CallSprout + NowCerts
Connect Sage, your AI voice agent, to NowCerts so matched insureds are recognized on the first ring and their calls are logged to the account with plain-language summaries. Calls with no account match keep their summary and captured details in CallSprout for your team to review. Available for NowCerts.
The NowCerts integration features described on this page require an active, permitted connection to NowCerts. Availability depends on that system's supported APIs and permissions.
How CallSprout works with NowCerts.
For an independent insurance agency, the phone never really stops. A policyholder calls about a billing question, another calls to report a claim, and a new prospect wants a quote, all before lunch. When those calls land without context, your agents spend the first sixty seconds hunting for the account instead of helping the person on the line.
CallSprout fixes that by connecting your NowCerts account to Sage, our AI voice agent. The moment a call arrives, CallSprout looks up the inbound number in NowCerts and surfaces the insured's account for your staff, so the conversation can start where it should: on the insured's needs, not on finding their record. Every call Sage handles receives a plain-language summary; when a NowCerts account matches, Sage writes the summary to that account as a call log note, while calls with no account match keep the summary and captured details in CallSprout for your team to review. Recorded matched calls also receive a full transcript. The matched account record stays current without anyone typing up notes afterward.
It is the same pattern we follow for every insurance agency: pull the context the phone already knows into the system your team already runs, and let your agents spend their time on coverage and relationships instead of data entry. Sage works alongside NowCerts. It does not replace it.
CallSprout and NowCerts, working together.
What Sage does once your call data flows into the tools you already use.
CallSprout matches the inbound number against your NowCerts customer records and puts the account on screen for your agent before they pick up, so the first words out of their mouth are about coverage, not about looking up a name.
When the call ends, Sage generates a plain-language summary; when a NowCerts account matches, the summary posts to that account as a note, while calls with no account match keep the summary and captured details in CallSprout for your team to review. Recorded matched calls also receive a full transcript. Your matched accounts have a complete, searchable conversation record without any manual data entry.
Sage answers after-hours FNOL calls, captures the insured's name, policy, and loss details, and logs everything to the account so your adjusters have a clean starting point when they open in the morning.
CallSprout reads agent assignments and account data from NowCerts and routes each caller to the right person on CallSprout's own phone network, so a policyholder calling their agent's direct line always reaches the correct desk.
Know the insured before you say hello
NowCerts exposes a phone-lookup endpoint through its self-serve REST API, and that is the starting point for this integration. When a call arrives, CallSprout queries NowCerts with the inbound number and retrieves the matching customer record, then surfaces the account for your agent before they answer. The match runs in the background so there is no delay for the caller and no hunting for your staff.
For agencies running a shared main number, the lookup returns the insured's account even when the call comes from a number on file rather than a dedicated direct line. When a caller is not yet in NowCerts, Sage captures their name, phone, and reason for calling during the conversation, so your team can create the record from a complete starting point instead of a blank form. This is what we mean when we say CallSprout closes the gap between the phone and the AMS: the screen-pop runs on CallSprout's phone network using data it reads from NowCerts, and it works whether your team is at their desks or forwarded to a mobile.
Matched calls logged to the account the moment they end
NowCerts supports call log and note write-back through its API, and CallSprout uses that to close the loop on matched conversations. When a call ends, Sage generates a plain-language summary; when a NowCerts account matches, the summary posts as a note on that account, while calls with no account match keep the summary and captured details in CallSprout for your team to review. Recorded matched calls also receive a full transcript. Your agents do not need to type anything up, and matched account records reflect the conversations that actually happened rather than whatever someone managed to jot down under pressure.
Because the log includes a full recorded-call transcript, you get a searchable record of what policyholders keep calling about. That feedback loop is one of the reasons agencies turn on AI call transcription for recorded calls across all their lines, not just the ones Sage handles. Recording and disclosure handling are configurable for each deployment. Requirements vary by state and by call type, so you remain responsible for confirming what notice or consent your jurisdiction requires. Notes are stored in NowCerts in your normal account structure, so your team can find them exactly where they expect them.
After-hours FNOL and overflow calls, handled
The calls that arrive after 5 p.m. on a Friday are often the most consequential. A policyholder reporting a house fire or a burst pipe cannot wait until Monday morning, and a voicemail box does not give them any confidence that help is on the way. Sage answers those calls, walks the insured through the information your adjusters need for first notice of loss, and logs the complete account to NowCerts so the file is ready when your team opens in the morning.
The same capacity matters during high-volume periods. When a hailstorm generates fifty simultaneous calls, Sage handles the overflow, captures each insured's information, and routes urgent situations to an on-call adjuster through CallSprout's routing layer. Your staff stays on the calls that need a human judgment call instead of trying to manage a phone queue. And because every Sage interaction produces a logged note, nothing slips through during the surge.
