RecordLinker utilizes machine learning to automate data mapping and management for agency management systems, significantly reducing data conversion timelines by up to 50%. The platform enables teams to efficiently migrate and manage entities such as companies and brokers, minimizing errors and streamlining workflows without the need for additional personnel.
Funding
Funding not disclosed
Founders
Product
Problem
Insurance agencies face challenges in efficiently migrating and managing data across different agency management systems (AMS). Traditional data conversion processes are often time-consuming, error-prone, and require significant manual effort, leading to delays and increased operational costs.
Solution
RecordLinker provides a machine learning-powered platform that automates data mapping and management for insurance agency management systems. The platform streamlines the migration of entities like companies, brokers, and employees between systems, reducing data conversion timelines. By leveraging machine learning, RecordLinker automatically maps data, minimizes errors, and simplifies ongoing data administration tasks. The platform enables data teams to manage and synchronize data across different systems, improving efficiency and reducing the need for additional personnel.
Target Audience
RecordLinker targets insurance agencies, brokerages, and organizations that use agency management systems like Applied Epic and Vertafore AMS360 and need to migrate or manage data efficiently.
Features
- Automated data mapping using machine learning algorithms
- Generation of Applied Epic OldNew and Vertafore SmartMap mappings
- Team collaboration features: task assignment, commenting, and labeling
- Centralized management of companies, brokers, employees, and lines of business (LOBs)
- Two-way synchronization with Applied Epic
- Role-based access control and customizable login settings
- API integration with Applied Epic, Vertafore AMS360, and BenefitPoint