Applied Epic · Insurance · Updated Oct 2026
Voksha + Applied Epic
Give your insurance agency a receptionist that answers every call, takes down claims and quote requests, and passes everything to your team in Applied Epic.
What is an AI receptionist with Applied Epic?
Once Voksha support has connected your Applied Epic account, Voksha answers your agency's calls on the first ring and responds in under 200 ms. It asks your questions, takes first notice of loss details and quote requests, and creates a record in Applied Epic with the caller's details and a call summary for your team. Policy changes, coverage advice and claims decisions stay with your licensed staff; Voksha makes sure every request reaches them with the details already captured.
Plans and setup: Integrations are included on the Premium and Enterprise plans (not Starter). Applied Epic is set up with Voksha support.
How It Works
Voksha + Applied Epic Together.
What happens on a call once Applied Epic is connected (Premium and Enterprise plans).
Policy Questions
When a policyholder calls with a question about their coverage, Voksha answers the general questions you have trained it on, takes their name, policy number and question, and passes the rest to their agent with a call summary.
Claims Intake
Voksha collects first notice of loss details over the phone (date, what happened, who was involved, how to reach them) and sends them to Applied Epic for your claims team.
Quote Requests
Callers looking for a quote are asked your questions, and their answers are added to Applied Epic as a new prospect for a producer to follow up.
Transfers by Line of Business
Callers tell Voksha what they need, and Voksha transfers them to the right person or team based on your rules, whether it is personal lines, commercial or claims.
Benefits of Voksha + Applied Epic.
Always Answered
Policyholders can call to report a claim or ask for a change at any hour and always reach someone who takes down the details.
Less Time on Routine Calls
Voksha handles the first conversation and the note-taking, so your CSRs and producers spend more time on renewals, sales and complex service work.
Complete Claims Details
Voksha asks the same claims questions every time, so your claims team gets complete first notice of loss details with less back-and-forth.
Real-World Use Cases.
Independent Agency with Two Offices
A family-run independent agency with two offices uses Voksha so callers always reach a friendly receptionist, whichever number they dial, and every call summary lands in Applied Epic.
Small Brokerage
A small brokerage uses Voksha to ask callers what kind of policy they have and transfer them to the right producer or service team.
Commercial Lines Agency
A small commercial lines agency uses Voksha to take certificate-of-insurance requests, capturing the certificate holder details and requirements so a CSR can issue the certificate.
The Applied Epic integration is available on Premium ($99/month, 150 calls included) and Enterprise, and Voksha support sets it up for you. Starter ($14/month) has no integrations: it answers your calls, captures the caller's details and sends you a call summary.
Yes. Voksha takes the certificate holder's details and coverage requirements over the phone and passes them to your team in a call summary, so a CSR can process and issue the certificate.
Voksha collects the key details and, on Premium, uses after-hours emergency routing to transfer the call to your on-call agent or send them an email or SMS alert, based on the rules you set.
Pair Applied Epic with the right Voksha setup
Other Insurance Integrations
Industries that use this
Activate the
Applied Epic Integration.
Available on the Premium and Enterprise plans. Voksha support sets up the Applied Epic connection with you.