Applied Epic's Most Advanced VoIP Integration: Power Your Agency with Lightspeed Voice
Lightspeed® integrates directly with Applied Epic to streamline your workflow and keep every client interaction organized, visible, and easy to manage.
See How Insurance Teams Use Lightspeed Voice Inside Applied Epic
Lightspeed Voice is the only Applied Epic–ready VoIP platform designed to sync calls, notes, recordings, tasks, and client details directly into the AMS.
All call logging and activity updates happen automatically, so your team moves faster without switching screens or touching manual entry.
This gives your agency the accuracy, speed, and visibility your Applied Epic workflows rely on every day.
Simplify Your Workflow with Lightspeed Voice and Applied Epic
What This Integration Does for You
Instant call pops with caller profiles and policy details
Auto-logs calls and recordings to the correct account
Add new activities or update existing ones mid-call
Set follow-up reminders and notes in real time
NOVA AI delivers call summaries and sentiment analysis
Live activity syncing keeps Applied Epic up to date
Fewer manual steps and better visibility across teams
Powerful AI Insights in Lightspeed Voice, Ready for You in Applied Epic
NOVA handles transcription, summaries, and compliance tools on the Lightspeed Voice side, then pushes organized call details directly into Applied Epic.
Stay Ahead with Sentiment Insights
Spot risks, capture opportunities, and strengthen relationships with NOVA AI.
See How Every Call Really Went
Spot tone and sentiment shifts to understand what clients are feeling.
Know When Clients Need You
Get fast alerts when calls turn negative so your team can act instantly.
Automatically Sync Every Call Into Applied Epic
NOVA updates client records in Applied Epic the moment a call ends. No manual data entry. No missed details.
- Call summaries and sentiment sync into the client record automatically.
- Call recordings attach to the account without any extra steps.
- Notes, follow-up tasks, and key details are organized and ready for your team.
Why Agencies Choose Lightspeed Voice
Fast, reliable communication and automation built for insurance workflows.
#1 Rated Phone Service
Reliable performance and clear call quality that keeps your agency moving without downtime.
Award-Winning NOVA AI
Real-time transcription, summaries, and sentiment insights that help your team follow up faster and work smarter.
98% Customer Satisfaction
Responsive support from people who know agency operations and fix issues the moment they appear.
4.9 Star Google Rating
Proven trust across thousands of users who rely on Lightspeed every day.
FAQs
Frequently Asked Questions About Applied Epic + Lightspeed Voice. Can’t find the answer you’re looking for?
Please chat to our friendly team.
Please chat to our friendly team.
How does Lightspeed Voice integrate with Applied Epic?
Lightspeed Voice connects directly with Applied Epic to sync call logs, notes, recordings, tasks, and client details automatically.
Every call is logged in the correct client file, summaries attach instantly, and your team never has to switch screens or enter data manually. This integration keeps every interaction organized, visible, and compliant inside your AMS.
Every call is logged in the correct client file, summaries attach instantly, and your team never has to switch screens or enter data manually. This integration keeps every interaction organized, visible, and compliant inside your AMS.
Do calls, notes, and recordings sync into Applied Epic automatically?
Yes. All call activity syncs into Applied Epic the moment a call ends, including summaries from NOVA AI, sentiment insights, follow-up tasks, and linked call recordings. Agencies get complete call documentation without extra work, and producers stay focused on clients instead of admin steps.
Is Lightspeed Voice a phone system that works with Applied Epic?
Yes. Lightspeed Voice is a fully compatible VoIP phone system built for Applied Epic workflows.It replaces legacy phone setups, integrates seamlessly with daily AMS activity, and gives your team faster communication, automated documentation, and clean visibility across every client touchpoint.
See Lightspeed Voice listed in Applied’s Certified Integrations →
Ready to See It in Action?
Fill out the form to schedule your demo and see how Lightspeed Voice with Applied Epic can streamline your communication.
