Lightspeed FOR INSURANCE AGENCIES
Connect Your Agency
Protect Your Business
Unified business communications, managed IT, and cybersecurity built for insurance agencies. Keep your team connected, your data secure, and your clients confident—every day.
See How Teams Use Lightspeed Voice Inside Applied Epic
One Technology Strategy for Your Agency
Everything you need to communicate, operate,
and stay secure, built for insurance agencies.
and stay secure, built for insurance agencies.
Lightspeed Voice
Communicate Better
AI-powered business calling, texting, and insurance agency integrations that help you connect with clients and close more business.
Lightspeed Solutions
Operate Securely
Managed IT and cybersecurity services that protect you data, systems, and reputation so you can focus on your clients.
Managed IT Support
Cybersecurity Protection
24/7 Monitoring & Response
Endpoint & Device Security
One platform for every client conversation
Lightspeed Voice brings calls, texts, voicemails, recordings, client communication, and AI-powered call insights into one platform built for insurance agency teams.
AgencyZoom Integration
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
AMS360 Integration
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
Applied Epic Integration
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
HawkSoft Integration
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
Explore More Integrations
In addition to the tabs above, click any logo below to watch a quick feature video showing how the integration works.
Work Smarter With Lightspeed NOVA AI
When HubSpot is paired with Lightspeed Voice and NOVA AI, your team can gain additional context from customer conversations.
Smart Summaries
Get to the key takeaways and action items—fast.
Sentiment
See how the conversation flowed with sentiment insights.
Transcription
Review the full conversation with searchable, AI-enhanced transcription.
AI-POWERED CALL SUMMARIES
Communication Is Only
Part of the Picture
Your calls depend on the same systems, devices, and security that keep your agency running.
Lightspeed Voice
Calling
Texting
Voicemail
AMS / CRM Integration
Client Conversations
Lightspeed Solutions
Managed IT Services
Cybersecurity Protection
Endpoint Protection
Email Security
24/7 Monitoring
Stronger client communication starts with sronger technology behind the scenes.
Where IT and Security Matter Most in an Insurance Agency
01
➜
Client Communication
Email, attachments, policy updates, account questions
02
➜
Carrier and platform access
Logins, shared credentials, agency systems, portals
03
➜
Internal operations
Staff collaboration, file storage, onboarding, support
04
➜
Protection and continuity
Monitoring, password security, protection, fast support
→
→
→
What Insurance Agencies Are Up Againt
Phishing & Social Engineering
Attacks target inboxes to steal credentials and client data.
Shared Credentials & Weak Access
Too many shared logins create risk and hard-to-track access.
Compliance & Regulatory Pressure
Client data and carrier requirements demand strong controls.
Downtime Disrupts Revenue
Outages and slow systems impact service and trust.
Remote & Hybrid Work Risks
Users and devices outside the office are harder to secure.
How Lightspeed Solutions Helps
Email & Phishing Protection
Stops threats before they reach your team.
Password Management & MFA
Secure access for every user, every time.
Compliance Ready Security
Built-in controls and documentation support.
Proactive Monitoring & Rapid Response
We detect and resolve issues before they escalate.
Managed IT & Help Desk Support
Real people. Fast answers. Less downtime.
WHY CHOOSE LIGHTSPEED VOICE
Everything Your Agency Needs
to Stay Connected and Protected
One unified technology partner delivering the communications, IT, and security solutions insurance agencies rely on every day.
Trusted by businesses across the country
Join thousands of teams that rely on Lightspeed Voice their business running and their phones ringing.
FAQs
Frequently Asked Questions About
Lightspeed Voice for Service Teams
Lightspeed Voice for Service Teams
How does Lightspeed Voice support field teams?
Lightspeed Voice routes calls from your office to the right person in the field, so your team stays reachable on every job. Whether it’s a service call, install, or follow-up, customers always reach someone who can help.
Can my team use this on mobile devices?
Yes. Your team can call and text using your business number from their mobile phone. No need to share personal numbers, and everything stays tied to your business.
Does this work for multiple locations or teams?
Yes. You can manage multiple locations, teams, and users from one system. It’s built to scale as your business grows.
Will I miss calls if someone is unavailable?
No. Calls can be routed to other team members, groups, or backup lines automatically, so you don’t miss opportunities.
How quickly can we get set up?
Most teams can get up and running quickly. Setup is simple, and our U.S.-based support team helps you every step of the way.
Ready to Simplify Your Agency's Technology?
Bring communications, IT, and cybersecurity together with Lightspeed.
Oops! Something went wrong while submitting the form.
