Manage Applied Epic Calls in Lightspeed Voice
View matched client details, manage call activities, and send notes and NOVA insights to Applied Epic from Lightspeed Voice.
- Access matched client details during calls
- Create activities and control when they sync
- Add NOVA summaries and sentiment after calls
• Included with eligible Lightspeed Voice plans
Manage Applied Epic Activities Inside Lightspeed Voice
Open matched client details, customize the activity, and choose when to send it to Applied Epic.
- Call summaries and sentiment join call details after NOVA finishes processing.
- Send the activity after the call with Insert on Hangup enabled.
- Save unfinished entries and complete them later in the Applied Epic Call Log.
How the Applied Epic Phone Integration Works
Lightspeed Voice integrates with Applied Epic to help insurance agencies manage call activities inside Lightspeed Voice. Click the Applied Epic icon in the softphone, or select View Details in the dashboard notification when using a desk phone or mobile app. Open matched client information, create or update an activity, and associate it with an account or policy.
NOVA AI + Applied Epic
When paired with NOVA AI, call activities can include AI-generated summaries and sentiment after processing completes. Transcription takes place in Lightspeed Voice. Review the activity, add your notes, and choose when to send it to Applied Epic.
Explore AI Features
Applied Epic integration at a glance
See what connects and how your team stays in control.
Capability | Availability | How it works |
|---|---|---|
Client details | ✓ Supported | Open matched Epic details inside Lightspeed Voice. |
Activity management | ✓ Supported | Create or update activities for an account or policy. |
Call details & recordings | ✓ Supported | Send call notes and a recording link with the activity. |
Choose when to send | ✓ Supported | Send after hangup or save the activity to finish later. |
AI summaries & sentiment | ✧ Requires NOVA | Add insights after the call finishes processing. |
Saved-call review | ✓ Supported | Complete unfinished entries in the Applied Epic Call Log. |
Recording access follows user permissions. NOVA insights sync after processing.
Get connected to Applied Epic
Our team helps your agency confirm requirements and complete setup.
1
Confirm access
Your agency needs an Applied Epic API Suite license and Applied approval for the connection.
2
Connect your agency
Lightspeed Voice helps configure your agency connection using the required Applied Epic account details.
3
Verify your users
Confirm user information and agency or branch permissions so your team can access the right records.
Ready to set up your integration?
Follow our Applied Epic integration setup guide.
Explore NOVA and NOVA Pro
Review calls in Lightspeed Voice with NOVA and NOVA Pro. With NOVA enabled, summaries and sentiment can accompany the call details sent to Applied Epic after processing.
Stay Ahead with Sentiment Insights
Spot risks, capture opportunities, and strengthen relationships with NOVA AI.
Review Call Sentiment
See average and ending sentiment alongside the call details to help prioritize follow-up.
Follow Up on Negative Calls
Use Sentiment Alerts in Lightspeed Voice to identify negative calls after analysis and prioritize a response.
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
Post-call transcription, summaries, and sentiment insights help your team review conversations and prepare follow-up.
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
Lightspeed Voice and Applied Epic
Lightspeed Voice and Applied Epic
How does Lightspeed Voice integrate with Applied Epic?
Manage call activities inside Lightspeed Voice. Lightspeed Voice lets your team access matched client details inside your calling workflow and create or update Applied Epic activities with account or policy associations. Activities can include call notes and recording links. NOVA adds summaries and sentiment after processing when enabled and the relevant integration triggers are configured.
How do I open Applied Epic client details during a call?
Click the Applied Epic icon in the Lightspeed Voice softphone. If you use a desk phone or mobile app, select View Details in the dashboard notification. Matched client information opens inside Lightspeed Voice. You can also select the contact's name to open their record in Applied Epic.
Can I choose when to send call activities to Applied Epic?
Yes. Enable Insert on Hangup to send the activity after the call, or leave it unchecked to save it for later. To finish a saved activity, open the Applied Epic Call Log in the Lightspeed Voice dashboard, select the call, complete the details, and select Save & Send.
Do NOVA summaries and sentiment sync immediately?
NOVA summaries and sentiment become available after the call ends and post-call processing completes. Syncing requires NOVA and the relevant integration triggers. NOVA Pro is not required for summaries and sentiment.
Who can access call recordings linked in Applied Epic?
Recording access follows Lightspeed Voice user permissions. Including a recording link in an Applied Epic activity does not give someone additional permission to listen to the recording.
What is required to set up the Applied Epic integration?
Your agency needs an Applied Epic API Suite license and Applied approval for the connection. Lightspeed Voice helps configure the required agency connection details and verify user information, including Lookup Code and Email1, plus agency or branch permissions.
See Lightspeed Voice and Applied Epic in Action
See how your agency can access client details, manage call activities, and bring NOVA insights into Applied Epic. Schedule a demo tailored to your team's workflow.
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