Voksha + Applied Epic
Automate insurance agency phone operations with an AI receptionist that queries Applied Epic for policy details, intakes claims, and routes by line of business.
What is Applied Epic?
The Voksha + Applied Epic integration connects your agency management system to an AI phone receptionist that understands insurance workflows. Voksha queries Applied Epic to access policyholder data, coverage details, and agent assignments so it can handle the most common insurance phone calls without human involvement. From answering policy questions and collecting first notice of loss to routing callers by policy type and scheduling agent callbacks, this integration keeps your agency responsive and efficient even during high-volume periods.
How Voksha + Applied Epic Work Together
Automated workflows that connect every call to your Applied Epic account.
Policy Inquiry Handling
Voksha verifies the caller's identity, pulls their policy details from Applied Epic, and answers questions about coverage limits, deductibles, effective dates, and premium amounts.
Claims Intake
The AI receptionist collects first notice of loss information over the phone, creates a preliminary claim record, and routes the details to the appropriate claims handler in Applied Epic.
Quote Requests
Prospective clients calling for quotes are guided through a series of qualification questions, and the collected data is pushed into Applied Epic as a new prospect with a quote request for your producers to follow up.
Agent Routing by Policy Type
Voksha reads the caller's policy type and assigned agent from Applied Epic and routes the call to the correct department or individual, whether it is personal lines, commercial, or specialty coverage.
Benefits of Connecting Voksha with Applied Epic
Always-Available Service
Policyholders can call about their coverage, report claims, or request changes 24/7, knowing they will get immediate, accurate information from your AI receptionist.
Reduced Call Handling Time
Routine policy inquiries that previously required an agent to look up data in Applied Epic are handled entirely by Voksha, freeing agents to focus on renewals, sales, and complex service issues.
Accurate Claims Documentation
AI-guided claims intake ensures that every first notice of loss includes all required data fields, reducing the back-and-forth between claims handlers and policyholders.
Real-World Use Cases
Large Independent Agencies
Multi-branch independent agencies use Voksha + Applied Epic to standardize phone service across all locations, ensuring callers always reach a knowledgeable receptionist regardless of which office they dial.
Insurance Brokerages
Brokerages managing multiple carrier relationships use this integration to route callers to the correct producer or service team based on their policy carrier and line of business in Applied Epic.
Commercial Lines Agencies
Agencies specializing in commercial insurance use Voksha to handle the high volume of certificate-of-insurance requests and policy verification calls that consume CSR time.
Frequently Asked Questions
Activate the Applied Epic Integration
This integration is available with Voksha Enterprise. Get custom AI workflows, dedicated onboarding, and direct Applied Epic connectivity.
Starts from $899/month • Custom onboarding • Dedicated account manager