financial and transaction data is mapped to HubSpot properties or Custom Objects to ensure your revenue reporting remains consistent.