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Holistic Business Consulting LLC

Applied Systems & Epic Consulting

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Seamless Transitions to Applied Epic

AT HBC DBA InsurCore, we specialize in converting insurance organizations to Applied Epic — including but not limited to migrations from EZLynx, Vertafore, AMS360, QQ Catalyst, Applied TAM, Doris, HawkSoft, NowCerts, Nexsure, Jenesis, AgencyBloc, and others. Whether you’re moving from a legacy AMS or a modern platform, we ensure a smooth, accurate migration with minimal downtime.

From data migration to configuration, optimization, and training, we help independent agencies, MGAs, and insurance organizations unlock the full power of Applied Epic.

Already on Epic? We also support Applied Analytics, Epic Quotes, Applied Marketing, CSR24, Indio, and more — so you can make the most of your investment across the full Applied ecosystem.

Let us help you streamline operations and future-proof your agency with expert guidance and hands-on support.

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Epic
  • Automation & Configuration
  • Comprehensive 25+ page Applied Epic Evaluation & Ancillary Programs (Analytics, CSR-24, Indio, Tarmika, Applied Marketing Automation, IVANS/Downloads, Quotes, Applied Pay)
  • Configuration & migration of data from any source system to Epic
  • Manage entirety of conversion process through Applied Epic
  • Simple migration options
  • Hands-on training
  • Training and support
Analytics
  • Setup and configuration
  • Custom reports and views
  • Training and support
Book of Business Import Tool
  • Setup and configuration
  • Utilize tool to import accounts, activities, attachments, contacts and policies
CSR-24 / Mobile Apps / Mobile Producer
  • Portal configuration
  • Configure mobile apps for distribution through Apple and GooglePlay stores
  • Training and support
Indio
  • Setup and configuration
  • Lead Capture
  • Marketing Submissions
  • Training and support
IVANS / Downloads
  • Setup and configure new mailboxes
  • Management and ongoing maintenance
  • Carrier configuration
  • Download resends
  • Ivans exchange
  • Training and support
Marketing Automation
  • Setup and configuration
  • Domain mapping
  • Training and support
Quotes
  • Setup and configuration
  • Carrier setup
  • Use with renewal manager
  • Training and support
SDK / Custom Application Development
  • Create custom applications to solve complex organizational needs
  • Use of SDK and Bulk Data Extract
  • API / Data Lake (if available)
  • Webhooks
  • Connections with third party programs
  • Automation & Artificial Intelligence with RPA (Robotic Process Automation)
Digitize your processes
  • Assist with how to perform your existing processes within Epic
  • Convert your paper processes to an online format for your entire agency to access
  • Captive going independent - agency management system configuration

Applied TAM to Epic Conversion

Applied TAM is Ending—We’re Here to Help You Modernize

Future-Proof Your Agency Before It’s Urgent

With Applied Systems eventually sunsetting Applied TAM, agencies still using it risk falling behind. At Holistic Business Consultants, we help you make a smooth, timely transition to Applied Epic. Don’t wait until the last minute—start modernizing now with a proven partner by your side.

Escape the Patchwork—Move to a Unified Platform

End the Chaos of Add-Ons and Manual Workarounds

Applied TAM users often depend on a tangle of third-party tools. Applied Epic brings everything under one roof: CRM, policy management, reporting, eDocs, and more. We specialize in migrating your agency to a fully integrated environment—clean, connected, and built for efficiency.

Upgrade Client Service While You Upgrade Systems

Seamless Transition, Better Service from Day One

We get it—changing systems feels risky. But with the right partner, it’s an opportunity. Holistic Business Consultants ensures your move to Applied Epic enhances—not disrupts—client service. From automation to smarter communication tools, your agency will deliver more value, faster.

Partner with Experts Who’ve Done This Before

A Guided Path from TAM to Epic —Tailored to You

This isn’t just a software change—it’s a chance to reimagine how your agency operates. We’ve helped agencies of all sizes exit Applied TAM with confidence. Holistic Business Consultants provides hands-on support, custom workflows, and training every step of the way. Let’s build your next chapter, together.

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Contact Us

Anytime by using the chat feature or by sending us an email. 

Address

The Villages, FL 32163

Email

info@holisticbusinessconsultants.com

Phone

+1 352-740-9821