Painless data conversion for overworked teams. ML-powered system migrations, data checks, workflows, all in one friendly User Interface.


Speed Up Data Migration and Standardization Work With ML

Converting to AMS360 or BenefitPoint? Imagine having 4 to 6 weeks to get a head start on mapping – using RecordLinker to prepare for a full migration of the acquired agency from Day 1, while our partners at Vertafore Professional Services work on copying the full database. Then, finish up in SmartMap with just a button click!

I just finished mapping all of First Fidelity. Once I got the hang of it, it went super fast. It’s a revelation! I feel like the program did all the work for me. If I have to go back to the old way of mapping ever, I’ll be so sad!

Meg Schuldt

PCF Insurance Services, data conversion team

Which Teams Need RecordLinker?

If your team is doing lots of manual data work, they need RecordLinker!

AMS migration & data conversion

For each system, your migration team has to manually map 3,000 company names between input and your core system. Not only can a company have different spellings, but it can also merge with another company. Our Machine Learning handles that with ease and takes on the brunt of the most frustrating work for you. All that in a single clean User Interface. And the best part - after you are done, you can seamlessly import the mappings into SmartMap!

Business intelligence

Different names for the same companies, vendors, and clients across various systems create a massive deduplication task for your BI team in your data lake. Focus on creating great dashboards and leave mundane data clean up to RecordLinker! Our engine keeps track of all company name changes and helps you validate your company tree against up-to-date AM Best corporate list.

Mergers & acquisitions

Too often, your M&A team lacks the technical ability to perform a data quality check on a potential acquisition. If you end up purchasing an agency that had extremely poor data governance in its core system, your data conversion pipeline throughput becomes unpredictable. With RecordLinker, your M&A team can utilize our ML to obtain a data quality report during the due diligence phase within minutes.

Valuable Features for a Superb Workflow

  1. Super consistent modern User Interface.
  2. Collaboration options: comments, attachments, labels, approvals
  3. Flexibility for different data formats and data categories.
  4. Easy, pluggable Integration: Excel imports and API.