Built for Insurance Agencies

Connect Your Phones to Your Agency Management System

Screen pops, automatic call logging, AI summaries, and SMS—all integrated with your AMS. Set up in minutes, not months.

No credit card required. Cancel anytime.

INTEGRATES WITH YOUR EXISTING SYSTEMS

Applied Epic
HawkSoft
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.

Screen Pop / CTI
Instantly see caller information from your AMS when the phone rings. No more searching.
Automatic Call Logging
Every call is automatically logged to the customer record in your AMS. Save hours daily.
AI Call Summaries
AI-generated call summaries attached to every client interaction. No manual notes needed.
SMS Integration
Send and receive text messages directly through your business phone number.

Your Data Stays Yours

CallIntel is a real-time bridge between your phone system and your AMS. We never store your calls, recordings, transcriptions, or client data.

Zero Data Storage
We don't store call recordings, transcriptions, or client information on our servers.
AES-256 Encryption
All credentials are encrypted at rest with AES-256-GCM. HTTPS everywhere.
Privacy First
Data flows directly from your VoIP provider to your AMS. We're the bridge, not the vault.
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 Applied Epic, HawkSoft, 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, HawkSoft, 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
$49/month base

Includes 1 user. Additional users $25/month each.

  • Screen pop / CTI
  • Automatic call logging
  • AI call summaries
  • SMS integration
  • Zero data storage on our servers
  • Unlimited support

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 Applied Epic, HawkSoft, AMS360, and EZLynx. All are fully supported with screen pop and call logging.

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. We use HTTPS everywhere, and your VoIP/AMS credentials are never exposed. We don't store call content — only the metadata needed to route screen pops and log calls.

Ready to Transform Your Agency?

Join hundreds of insurance agencies already saving time with CallIntel.