AI receptionist & phone
AgentZap
AI receptionist that answers calls 24/7, books appointments and pushes notes to your AMS.
AI tools that work with Applied Epic
22 AI tools with an Applied Epic integration we verified on the vendor’s site or an official partner page. Each tool page links to the source.
Applied Epic tools by category
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AI receptionist & phone (10)
AI receptionist & phone
Bridge
Insurance-focused VoIP, texting and communication platform with AI features (Magellan tier).
AI receptionist & phone
Brilo AI
AI call center agents that answer, qualify and route calls 24/7.
AI receptionist & phone
Gail
AI agents for voice, SMS, email and chat that handle insurance calls, COIs and after-hours service.
AI receptionist & phone
Lightspeed Voice
AI-powered business phone system with call summaries (NOVA AI), call pop and CRM/AMS logging.
AI receptionist & phone
PolicyLift
Voice and chat AI for independent agencies covering lead intake to bind.
AI receptionist & phone
Sonant
AI receptionist built for insurance agencies that answers calls 24/7 and logs them to your AMS.
AI receptionist & phone
Strada
Enterprise phone, email and chat AI agents for insurance carriers and brokers.
AI receptionist & phone
SUPERAGENT
AI workforce for agencies: answers after-hours calls, works aged leads and cuts quote data entry.
AI receptionist & phone
Voksha
Low-cost AI receptionist that answers every call 24/7 and sends a summary.
Quoting (3)
Quoting
Canopy Connect
Clients share their current policy data in seconds so you can quote faster.
Quoting
Quotamation
Home and auto quoting/rater software with quote-from-documents AI.
Quoting
RiskAdvisor
Smart quote forms that collect clean prospect data and push it into your AMS.
CRM with AI (2)
CRM with AI
Broker Buddha AI
AI operating system for P&C agencies: data capture, ACORD forms, pipelines and e-sign.
CRM with AI
InsuredMine
Insurance CRM with AI, sales pipelines, automation and a client portal.
Email & marketing (2)
Email & marketing
ClientCircle (Rocket Referrals)
Marketing automation, referrals, reviews and retention for agencies (formerly Rocket Referrals).
Email & marketing
PathwayPort
Marketing automation, forms and BPA for insurance agencies and brokers.
Document & loss-run processing (3)
Document & loss-run processing
Certificial
Smart COI platform with real-time policy monitoring.
Document & loss-run processing
Cooper
AI coworker for commercial teams: ACORDs, submissions, quote comparison, loss runs and COIs.
Document & loss-run processing
Docsumo
Document AI that extracts and checks data from ACORD forms and other documents.
Service & chat (2)
Service & chat
Native Base
Done-for-you workflow automation for independent agencies, for one flat monthly fee.
Service & chat
ReFocus AI
Uses AMS and CRM data to flag clients at risk and drive proactive retention outreach.
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