CallSprout + Applied Epic
Connect Sage, your AI voice agent, to Applied Epic so every insured who calls is handled professionally around the clock, with conversation details captured and ready for your team the moment they open the account. Available for Applied Epic.
How CallSprout works with Applied Epic.
Insurance agencies live and die by responsiveness. A client calls about a policy change at 7 p.m. or reports a claim on a Saturday morning, and whoever picks up sets the tone for the entire relationship. Most agencies staff for business hours and let everything else roll to voicemail, which means the clients who need you most during a stressful moment are the ones most likely to reach a recording.
CallSprout puts Sage, our AI voice agent, in front of your Applied Epic agency so calls are answered any time, handled professionally, and the details of every conversation are captured and structured for your team to act on. When the integration is configured, Sage can surface the caller's Applied Epic record so your staff greets each insured by name and picks up the conversation with full policy context already at hand. Because Applied Epic's API access runs through its partner certification program, the specific write-back capabilities, including how call activity and summaries attach to the account, are scoped and confirmed during setup.
The result is an agency phone line that reflects how good your team actually is, even when your team is not available. Sage keeps the conversation professional, captures what matters, and hands your staff a complete picture instead of a voicemail timestamp. If you want to see how CallSprout's AI voice platform fits alongside the agency management system you already run, the answer is always: alongside it, not instead of it.
CallSprout and Applied Epic, working together.
What Sage does once your call data flows into the tools you already use.
Sage handles inbound calls around the clock so clients who call after hours, on weekends, or during a high-volume stretch still reach a professional, attentive voice instead of voicemail.
Every call Sage handles produces a full transcript and an AI summary of what was discussed. Your team opens the account in Applied Epic with the context they need, not a cryptic note someone typed in a hurry.
Sage collects the caller's name, policy information, and the reason for the call whether they are reporting a loss or asking about coverage, so your team has a structured record waiting at the start of the next business day.
When the Applied Epic connection is set up through Applied Systems' certification process, CallSprout can match the inbound number to the insured's account and surface that record for your staff before they take the call.
After-hours calls are where agencies win or lose clients
A policyholder calls to report a break-in at 11 p.m. and reaches voicemail. By the next morning they have already started shopping for a new agency. This is the scenario most agency owners describe as their biggest gap, and it is one that adding staff does not solve economically. Sage fills it without adding headcount.
Sage answers the call, acknowledges the urgency, asks the right questions, and captures the details in a structured summary. Whether the caller is reporting first notice of loss or asking whether their policy covers a specific situation, Sage keeps the conversation calm and complete. Your team starts the next day with a full record instead of a voicemail they have to transcribe and chase down. Learn more about how Sage handles inbound calls and what it captures.
How call data flows into Applied Epic
Applied Epic provides a RESTful API through its developer program that covers client and account data, activity writes, and related agency operations. Access runs through Applied Systems' partner certification process rather than open self-serve credentials, which means the depth of the integration, including which fields are written back and how call summaries attach to an insured's account, is confirmed and scoped during your setup call.
What this means in practice is that we do not make blanket claims about what is written where. We scope the integration to what the API supports and what your agency has configured, then confirm the data flow with you before go-live. For agencies running Applied Epic at scale, that specificity is a feature: you control what lands in the system of record, and your team does not inherit data quality problems from an unconfigured automation. See how CallSprout approaches transparent, honest pricing and setup across every integration.
Routing calls the way your agency is actually organized
Most insurance agencies organize around producers, account managers, and lines of business. A personal lines client calling about a homeowner policy should not end up with a commercial lines manager. CallSprout's call routing can direct inbound calls based on the rules your agency uses, sending each caller to the right person or team without requiring the caller to navigate a confusing menu.
When configured with Applied Epic account data, routing can be refined further based on who the insured's assigned producer is or which line of business is on the account. Those details come from Applied Epic and the routing decision is made on CallSprout's own phone network, so no additional tooling is needed between the two systems. Smaller agencies often start with simpler routing rules and expand as they see the call patterns Sage surfaces. The setup call is where we map your actual structure to the routing logic.
Built for independent agencies that run Applied Epic
Applied Epic is the agency management system of choice for mid-to-large independent agencies handling personal lines, commercial lines, benefits, and specialty. CallSprout is built to fit that profile: a phone layer that does not require an overhaul of your existing stack, just a cleaner connection between your phone line and the system your staff already works in all day.
