Features Built for Insurance Agencies
Every feature designed to save your team time and improve customer service.
Screen Pop / CTI
When a call comes in, instantly see the customer's information from your AMS. No more asking "Who am I speaking with?" or searching for records while the customer waits.
- Instant customer identification
- Policy information at your fingertips
- Recent activity and notes visible
- Reduce handle time significantly
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
- Audit trail for E&O protection
- Track customer interactions
Call Recording & Transcription
Record calls for training and compliance. AI automatically transcribes conversations and adds them directly to client notes in your AMS.
- 90 days of recording storage
- AI transcription to client notes
- Searchable call history
- Training and QA tools
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
And More...
Supported Systems
We integrate with the most popular agency management systems and VoIP providers.
- Applied EpicFully supported
- HawkSoftFully supported
- AMS360Fully supported
- EZLynxFully supported
- Zoom PhoneAI Transcription
- GoTo ConnectAI Transcription
- DialpadAI Transcription
- Vonage BusinessAI Transcription
- RingCentralAI Transcription
More integrations coming soon. Contact us if you don't see your provider.