Lightspeed for SecureRisk Agencies
Lightspeed helps SecureRisk agencies connect every client conversation to the systems their teams already use, while giving them the tools to communicate smarter, work more efficiently, and stay ahead.
One Platform for Every Client Conversation
From calls and texts to recordings, AI insights, and CRM activity, Lightspeed brings customer communication together so your team has the context they need without jumping between disconnected systems.
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
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
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
Built Around the Platforms Insurance Agencies Already Use
Lightspeed Voice integrates with leading agency management systems and CRMs used by independent insurance agencies.
Insurance Communication Is Harder Than It Should Be
Independent agencies handle a high volume of client calls, policy questions, and service requests. Lightspeed Voice automatically captures conversations, summarizes them, and links them directly to the client record.
Understand How Every Client Conversation Went
NOVA analyzes customer conversations so your team can quickly understand what happened without replaying every call.
See How Every Call Really Went
Review sentiment and conversation details to identify positive interactions, concerns, and opportunities.
Know When Clients Need You
Surface important conversations faster so your team can respond with better context.
Automatically Sync Into Your AMS or CRM
Keep Client Records Up to Date Without Manual Work
Lightspeed integrations help automatically connect communication activity with the systems your agency already relies on.
Powerful AI Insights, Ready When You Need Them
NOVA transforms everyday conversations into information your agency can actually use.
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
More Than Communication
Lightspeed can also help agencies strengthen the technology behind their business with managed IT and cybersecurity solutions designed to keep teams productive and protected.
What Insurance Agencies Are Up Against
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 SecureRisk Agencies Choose Lightspeed
Fast, reliable communication and technology built around insurance workflows.
U.S. Based Support
Responsive support from teams who understand the technology behind your business.
Industry-Leading AI
NOVA turns everyday calls into summaries, insights, and actionable information.
Built for Insurance Workflows
Deep integrations with platforms including Applied Epic, HawkSoft, AMS360, AgencyZoom, and more.
Proven Reliability
Dependable communications designed to keep your agency connected when clients need you.
FAQs
Frequently Asked Questions About
Lightspeed for SecureRisk Agencies
Lightspeed for SecureRisk Agencies
Does Lightspeed integrate with insurance management systems?
Yes. Lightspeed supports integrations with a growing range of insurance AMS and CRM platforms, including Applied Epic, HawkSoft, AMS360, AgencyZoom, and others.
Can calls automatically appear in our AMS or CRM?
Depending on the integration, call activity and related information can automatically sync to the appropriate client or contact record, reducing manual data entry.
What does NOVA do?
NOVA provides AI-powered transcription, summaries, sentiment analysis, and other conversation insights that help teams quickly understand what happened during a call.
Can we access call recordings through our integration?
Supported integrations can include links or access to associated call recordings directly from the customer record.
Can Lightspeed support more than our phone system?
Yes. Lightspeed also provides managed IT and cybersecurity services for businesses that want broader technology support and protection.
Will Lightspeed work for agencies with multiple locations or remote employees?
Lightspeed is built to support modern teams across offices, remote locations, and mobile devices while keeping communication connected.
See How Lightspeed Can Work for Your Agency
See how Lightspeed can help your agency communicate smarter, reduce manual work, and build a stronger technology foundation.
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