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Migration · QQCatalyst to EZLynx
Most agencies on this path are not migrating because they woke up wanting to. They are migrating because a vendor decision made the choice for them, which means the schedule is externally set and the usual advice — take your time, plan it properly — is partly unavailable.
That changes the sequencing more than it changes the work. When the deadline belongs to somebody else, the first thing to establish is not what you want to migrate but what you will still have access to, and when that access ends.
Both systems are agency management platforms with structured data models and defined export facilities, which makes this pair more tractable than an on-premise-to-enterprise move. The real constraint here is usually contractual and temporal rather than technical: how long you retain access to the source system, and what the export terms are under your agreement. The assessment establishes both first, because on a vendor-set timeline that answer determines everything else.
Each of these gets its own record count in the assessment and its own line in the reconciliation report. Depth of history is a scope decision made with real numbers in front of you, not an assumption baked into a quote.
Clients, contacts, and prospects
Account records, contacts and roles, addresses, and the prospect pipeline.
Policies and coverage detail
Policy records with carrier, line of business, effective and expiration dates, premium, limits, and coverage detail, with explicit LOB code mapping.
Policy transaction history
New business, renewals, endorsements, cancellations, and reinstatements as a connected chain rather than disconnected rows.
Activities, notes, and suspense
The activity record with dates, authors, and linkage to the right account and policy — the E&O record, validated as its own step.
Attachments and documents
Policy documents, applications, ACORD forms, and correspondence remapped to the correct account and policy.
Commission and receivables
Agency bill and direct bill records, producer splits, and receivable balances reconciled against a source-side control report.
Producers and carriers
Producer records including inactive producers whose historical business must stay attributed, plus carrier and MGA records.
Written down before you spend anything, because the alternative is finding out in week six. This list is specific to QQCatalyst to EZLynx; the assessment turns it into your list, with record counts attached.
— Live carrier download configuration. Historical downloads migrate as data; the connections are re-established carrier by carrier, each with its own lead time. On a vendor-set deadline this is the item most likely to become the actual bottleneck, so it starts first.
— Custom reports. Rebuilt against the destination's reporting layer as separate work.
— Workflow automation, custom activity templates, and source-specific process configuration.
— In-flight items as in-flight items. Open claims, pending endorsements, and unposted transactions are worked to a clean state before the switch.
— Anything you have already lost access to. If your source access has lapsed, recovery is partial and expensive — which is why this assessment should happen before the access ends, not after.
None of this is in either vendor's documentation. It is the category of thing that looks fine in a test load and produces a wrong number in month two, which is why the process puts a full sandbox load and a reconciliation you sign in front of any production cutover.
01
Everything else can be resequenced. Extraction cannot happen after access ends, so the plan is built backwards from that date with real margin, and full extraction is completed early — well before mapping is finished — so the raw material is safely in hand regardless of what happens to the schedule.
02
It is the wrong economy. The sandbox load and the reconciliation are what make cutover reversible, and a rushed migration into a live system with no verified baseline is how an agency ends up unable to prove what a policy looked like last year. Compress the schedule elsewhere.
03
Built from your actual usage, reviewed by someone who remembers why a code got used that way, signed before the test load. Under time pressure this is the step people want to hand-wave, and it is the step that most reliably produces wrong numbers later.
04
Re-establishing them takes weeks per carrier and is not something you can compress by working harder. On a forced timeline this starts on day one, in parallel with everything else.
01 — 02
A read-only audit of your QQCatalyst instance produces record counts, a risk register, and a fixed quote. Then a field-by-field mapping document you sign before any code runs.
03 — 04
The complete migration runs into a EZLynx sandbox — not a sample. You spot-check records you choose, and sign a written reconciliation. If the counts don't tie, we don't cut over.
05 — 06
Scheduled around your calendar with the rollback plan written in advance, followed by 30 days of included corrections for the things that only surface in real use.
Most single-location agencies land in Standard Migration. Multi-branch agencies, or agencies consolidating several source systems at once, land in Complex. A genuinely compressed timeline can push a Standard engagement upward, and if so you will see that in the quote rather than in a later invoice. The assessment is what makes a fixed migration price possible, and its fee is credited toward the migration if you proceed.
Tier
Scope
Price
Migration Assessment
A read-only audit of your source system.
$1,500 – $2,500
Standard Migration
One source system to one destination.
$6,500 – $15,000
Complex / Multi-Entity Migration
Multiple locations, systems, or long history.
$18,000 – $40,000
The extraction can move quickly — that part is bounded by access, not by effort, and it gets front-loaded. Mapping and validation are bounded by your team's review capacity, which is the genuine constraint. Tell me the access-expiry date in the form and the plan is built backwards from it.
That is precisely why full extraction happens early and completely, before mapping is done. Once the raw data is in hand and verified, losing source access becomes an inconvenience rather than a catastrophe. Agencies that sequence the other way around are the ones that lose history.
I would decline to. The sandbox load and the reconciliation are what make cutover reversible, and they are also where the mapping errors surface. Removing them does not save time so much as move the discovery of problems into production. There are better places to compress.
That is your decision and it should be settled before the assessment, because the assessment is scoped against a specific destination. If you are still comparing options, come back once you have chosen — I would rather scope real work than quote a hypothetical.
The assessment is the read-only audit — what data exists, what is extractable, what will be lost, and a fixed-price quote for the migration itself. It is priced at $1,500 – $2,500 depending on scope, fixed before anything starts, and the report is yours whether or not you go further.
Tell me what you're moving. I read every one of these personally and reply within one business day, usually with a couple of specific questions about your source system — the answers change the price, so it's worth asking early.
Nothing is committed by this form. No payment, no contract, no scheduling sequence. It starts a conversation.
If your destination vendor can handle it, I'll say so. Some conversions genuinely don't need an independent migration.
Standard – Complex
Attachment-to-transaction linkage.
Standard – Complex
The log is the E&O record.
Every pair
Twenty-odd pairs are written up across seven industries — and the written ones are not the limit of the work. Search the full list, or just ask.
QQCatalyst and EZLynx are trademarks of their respective owners. This page describes independent data migration work involving those systems and does not imply any affiliation with, partnership with, or endorsement by either vendor.
Before you give notice on QQCatalyst
The most expensive mistake in this category is losing source-system access before the extraction is done. The assessment is read-only, fixed-price, and yours to keep either way.
I respond personally within 1 business day. No pitch — just a real conversation.