Applied Epic's Most Advanced VoIP Integration: Power Your Agency with Lightspeed Voice

Lightspeed® integrates directly with Applied Epic to streamline your workflow and keep every client interaction organized, visible, and easy to manage.

See How Agencies Use Lightspeed Voice Inside Applied Epic

Simplify Your Workflow with Lightspeed Voice and Applied Epic

What This Integration Does for You
Instant call pops with caller profiles and policy details
Auto-logs calls and recordings to the correct account
Add new activities or update existing ones mid-call
Set follow-up reminders and notes in real time
NOVA AI delivers call summaries and sentiment analysis
Live activity syncing keeps Applied Epic up to date
Fewer manual steps and better visibility across teams
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Powerful AI Insights in Lightspeed Voice, Ready for You in Applied Epic

NOVA handles transcription, summaries, and compliance tools on the Lightspeed Voice side, then pushes organized call details directly into Applied Epic.
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Stay Ahead with Sentiment Insights

Spot risks, capture opportunities, and strengthen relationships with NOVA AI.
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See How Every Call Really Went

Spot tone and sentiment shifts to understand what clients are feeling.
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Know When Clients Need You

Get fast alerts when calls turn negative so your team can act instantly.

Automatically Sync Every Call Into Applied Epic

NOVA updates client records in Applied Epic the moment a call ends. No manual data entry. No missed details.
Call summary showing inbound call from Chad Mclain with duration 1 minute 35 seconds, positive sentiment, AI summary about home insurance interest, and a call recording link.Applied Epic software interface showing an open activity call detail for Chris Thompson with call description, contact info, follow-up date, and notes including AI summary and call recording link.Applied Epic software interface showing an open call activity with details of an inbound call answered by John McLain, contact Chris Thompson, and call notes including sentiment and summary.
  • Call summaries and sentiment sync into the client record automatically.
  • Call recordings attach to the account without any extra steps.
  • Notes, follow-up tasks, and key details are organized and ready for your team.

Why Agencies Choose Lightspeed Voice

Fast, reliable communication and automation built for insurance workflows.
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#1 Rated Phone Service

Reliable performance and clear call quality that keeps your agency moving without downtime.
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Award-Winning NOVA AI

Real-time transcription, summaries, and sentiment insights that help your team follow up faster and work smarter.
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98% Customer Satisfaction

Responsive support from people who know agency operations and fix issues the moment they appear.
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4.9 Star Google Rating

Proven trust across thousands of users who rely on Lightspeed every day.

See Lightspeed Voice listed in Applied’s Certified Integrations →

Ready to See It in Action?

Fill out the form to schedule your demo and see how Lightspeed Voice with Applied Epic can streamline your communication.

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