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Call alertsReceive a summary, urgency tag, transcript and recording after each call.
Insurance Answering Service Integrations: What Works Today
Insurance answering service integrations at launch cover appointment booking into Google Calendar, with email summaries and a dashboard for reviewing calls. Agency software needs manual entry of relevant details. Try the demo to assess the intake first.
Email Summaries, Call Records and Calendar Booking
You receive call alerts by email and app push notification, review records in the dashboard and can book appointments into Google Calendar. Callback messages are available if you prefer them.
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Dashboard recordsReview calls, usage and settings in your receptionist's dashboard.
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Appointment bookingPut appointments into Google Calendar or collect details for callbacks.
Full details
Your receptionist delivers the call record through email and app push notifications. The summary tells you why the person called, and the transcript and recording give you the conversation to review. A daily digest email helps you look back over the day's messages.
For appointments, you can choose booking into Google Calendar or have the receptionist collect a callback request. Decide which suits the way your licensed team works. The dashboard holds calls, transcripts, recordings, usage and settings, while your staff enters relevant request details into your agency's own records.
Agency Software Connections Are Not Live Yet
Direct agency software connections are not live at launch. If you use Applied Epic, AMS360, HawkSoft, EZLynx or AgencyZoom, your team enters relevant call details into that software manually.
Full details
No direct connection is live for Applied Epic, AMS360 from Vertafore, HawkSoft, EZLynx, AgencyZoom, QQCatalyst or NowCerts. These are tools agencies use, rather than destinations where our receptionist automatically writes call details. Your staff reviews the message and enters what belongs in the agency record.
Tell us which software you use and which part of that manual step you would want addressed. Direct connections are planned according to demand. You can send your software request while evaluating the receptionist's call handling on its current features, without assuming a future connection is available.
Management systemsApplied Epic and AMS360 require manual entry of relevant call details.
Agency workflowsHawkSoft and EZLynx have no direct connection at launch.
Other recordsAgencyZoom, QQCatalyst and NowCerts also need manual entry by your team.
Review the Call, Then Update Your Agency Record
Your staff can work from the summary, check the transcript or recording and enter relevant details into the agency's software. Review the message before treating it as an instruction to act.
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Read the summaryIdentify the request and the caller's reason for contacting you.
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Check the contextUse the transcript or recording when a detail needs review.
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Update your recordsHave your team enter the information into its agency software.
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A practical workflow starts with reviewing the caller's request in the email alert or dashboard. For a quote inquiry, your agent can check the callback details and insurance type before adding the inquiry to the agency's records. For a certificate request, the team can review recipient details and requested timing.
Use the transcript or recording to check wording when the summary needs context. Enter the relevant information through your normal agency process, then let your licensed team handle advice and coverage decisions. This manual step is part of using the receptionist alongside your existing software today.
Tell Us Which Connection Would Help Your Agency
We plan direct connections according to demand. Tell us the software you use and the call information you want moved, so your request describes the agency work it would support.
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Your request helps explain which connection matters to your agency and why. Name the software, describe the request type and identify the details your team currently enters by hand. A specific example, such as moving a quote inquiry into an agency record, gives us more context than a product name alone.
We use demand to guide connection planning, without promising a release date here. Use the contact page to share your workflow. Request a free trial to assess the receptionist's intake, alerts and appointment options against the work your agency needs handled.
Name the softwareTell us which system your agency uses for caller records.
Describe the taskExplain which message details your team enters by hand.
Evaluate today's serviceUse the demo to assess the call handling available now.
FAQ
Does the receptionist automatically update Applied Epic or AMS360?
No. Direct agency software connections are not available, including Applied Epic and AMS360. Your team receives call summaries and can review the transcript or recording, then enter the relevant information manually. Use that current workflow when deciding whether the service suits your agency.
Can it book appointments into Google Calendar?
Yes. Appointment booking into Google Calendar is available. If you prefer to arrange appointments yourself, the receptionist can take a message with the details for your callback instead. Choose the approach that fits how your agency wants prospective and current clients to reach the team.
How do I get messages without an agency software connection?
We send call alerts by email and app push notification, with a summary, urgency tag, transcript and recording. Your dashboard also holds the call records, and you receive a daily digest email. Your staff can review those messages before updating records in the software it uses.
Can I request a connection for HawkSoft, EZLynx or AgencyZoom?
Yes. Tell us which software you use and describe the details your team wants to move from call messages into its records. Direct connections are planned according to demand, and those products are not connected. Assess the available service while sharing what would help your workflow.
Can I try the call handling before choosing a plan?
Yes. The browser demo is available without signup and uses a fictional agency. Try a quote, claims or certificate conversation to assess the intake. Request a free trial to configure your agency; a card is required before forwarding your business calls goes live.
Try the Call Handling Available Today
Hear the receptionist in the browser demo, then request a free trial to test your agency's questions, call alerts and appointment preferences.