Insurance Data Migration Services
Your legacy systems are costing you more to maintain than they’re worth, but the thought of moving decades of policy data keeps the project on hold. We handle the entire migration so you can modernize without the risk.
Trusted by Enterprises Nationwide
Years of Experience
Documents Processed
Projected Annual Savings for One Health System
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Your IT Budget Shouldn't Go to Keeping Old Systems Alive
That’s the reality for most insurers still running legacy core platforms. Here’s how we help you break free.
Legacy Systems Draining Your Budget
Most insurers spend the majority of their IT budget maintaining systems that are 15 to 30 years old. Meanwhile, every dollar spent on maintenance is a dollar not spent on automation, analytics, or product innovation. We move your data off legacy platforms so you can finally retire them and redirect those resources.
Post-Acquisition System Chaos
Every acquisition dumps another agency management system, another policy administration platform, and another set of naming conventions into your environment. Carrier records show up as six different entries. Policy structures don’t align. We’ve built our methodology around unifying data from incompatible systems, because in insurance M&A, that’s not the exception. It’s every project.
Migration Projects That Stalled or Failed
More than 80% of insurance data migrations exceed their budget or timeline. If a previous vendor left your project half-finished, or your internal team got buried in data quality issues they didn’t expect, we take over. We assess what’s been done, close the gaps, and get the migration across the line.
When Insurance Organizations Need Data Migration
These are the scenarios that bring our clients to the table.
Policy Administration System Replacement
You’ve selected a modern PAS like Guidewire, Duck Creek, or Majesco. Now you need to move decades of active and historical policy data without disrupting renewals, endorsements, or claims in progress.
Mergers, Acquisitions, and Book Rolls
You’ve acquired a carrier, agency, or book of business and need to consolidate onto a single platform. We handle the data mapping, entity matching, and transformation across incompatible source systems.
Legacy System Decommissioning
You need to retire outdated systems but can’t lose access to historical data. Through our Sunset Point Software partnership, we provide a structured decommissioning path that preserves critical records in accessible, searchable formats long after the old system is gone.
Cloud and Infrastructure Migration
You’re moving from on-premise infrastructure to a cloud environment for scalability, cost savings, or disaster recovery. We migrate your data and validate it in the new environment so you’re not rebuilding from scratch.
What's Included in Every Migration
Every engagement covers the full lifecycle. We don’t hand you an extracted dataset and wish you luck.
Environment Assessment and Data Profiling
We audit your source systems, profile data quality, flag risks, and document the transformation rules needed before anything moves. This is where most failed projects cut corners.
Extraction Across Any Source System
Mainframes, relational databases, flat files, proprietary PAS platforms, document repositories. We extract from all of them without disrupting your live environment or active policy servicing.
AI-Powered Document Classification
Our intelligent document processing classifies, extracts, and indexes unstructured records automatically. Subject matter experts validate the output, because underwriting notes and handwritten clauses need human judgment, not just pattern matching.
Record-Level Reconciliation
We don’t just count records in and out. We validate at the field level, test mapping logic across every transformation rule, and reconcile source-to-target so you can prove to auditors and regulators that nothing was lost or altered.
Structured Go-Live and Parallel Operations
We plan cutover around your operational calendar. Claims keep processing. Policies keep renewing. We run parallel validation before flipping the switch, and we stay engaged through post-migration stabilization.
How It Works
Six phases, each with defined deliverables and validation checkpoints. No black boxes.
Discovery and Scoping
We map your source systems, data volumes, quality issues, and destination requirements. We identify what migrates, what archives, and what gets left behind.
Migration Architecture
We design the data mapping, transformation logic, reconciliation rules, and cutover plan. You review and approve before extraction begins.
Data Extraction
We pull data from your source systems without touching your live environment. Active operations continue uninterrupted.
Transformation, Cleansing, and Validation
We standardize formats, resolve quality issues, apply transformation rules, and validate every record against source data. AI handles classification at scale. Our team handles the exceptions.
Load, Reconcile, and Go Live
Data loads into your target system on a schedule designed around your business. We reconcile counts, validate field-level accuracy, and run parallel checks before go-live.
