Lightspeed Voice for Insurance Agencies

Never miss another client call. Centralize calls, texts, emails, and client data in one secure platform built for insurance agencies.

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One platform for every client conversation

Lightspeed Voice brings calls, texts, voicemails, recordings, and analytics into a single interface your team can actually use.

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

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

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In addition to the tabs above, click any logo below to watch a quick feature video showing how the integration works.

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All Integrations

Insurance Communication Is Harder Than It Should Be

Your agency depends on fast, accurate conversations. NOVA helps capture, summarize, and protect every client interaction automatically.

Interface showing call recording and transcription with user Douglas Powe and prospect Chris Thompson discussing flood insurance coverage, positive sentiment highlighted, and detailed call summary.

Call recording and transcription interface showing an inbound call between user Douglas Powe and prospect Chris Thompson on 08/31/2025 at 9:53 AM with a positive sentiment. The transcript includes a conversation about adding coverage, sharing credit card information with PII redacted, and verifying details. Visual sentiment analysis bars for user and prospect are displayed below the transcript.

Understand How Every Client Conversation Went

See patterns in call outcomes and client engagement to understand where agents excel and where follow-up is needed.

Blue icon of a pencil writing on a sheet of paper.

See How Every Call Really Went

Spot tone and sentiment shifts to understand what clients are feeling.

Purple robot head with round eyes, a smiling mouth, and an antenna on top.

Know When Clients Need You

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

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Automatic Sync Into Your AMS or CRM

Your client records stay up to date without manual work.

Call details showing an inbound call on 08/28/2025 at 3:55 PM EST where Chad Mclain answered a call from 9414510440 lasting 5 minutes 26 seconds with positive sentiment and an AI summary about discussing home insurance.

CRM interface showing contact details for Chris Thompson and call, text, and note history with Douglas Powe.

CRM interface showing contact details for Chris Thompson, call and text interaction history with Douglas Powe including sentiment analysis and call recordings links.

Every call is automatically logged in your agency management system or CRM as soon as it ends. Call details, notes, and recordings are saved directly to the client record so your team always has accurate, complete documentation.

No copying. No typing. No missed details.

Why Growing Agencies Choose Lightspeed Voice

Fast, reliable communication and automation built for insurance workflows.

U.S. Based Support

Reliable performance and clear call quality that keeps your agency moving without downtime.

Industry-Leading AI Insights

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

Built for Insurance Workflows

Integrations tuned for AgencyZoom, AMS360, and QQCatalyst, and More!

4.9-Star Average Rating

Thousands of users rely on Lightspeed Voice every day.
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FAQs

Frequently Asked Questions About Lightspeed Voice for Insurance Agencies

live chat customer service

Does Lightspeed Voice work with insurance agency management systems?

Yes. Lightspeed Voice integrates with leading insurance platforms, including AMS360, AgencyZoom, QQCatalyst, and Applied Epic. Calls, notes, and recordings sync directly to the correct client record.

Can Lightspeed Voice support multiple AMS or CRM platforms at the same time?

Yes. Lightspeed Voice is built to support agencies using different systems across teams or locations. Activity is written to the appropriate platform based on how your agency operates.

Are calls and notes logged automatically?

Yes. Call details, summaries, and recordings are added automatically after each call. There is no manual copying or re-entry required.

See How Lightspeed Voice Works With Your Agency Systems

Whether your agency uses AMS360, AgencyZoom, Applied Epic, or QQCatalyst, we’ll show you exactly how calls, texts, recordings, and notes sync into your existing workflow.

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Lightspeed Voice for Insurance Agencies

Trusted by insurance agencies nationwide

One platform for every client conversation

Explore More Integrations

Insurance Communication Is Harder Than It Should Be

Never Miss A Detail

Instant, Actionable Recaps

Automatic Privacy Protection