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.
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.
Total Applied Epic Data Coverage
Every byte of your insurance data transformed and optimized for HubSpot's CRM structure.
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.
The SuprSwitch Migration Blueprint
A structured four-phase journey from Applied Epic to your new HubSpot ecosystem.
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.
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