If your agency also uses other insurance platforms or comparison tools, the same principles apply. You can see how CallSprout connects across the insurance category from the full integration catalog. For agencies that want to explore what AI can do beyond the phone line, our sister company Ereos builds custom AI on its Watchtower platform tailored to the insurance vertical. And if you want to understand what the CallSprout insurance phone system looks like from first call to filed record, that is the starting point.
What this looks like day to day.
A policyholder calls Saturday evening to report a pipe burst. Sage answers, acknowledges the situation, collects the insured's name, policy details, and loss description, and produces a structured summary. When your team opens Applied Epic Monday morning, the record is there and the client already knows their agency heard them.
During renewal season your phones spike. Sage absorbs the overflow calls that would otherwise hit voicemail, handles routine questions about coverage and billing, and flags callers who need a producer callback. Your staff focuses on the conversations that move policies forward instead of playing phone tag.
A commercial lines client needs a certificate of insurance for a job starting the next morning and calls at 6 p.m. Sage captures the request details, the named insured, and the deadline, and queues a structured task for your team so the certificate is ready when your office opens.
Getting connected to Applied Epic.
- 1
Book a 15 minute call and tell us how your agency uses Applied Epic, how your team is organized, and what kinds of calls you most want Sage to handle.
- 2
We work through the Applied Epic partner certification process to configure the connection, scope what data flows where, and map your call routing to how your agency is actually structured.
- 3
Sage starts answering calls, capturing conversation details, and surfacing insured records for your staff based on the configuration you approved. Book your call to get started.
Have Sage call you.
The fastest way to see how Sage handles your calls is to hear it. Leave your number and Sage, our AI voice agent, calls you in about 10 seconds.
Applied Epic, answered.
- Does CallSprout integrate with Applied Epic?
- Yes. CallSprout connects to Applied Epic through Applied Systems' certification process so Sage can surface insured records, capture call details, and route calls based on your agency structure. The specific capabilities are confirmed during setup. Book a call and we will walk through what is available for your agency.
- Can Sage handle calls after hours and capture claim details?
- Yes. Sage answers inbound calls around the clock. It collects the caller's name, policy information, and reason for calling, and produces a structured summary your team can act on when they open Applied Epic at the start of the next business day.
- What Applied Epic capabilities are available through the integration?
- Applied Epic's API covers client and account data, activity logging, and related agency operations. Access runs through Applied Systems' certification process rather than open self-serve credentials, so the exact scope of the integration, including which data is read and written, is confirmed with your agency during setup. We do not claim capabilities before verifying them.
- Is this Applied Epic the insurance agency management system?
- Yes. This integration is with Applied Epic, the agency management platform from Applied Systems used by independent insurance agencies. It is not related to Epic Systems, which makes healthcare software.
- Will CallSprout replace Applied Epic or our agency's existing workflow?
- No. CallSprout works alongside Applied Epic, not instead of it. Sage handles the phone layer and captures conversation details. Your team continues to work in Applied Epic as they always have, with the call context already available when they open an account.
- How does call routing work with Applied Epic?
- CallSprout routes inbound calls on its own phone network based on rules that reflect your agency's structure, such as sending callers to the right producer or line-of-business team. When Applied Epic account data is in the integration, those routing rules can reference the insured's assigned producer or account type. The routing decisions happen within CallSprout, not inside Applied Epic.
- Do we need to change our phone system or buy new hardware?
- No. CallSprout is cloud based and runs on the devices your team already uses. Sage is a voice layer in front of your existing agency line, not a replacement for it. There is no hardware to buy and no existing system to rip out.
The call data and account patterns Sage captures are only one layer of the picture. Our sister company Ereos builds custom AI for insurance agencies on its Watchtower platform, reading across your agency management data to surface the signals that drive retention and growth.
When the insight your agency needs is already in your data
CallSprout keeps your phone line answered and your call details structured for Applied Epic. When you want AI that reads across your agency management system to flag at-risk accounts, identify cross-sell opportunities, or surface the clients whose coverage has quietly drifted from what they actually need, that is what our sister company Ereos builds. Its Watchtower platform connects to the tools independent agencies already run and turns that data into decisions your producers can act on.
Schedule a discovery call with EreosMore on how Sage works.
How Sage answers, qualifies, and captures calls for your agency.
Send each insured to the right producer or team automatically.
Why independent agencies run CallSprout.
Everything Sage connects to across the insurance stack.
Connect CallSprout to Applied Epic
Book a 15 minute call and we will get you set up.