Insider Secrets for Successful Migration to New Management System

This guide presents insights from Brian Bartosh, President of Top O’Michigan Insurance, regarding the migration from Applied TAM to Applied Epic. It outlines the considerations essential for a successful transition, emphasizing the need to view the upgrade as an opportunity to enhance client relationships and streamline workflows. Bartosh discusses the importance of evaluating existing workflows and the necessity of training staff to adapt to new processes. The guide details the decision-making process regarding data migration, suggesting that agencies should not feel compelled to transfer extensive historical data. Instead, it advocates for focusing on current needs and utilizing automation features in the new system. Bartosh highlights the significance of team involvement during the migration process, recommending regular communication and training sessions to maintain engagement. The guide concludes with reflections on potential challenges post-implementation and the advantages of adopting new technology for improved operational efficiency.