Applied Net Migration Program

Upgrading your heritage system may seem daunting, but as you think about the future of your business, it’s necessary. You need a more modern platform with the capabilities to manage your entire business and the flexibility to grow as you do.

Lucky for you, we have two world-class systems that fit the bill: Applied Epic®, the world’s most widely used management system, and EZLynx®, the world’s fastest-growing management system.

To help you take the next step in agency tech, we’re hosting a Migration Program at Applied Net during the Pre-Conference program on Monday, October 23. Because we believe so greatly in the value of this program, we’re offering it at NO additional cost to your conference registration.

Why Attend?

We’ll cover topics that are top-of-mind for you as you consider upgrading your management system – from the implementation process to data migration and everything in between. We invite (and strongly encourage) you to attend this program so that you can spend your remaining time at Applied Net learning about your next go-forward platform.

Program Sessions

Click the icons below for more details on each session or download a PDF version of the agenda.

Opening Session

Opening Session

8:30 a.m. – 9:00 a.m.

Hear from our CEO Taylor Rhodes why you should upgrade your management system and why now.
The Difference Between Applied Epic and EZLynx

The Difference Between Applied Epic and EZLynx

9:00 a.m. – 9:50 a.m.

This session will show you the functional differences between Applied Epic and EZLynx so you can easily determine which system best suits your needs. Topics covered include each platform’s accounting, download, text messaging and marketing capabilities, plus integrations with extended solutions.
Understanding the Implementation Process

Understanding the Implementation Process

Applied Epic Session: 10:00 a.m. – 10:30 a.m.

EZLynx Session: 10:00 a.m. – 10:30 a.m.

These sessions will discuss the process for implementing an Applied Epic or EZLynx management system. You’ll learn about major milestones and the time commitment involved with migrating systems. You’ll also hear about successful change management strategies that have worked for other agencies.
Preparing Your Data

Preparing Your Data

Applied Epic Session: 10:30 a.m. – 11:15 a.m.

EZLynx Session: 11:15 a.m. – 12:00 p.m.

These sessions will cover how much prep/cleanup of your data is needed before the migration. We’ll review the data conversion process in-depth and share what agency input is required for a successful migration.
Training Expectations

Training Expectations

Applied Epic Session: 11:15 a.m. – 12:00 p.m.

EZLynx Session: 10:30 a.m. – 11:15 a.m.

These sessions will cover the training process for migrating to an Applied Epic or EZLynx management system. You’ll learn about major milestones, employee time commitment, the importance of evaluating employee readiness before activation and what post-activation training materials are available.
Peer Insights on Moving to New Management System

Peer Insights on Moving to New Management System

1:00 p.m. – 2:15 p.m.

In this panel, you’ll hear from agencies that have successfully migrated from Applied TAM® to an Applied Epic or EZLynx management system. Panelists will share steps they took to prepare for this change, challenges they faced and lessons they learned.
What to Expect During the Sales Process

What to Expect During the Sales Process

2:30 p.m. – 3:00 p.m.

In this session, a Sales team member will take you through the sales process for upgrading your management system. Topics include who should be involved in the process, discovery and demo sessions, and how the proposal and contract discussions work. Our goal is to help you understand the entire process so you can choose a migration timeframe that fits best with your schedule.

Register Now

Ready to start your migration journey? Complete the form below to reserve your spot for the Migration Program.

Important Note: Registration for the main Applied Net conference is required to attend this Migration Program. You can register for Applied Net 2023 here if you haven’t already done so.

Why Attend?

Program Sessions

Opening Session

The Difference Between Applied Epic and EZLynx

Understanding the Implementation Process

Preparing Your Data

Training Expectations

Peer Insights on Moving to New Management System

What to Expect During the Sales Process

Register Now