Post-Migration Support
System verification, issue resolution, and adjustments continue after cutover. We stay until your team is operating confidently in the new environment.
Insurance Data We Migrate
Decades of accumulated policy, claims, and operational data across every format your organization has used.
Policy Data
Active and historical policies, renewals, cancellations, endorsements, coverage details, riders, and terms across all lines of business.
Claims Data
Claim files, statuses, incident details, settlement records, adjuster reports, reserve histories, and supporting documentation.
Underwriting and Risk Data
Underwriting decisions, risk assessments, actuarial models, rating factors, loss runs, and premium calculations.
Customer and Insured Records
Policyholder PII, contact details, demographics, household and group structures, and customer identifiers that need deduplication across merged systems.
Financial and Billing Data
Premium invoices, payment schedules, outstanding balances, commission calculations, transaction histories, and accounts receivable records.
Agent and Broker Data
Producer records, commission structures, agency appointments, hierarchy relationships, and distribution channel data.
Compliance and Audit Records
Regulatory filings, audit trails, examination correspondence, SERFF submissions, and any records subject to state retention requirements.
Scanned and Unstructured Documents
Paper applications, faxed correspondence, handwritten underwriting notes, imaged records, and legacy PDFs that need to be digitized, classified, and migrated.
We Migrate From Any System
Our platform-agnostic approach means we build custom extraction solutions for whatever you’re running, including systems your current vendor says can’t be migrated.
Built for Regulated Insurance Environments
Your policyholder data is governed by overlapping federal, state, and industry-specific regulations. Our security framework is designed to satisfy all of them.
SOC 2 Type II | HIPAA & HITECH | ISO 27001
Record-Level Audit Trails
Every record is tracked from source to destination with full traceability. Regulators, examiners, and internal audit teams can verify exactly what moved, when, and how it was transformed.
Regulatory Framework Mapping
We map our controls to NAIC Model Law, GLBA, state-specific insurance data security acts, and any additional frameworks your compliance team requires. If you’re a health or life insurer, our HIPAA and HITECH compliance applies as well.
24/7 Threat Monitoring
Real-time threat detection and behavioral analysis protect your data against evolving cyber threats during and after migration.
Ready to Migrate Your Insurance Data?
Tell us about your current systems, your timeline, and your goals. We’ll scope a migration plan that fits.
Frequently asked questions
How long does an insurance data migration typically take?
It depends on how many source systems are involved, how much historical data needs to move, and how complex your data structures are. A single-system PAS replacement for one line of business might take a few weeks of active migration work. A multi-entity consolidation after an acquisition, involving legacy mainframes, multiple AMS platforms, and decades of unstructured records, could take several months. We build the timeline during discovery and factor in your operational constraints, testing cycles, and regulatory deadlines.
Will our operations be disrupted during migration?
No. We extract data without altering source systems, and we schedule go-live around your operational calendar. Claims keep processing. Policies keep renewing. Customer service continues. We run parallel validation before cutover so there’s no gap in service.
Can you handle legacy mainframes and unsupported systems?
Yes. Our database team has worked with DB2 mainframes, AS/400 systems, custom COBOL applications, and proprietary PAS platforms built in-house decades ago. Through our partnership with Sunset Point Software, we also offer structured legacy decommissioning using their RoDA technology, which extracts and preserves data from legacy systems in accessible, AI-enhanced formats after the old platform is retired.
What compliance standards do you meet?
We’re SOC 2 Type II certified, HIPAA and HITECH compliant, and ISO 27001 certified. We can map our controls to NAIC Insurance Data Security Model Law requirements, GLBA, NYDFS 23 NYCRR 500, and state-specific insurance regulations. Every action during migration is logged and auditable.
What if our previous migration project failed or stalled?
It happens more often than most vendors will admit. Industry research consistently shows that over half of data migration projects in insurance exceed their budget or timeline. We take over stalled projects regularly. We assess what’s been done, identify where data quality, mapping, or process gaps caused the stall, and build a plan to finish the job without starting over.