Applied Epic · Insurance
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 It Works
Voksha + Applied Epic 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 Voksha + 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.
Voksha connects to Applied Epic through its published API, securely accessing policyholder data, policy details, and agent assignments in real time. All data access follows your existing Applied Epic permission structures. This integration is available on the Voksha Enterprise plan.
Yes. Voksha can intake certificate requests over the phone, collecting the certificate holder details and coverage requirements, then creating a service request in Applied Epic for your team to process and issue.
For after-hours emergency claims, Voksha collects the critical details, creates an urgent claim entry in Applied Epic, and can escalate by calling or texting the on-call agent based on your agency's emergency routing rules.
Pair Applied Epic with the right Voksha setup
Other Insurance Integrations
Industries that use this
Popular Solutions
Activate the
Applied Epic Integration.
Available with every Voksha plan. Get custom AI workflows, dedicated onboarding, and direct Applied Epic connectivity.