Built for Insurance
Zero Data Storage

Your Phone System + Your AMS
Connected by Intelligence

Screen pops, automatic call logging, AI-powered summaries, and SMS — all synced to your agency management system in real time. Set up in minutes, not months.

2+ hrs
Saved Per Agent / Day
100%
Calls Auto-Logged
0
Manual Data Entry
< 5 min
Setup Time

Instant Screen Pop

Customer name, policies, and claims appear the moment the phone rings — before you even pick up.

Automatic Call Logging

Every call — answered, missed, or voicemail — logged to the correct client record. Zero manual entry.

AI Call Summaries

AI-generated summaries attached to every interaction. Your agents never write call notes again.

SMS Integration

Two-way texting from your business number, logged directly to AMS client records.

Transfer Tracking

When calls transfer between agents, the full context follows. No "can you repeat that?" moments.

E&O Protection

Complete audit trail of every client interaction. Full documentation for compliance.

Agency Management Systems

  • Applied Epic
  • AMS360
  • HawkSoft
  • EZLynx

VoIP Phone Systems

  • Dialpad
  • RingCentral
  • Zoom Phone
  • GoTo Connect
  • Vonage Business
New integrations added regularly — don't see yours? We're expanding fast.
We save over 2 hours per agent per day since switching to CallIntel. The screen pops alone transformed how we handle calls — and the AI summaries mean our notes are actually complete for the first time ever.
— Sarah Johnson, Operations Manager
1

Pick Your AMS

Epic, AMS360, HawkSoft, or EZLynx

2

Connect Phones

Link your VoIP system in a few clicks

3

Go Live

Screen pops and logging work instantly

4

Add Your Team

Invite agents and start saving time

$49 /mo
Includes 1 user · $25/mo each additional
14-Day Free Trial
No credit card required
Start Your Free Trial
callintel.app · support@callintel.app