September Customer Newsletter
Fall is in the air, and with a busy season ahead, Lightspeed is here to help keep your business connected, secure, and running smoothly. Thank you for continuing to trust us as your communications and technology partner. Here’s what’s new at Lightspeed this month!
Ask NOVA: Get the Answers You Need from Any Call Transcript
Missed a detail on a call? Just Ask NOVA! 🚀 Sometimes the detail you need isn’t captured in the Custom Call Summary or Call Query. With Ask NOVA, you can ask questions directly about an individual call transcript and get answers in seconds.
Looking for a specific detail? Need a quick refresher on what was discussed? Simply open the call and Ask NOVA:
💬 Why did the customer call?
💬 What policy numbers were mentioned?
💬 What vehicle models were mentioned?
No replaying the call or searching through the transcript. Just ask NOVA and get the information you need, on demand. Admins can enable NOVA Pro directly in settings or reach out to our team for a walkthrough and questions!
Cybersecurity Compliance: Is Your Agency Prepared?
For insurance agencies, protecting sensitive client information isn’t just good cybersecurity practice, it’s an important part of maintaining compliance. As your agency adds employees, devices, applications, and vendors, your cybersecurity protections need to evolve with it. Staying compliance-ready means understanding your risks and putting safeguards in place to protect client data.
How does your agency measure up?
🔒 Have you recently assessed your cybersecurity risks?
🔒 Are accounts and access properly protected?
🔒 Are employees prepared to recognize phishing attempts?
🔒 Are devices continuously protected, patched, and monitored?
If you’re unsure about any of these answers, there may be gaps worth addressing. Read our latest blog for five practical steps to strengthen your agency’s security and stay compliance-ready.
Integration Spotlight: More Call Insights, Now In Xanatek!
Your Lightspeed Voice + Xanatek integration is getting even more connected. In addition to automatically linking your call recording to Xanatek after a conversation, NOVA users will now see call summaries and sentiment included directly in the client record, putting more of the information your team needs right at their fingertips.
With key details from the conversation readily available, your team can spend less time taking notes, replaying calls, or searching for context and more time focused on what comes next. It’s a simpler way to keep valuable call insights connected to your agency workflow.
We’re always looking for ways to make Lightspeed work even better within the tools our customers use every day. Stay tuned for even more integration enhancements and features designed to keep your workflows connected and your team working efficiently!
See You on the Road This Fall!
Fall tradeshow season is in full swing, and the Lightspeed team has a busy schedule ahead! We’ll be traveling across the country to connect with customers, partners, and industry professionals, share what’s new at Lightspeed, and catch up with familiar faces along the way. Will you be at one of our upcoming events? Come say hello!
- Applied Net 2026 (Washington DC) – September 28-October 1
- InsureTech Connect 2026 (Las Vegas, NV) – September 29-October 1
- IACON 2026 (Dublin, OH) – September 29-30
- Hawks Nest Owners Retreat (Newport, RI) – October 6-9
- FirstChoice in Motion Members Retreat (National Harbor, MD) – October 14-16
- PIA Texas 2026 Conference (Houston, TX) – October 14-16
- HUG Regional Event (Atlanta, GA) – October 22
- Small Business Expo (Austin, TX) – October 29
- HUG Regional Event (Westerville, OH) – October 29
Refer & Save with Lightspeed!
Know a business that could benefit from Lightspeed? Introduce a business associate to our services and you could receive up to one month free* on your upcoming bill.
Whether they’re looking for a better business phone system, managed IT, or stronger cybersecurity, spread the word about your experience with Lightspeed and enjoy the savings when your referral becomes a customer.
It’s simple to get started — refer a business today and help them discover the same dependable, white-glove service your team relies on.
*Terms & Conditions Apply
As always, thank you for being a valued customer!
-The Lightspeed Team