Built for independent agencies running NowCerts
NowCerts is the AMS most independent agencies choose because it is designed for their workflow, not for the carrier's. CallSprout is built to fit the same philosophy: connect to the tools you already run, fill in the gaps the phone creates, and stay out of the way. There is no new hardware to buy, no desktop client to install, and no training beyond telling your team that the account now pops before they answer.
If you also use a comparative rater or a carrier portal alongside NowCerts, Sage works the same way across those tools. If you are evaluating other options in the insurance AMS space, you can also see how this pattern works with EZLynx, Applied Epic, and AgencyZoom. You can browse the full catalog on the integrations page and see how Sage connects to the rest of your agency's stack. CallSprout runs on a reliable cloud phone platform so there is no on-premises infrastructure to manage.
What this looks like day to day.
A policyholder calls Friday evening to report water damage from a burst pipe. Sage answers, recognizes the insured from the NowCerts lookup, walks them through the FNOL questions, and logs the complete conversation to their account. The adjuster opens Monday morning with a full record and can call the insured back informed instead of starting from scratch.
A policyholder calls about their renewal premium. CallSprout surfaces their matching NowCerts account before the agent answers, so the conversation starts on the policy, not on verifying who is calling. When the call ends, the conversation is logged as a note on that matched account automatically.
A hailstorm sends fifty calls in two hours. Sage handles the queue, captures each insured's information, logs FNOL details to each NowCerts account, and flags the calls that need an adjuster callback. Your staff stays focused on the highest-priority claims instead of triaging a ringing phone.
Getting connected to NowCerts.
- 1
Book a 15 minute call and tell us how your agency uses NowCerts, including how you handle FNOL, renewals, and after-hours coverage.
- 2
We connect Sage to your NowCerts account through its REST API, mapping phone lookup, call log write-back, and routing to your agency's structure.
- 3
Every inbound call is matched to the insured's NowCerts record, routed to the right agent, and logged with an AI summary the moment it ends; recorded calls also include a full transcript. 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.
NowCerts, answered.
- Does CallSprout integrate with NowCerts?
- Yes. CallSprout connects to NowCerts through its self-serve REST API to identify the insured by phone number and route the call to the right agent. When a call ends, Sage generates an AI summary; when a NowCerts account matches, it writes the summary to that account as a note, while calls with no account match keep the summary and captured details in CallSprout for your team to review. Recorded matched calls also receive a transcript. Book a call and we will walk through your agency's setup.
- Which NowCerts capabilities does the integration use?
- CallSprout uses the phone lookup endpoint to identify insureds on inbound calls and the agent list and account detail endpoints to route each call correctly. The call log and note write-back endpoints log matched conversations to the account; calls with no account match keep their summary and captured details in CallSprout for your team to review. Time entries and appointment scheduling are not part of the NowCerts API.
- Can Sage capture first notice of loss after hours?
- Yes. Sage answers after-hours FNOL calls, collects the key details the insured provides, and logs a complete note to their NowCerts account. Your adjusters have a clean, timestamped record ready when they open in the morning rather than a voicemail they have to transcribe.
- What happens when a caller is not in NowCerts?
- Sage captures the caller's name, phone number, and reason for calling during the conversation and logs that information so your team can create the NowCerts record from a complete starting point instead of a blank form.
- How does call routing work with NowCerts?
- CallSprout reads agent assignments and account data from NowCerts and uses that information to route each caller on CallSprout's own phone network. NowCerts supplies the data and CallSprout handles the routing, so a policyholder calling their agent's number always reaches the right desk.
- Does Sage record calls, and what about consent?
- Recording and disclosure handling are configurable for each deployment. Requirements vary by state and by call type, so you remain responsible for confirming what notice or consent your jurisdiction requires. Call summaries and recorded-call transcripts are stored on CallSprout's secure infrastructure and written back to NowCerts as notes.
- Do we need to replace NowCerts or buy new phone hardware?
- No. Sage works alongside NowCerts, not instead of it. CallSprout is cloud based and runs on the devices your team already uses. There is no on-premises hardware to buy or install.
The call data and account notes Sage captures in NowCerts are also a signal worth analyzing at scale. Our sister company Ereos builds custom AI for insurance agencies on its Watchtower platform, reading across the systems your agency already runs to surface patterns in claims volume, renewal risk, and policyholder behavior.
When the answer is in your policy data, not just your phone line
CallSprout keeps your agency's phone answered, your policyholders identified, and every conversation logged to NowCerts. When you want AI that reads across your AMS, your carrier portals, and your claims history to surface the renewal at risk or the account whose call volume is signaling a churn problem, that is what our sister company Ereos builds. Its Watchtower platform connects to the tools your agency already runs and turns that data into signals your team can act on before a policyholder walks out the door.
Schedule a discovery call with EreosMore on how Sage works.
How Sage answers, qualifies, and routes calls for insurance agencies.
Route each policyholder to the right agent automatically.
Why independent agencies run CallSprout.
Everything Sage connects to across every vertical.
Connect CallSprout to NowCerts
Book a 15 minute call and we will get you set up.