Instant screen pops, automatic call logging, AI call summaries, and SMS — all synced to your agency management system in real time. Set up in minutes, not months.
When a call comes in, your agents instantly see the caller's name, phone number, and matched customer record from your AMS. No searching, no guessing — the right client record is ready before they pick up.
Customer name, policies, and claims appear the moment the phone rings — before you even pick up.
Every call — answered, missed, or voicemail — logged to the correct client record. Zero manual entry.
AI-generated summaries attached to every interaction. Your agents never write call notes again.
Two-way texting from your business number, logged directly to AMS client records.
When calls transfer between agents, the full context follows. No "can you repeat that?" moments.
Complete audit trail of every client interaction. Full documentation for compliance.
Epic, AMS360, HawkSoft, or EZLynx
Link your VoIP system in a few clicks
Screen pops and logging work instantly
Invite agents and start saving time