CallIntelCallIntel
Built for Insurance Agencies

Your Phone System Meets Your AMS

CallIntel connects your VoIP phones to your agency management system. Instant screen pops, automatic call logging, AI summaries, and SMS — all synced to client records in real time.

No credit card required. Save with annual billing.

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AES-256 EncryptedAuto PII PurgeSOC 2 InfrastructureNo Recordings StoredFull Audit Trail

INTEGRATES WITH YOUR EXISTING SYSTEMS

PrismAMS
Applied Epic
AMS360
EZLynx
Zoom Phone
GoTo Connect
Dialpad
RingCentral
Vonage

Everything You Need for Agency Phone Integration

Stop switching between your phone and AMS. We bring them together.

Instant Screen Pop
When a call comes in, agents instantly see the caller's name, number, and matched customer record from your AMS.
AI Call Summaries
AI-generated call summaries synced to every client interaction. No manual notes needed.
Transfer Tracking
When calls transfer between agents, the full context follows. No more repeating information.
E&O Protection
Complete audit trail of every client interaction, automatically documented in your AMS.
SMS Integration
Send and receive text messages directly through your business phone number.
Automatic Call Logging
Every call is automatically logged to the customer record in your AMS. Save hours daily.

Security Built In

CallIntel keeps your agency's data protected at every step — from encrypted credentials to automatic AMS syncing.

No Recordings Stored
Call recordings stay with your VoIP provider. We only process metadata to sync with your AMS.
AES-256 Encryption
All credentials are encrypted at rest with AES-256-GCM. HTTPS everywhere.
Minimal Data Footprint
We process call data to sync it to your AMS, then your AMS becomes the system of record.
E&O Audit Trail
Complete call activity logged to your AMS for compliance and E&O protection.

Up and Running in Minutes

Our setup wizard guides you through connecting your systems step by step.

1

Create Your Account

Sign up and create your agency in seconds

2

Select Your AMS

Choose PrismAMS, Applied Epic, AMS360, or EZLynx

3

Connect Your Phones

Link Dialpad, RingCentral, Zoom, GoTo, or Vonage

4

Start Saving Time

Screen pops and call logging work immediately

What You'll Need Before Setup
  • Admin access to your VoIP phone system (Dialpad, RingCentral, Zoom, GoTo, or Vonage)
  • Admin access to your Agency Management System (Epic, AMS360, or EZLynx)
  • Your VoIP API credentials (we show you exactly where to find them during setup)
  • About 5 minutes — that's it
Simple Pricing
Per-User Monthly Billing

As low as

$12/user/month*

$49/month agency fee + $12/user on annual plan

*Annual billing. Monthly plan: $15/user/month.

  • Instant screen pop
  • Automatic call logging
  • AI call summaries
  • Transfer tracking
  • E&O protection
  • SMS integration

Frequently Asked Questions

Everything you need to know about CallIntel.

How does the free trial work?

You get full access to all features for 14 days. No credit card required. At the end of your trial, add payment to continue.

Do you store our call recordings or data?

No. CallIntel does not store your call recordings, transcriptions, or client data. We act as a real-time bridge — data flows from your phone system to your AMS and is never retained on our servers.

What phone systems do you support?

We support Dialpad, RingCentral, Zoom Phone, GoTo Connect, and Vonage Business. All providers include AI call summary support.

What AMS systems do you support?

We integrate with PrismAMS, Applied Epic, AMS360, HawkSoft, and EZLynx. All include screen pop and call logging. PrismAMS, Applied Epic, and AMS360 sync call notes directly to your AMS. EZLynx syncs call records as attached documents.

How long does setup take?

Most agencies are up and running in under 5 minutes. Our setup wizard walks you through selecting your AMS, connecting your phone system, and entering credentials step by step.

What counts as a user?

A user is anyone who needs to receive screen pops or have calls logged — typically your agents and CSRs. Admins who only manage settings don't count.

Can I cancel anytime?

Yes. Cancel your subscription at any time. You'll continue to have access until the end of your billing period.

Is my data secure?

Absolutely. All credentials are encrypted with AES-256-GCM and we use HTTPS everywhere. Call recordings stay with your VoIP provider — we only process call metadata and transcriptions to sync them to your AMS.

Ready to Transform Your Agency?

Start saving hours every day with automatic call logging and AI-powered summaries.

Or call us at (971) 626-5437