Lightspeed Voice for Insurance Agencies
One platform for every client conversation
This is a full two-way integration that syncs calls, texts, recordings, and notes across both platforms. Use AI tools like Smart Summaries and Sentiment Detection to surface key insights and simplify your next steps.
- Two-way call & text sync
- Call data and recordings added automatically
- AI-generated summaries written to the right records
- Smart sentiment scoring for cleaner customer insight
Call details, recordings, and notes are automatically linked to the right client records in AMS360. See caller context instantly and eliminate time wasted on documentation or searching.
- Call pop-ups with client data
- Automatic sync of notes, recordings, and activity
- AI tools like Smart Summaries and Sentiment Detection on each record
Lightspeed Voice helps insurance teams connect calls, texts, recordings, notes, and AI-powered insights directly with Applied Epic. Keep client communication organized, reduce manual updates, and give your team faster access to the details they need after every conversation.
- Call, text, note, and recording sync
- Client details available during conversations
- AI summaries and sentiment insights with NOVA
Lightspeed Voice brings caller details and call activity directly into HawkSoft, giving your team instant context without manual data entry.
Access call logs, recordings, and summaries inside the client record, right where your agency expects them.
- Screen pops with client information
- Automatic sync of notes and recordings
- Call activity logged to the correct record
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AI Call Insights for Insurance Agency Conversations
Understand How Every Client Conversation Went
See How Every Call Really Went
Know When Clients Need You
Automatic Sync Into Your AMS or CRM
Every call is automatically logged in your agency management system or CRM as soon as it ends. Call details, notes, and recordings are saved directly to the client record so your team always has accurate, complete documentation.
No copying. No typing. No missed details.
Why Growing Agencies Choose Lightspeed Voice
U.S. Based Support
Industry-Leading AI Insights
Built for Insurance Workflows
4.9-Star Average Rating
FAQs
See How Lightspeed Voice Works With Your Agency Systems
Whether your agency uses AMS360, AgencyZoom, Applied Epic, or QQCatalyst, we’ll show you exactly how calls, texts, recordings, and notes sync into your existing workflow.
