Question 1

Does Applied Epic have a built-in phone answering feature?

Accepted Answer

Applied Epic is an agency management system focused on policy management, CRM, accounting, and carrier connectivity — it does not include phone answering. AgentZap adds AI phone answering on top of Applied Epic, so every call is answered 24/7 and call data flows into your existing workflows.

Question 2

How does AgentZap integrate with Applied Epic?

Accepted Answer

AgentZap connects to Applied Epic through Applied's API and webhook system. When a client or prospect calls, the AI receptionist captures all relevant details — policy inquiries, claims FNOL, COI requests, quote leads — and syncs them directly to Applied Epic. Setup takes about 15 minutes with our team's help.

Question 3

How much does an AI receptionist for Applied Epic cost?

Accepted Answer

AgentZap starts at $109/month for 150 minutes of call handling. Compare that to $2,800-$4,500/month for a full-time CSR plus benefits. That's a 96% cost savings with 24/7 coverage instead of just business hours.

Question 4

Can the AI handle after-hours calls for my insurance agency?

Accepted Answer

Yes. AgentZap provides 24/7/365 phone answering. Insurance prospects often compare rates during evenings and weekends. With AgentZap, every caller gets immediate assistance instead of voicemail — dramatically improving your quote capture rate.

Question 5

Can the AI receptionist handle claims calls?

Accepted Answer

Yes. The AI captures First Notice of Loss (FNOL) details including policy number, incident type, date, description, and urgency level. For urgent claims like auto accidents or property damage, the system immediately alerts your claims team via SMS and email.

Question 6

Does AgentZap handle certificate of insurance requests?

Accepted Answer

Yes. The AI captures COI requests with certificate holder information, required coverage limits, additional insured details, and delivery deadlines. Your team receives organized requests ready for processing, reducing phone tag and speeding up delivery.

Question 7

Can the AI capture new business quote leads?

Accepted Answer

Absolutely. The AI performs full quote intake: policy type (auto, home, commercial, life), current carrier and coverage, property/vehicle details, desired limits, and complete contact information. Everything syncs to Applied Epic so your producers can quote quickly.

Question 8

How do I set up AI phone answering with Applied Epic?

Accepted Answer

Setup takes about 15 minutes in three steps: (1) Connect your Applied Epic account to AgentZap using the API credentials from your Applied Epic admin panel, (2) Configure your call handling preferences, department routing, and escalation rules, (3) Forward your agency phone number to your AgentZap number. Our insurance specialists handle the configuration for you.

Question 9

What types of insurance agencies use AgentZap with Applied Epic?

Accepted Answer

AgentZap works with all P&C insurance agencies using Applied Epic — from single-location independent agencies to multi-branch operations. The AI handles personal lines (auto, home, umbrella), commercial lines (GL, BOP, WC), life and health inquiries, and specialty coverage. It adapts to your agency's specific lines of business.

Question 10

Can AgentZap route calls to different departments or producers?

Accepted Answer

Yes. The AI intelligently routes calls based on line of business, carrier, policy type, or department. Personal lines, commercial lines, claims, billing, and certificates can each be directed to the appropriate team member. Urgent matters trigger immediate escalation via SMS.

Feature	Human CSR	AgentZap + Applied Epic
Monthly Cost	$2,800 - $4,500	$109/mo
Availability	40 hrs/week	24/7/365
Simultaneous Calls	1 at a time	Unlimited
Applied Epic Sync	Manual entry	Automatic via API
Sick Days / Vacation	2-4 weeks/year uncovered	Zero downtime
Annual Savings	—	$32,000 - $52,000+

AI Receptionist for Applied Epic

AI Phone Answering. Built for Applied Epic.

24/7 Call Answering

Policy Inquiry Handling

Claims FNOL Intake

COI Request Capture

New Quote Lead Capture

Carrier & Department Routing

From phone call. To Applied Epic record.

Client Calls

AI Answers

Captures Details

Synced to Epic

Works for Every Agency Type. P&C. Life. Health. Benefits.

Insurance Agencies

Financial Services

Real Estate

Legal

Accounting

Mortgage

AI Receptionist vs. Hiring a CSR. Save 96%.

Applied Epic + AgentZap. Questions answered.