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Features Built for Insurance Agencies

Every feature designed to save your team time and improve customer service.

Instant Screen Pop

The moment the phone rings, your agents 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.

  • Caller name and number displayed instantly
  • Matched to customer record in your AMS
  • One-click to open the full client record
  • Works with all supported VoIP and AMS providers

AI Call Summaries

AI-generated call summaries are created for every call and synced to your AMS as notes. Your agents never need to write call notes again — and the documentation is more complete than ever.

  • AI-powered summaries on every call
  • Synced directly to your AMS client record
  • Includes action items and call purpose
  • Audio recordings stay with your VoIP provider

Transfer Tracking

When calls transfer between agents, the full context follows. The receiving agent sees the same screen pop and call history, so callers never have to repeat themselves.

  • Context preserved across transfers
  • Receiving agent sees full caller info
  • Transfer chain logged to AMS
  • No more "can you repeat that?" moments

E&O Protection

Every client interaction — calls, summaries, texts — is automatically documented in your AMS. When an E&O claim arises, you have timestamped records of exactly what was discussed.

  • Complete audit trail of every interaction
  • AI summaries capture details notes miss
  • Automatic documentation, every call
  • Timestamped records for compliance

SMS Integration

Send and receive text messages from your business phone number. Messages are logged to customer records just like calls.

  • Two-way SMS capability
  • Messages logged to AMS
  • Templates for common messages
  • Delivery confirmation

Automatic Call Logging

Every inbound and outbound call is automatically logged to the customer's record in your AMS. Include call duration, timestamp, and who handled the call.

  • 100% call documentation
  • No manual data entry
  • Logs answered, missed, and voicemail calls
  • Track customer interactions

And More...

Customer Lookup
Quickly search for any customer to make outbound calls or send texts.
Activity Timeline
See all interactions with a customer in chronological order.
Secure & Compliant
AES-256 encryption for credentials, no recordings stored, and HTTPS everywhere.
Fast Setup
Get up and running in minutes with our setup wizard.

Supported Systems

We integrate with the most popular agency management systems and VoIP providers.

Agency Management Systems
  • PrismAMSFully supported — native integration
  • Applied EpicFully supported
  • AMS360Fully supported
  • EZLynxSupported — call records sync as documents
VoIP Phone Systems
  • Zoom PhoneFully supported
  • GoTo ConnectFully supported
  • DialpadFully supported
  • Vonage BusinessFully supported
  • RingCentralFully supported

More integrations coming soon. Contact us if you don't see your provider.

See These Features in Action

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