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SUPERAGENT connects directly with the CRMs, agency management systems, phone platforms, and productivity tools your agency already uses. No rip-and-replace. No learning curve. Just instant AI superpowers on top of your existing stack.
Insurance agencies are forced to use mediocre tools just because they work together. Or worse, they juggle 5+ disconnected systems with zero data flow between them. SUPERAGENT ends that. We plug into what you have and make everything work together automatically.
9 AI Agents • 1 Connected Platform
Most agencies settle for "good enough" tech because getting different systems to talk to each other feels impossible. Sound familiar?
You're paying for an agency management system that does everything "okay" but nothing great. Switching means losing years of data and retraining teams.
Your team enters the same customer info into your CRM, then your AMS, then your quoting platform, then your phone system. It's 2026, why is this still a thing?
Every vendor says they integrate. But when it comes time to actually connect? "Sorry, that integration is on our roadmap." Meanwhile, your data stays siloed.
We built SUPERAGENT to work with the tools you already own and love. Our AI agents plug directly into your CRM, AMS, phone system, and more, so you get the best AI available without abandoning a single system.
From industry-specific CRMs and agency management systems to the productivity tools your team uses every day, SUPERAGENT plays nice with all of them.
Sync contacts, policies, and activities with your insurance CRM
Connect your Agency Management System for seamless policy and client data flow
Power your Inbound, Outbound, and Live Call AI Agents with your phone system
Connect the everyday productivity tools your team already loves
Every SUPERAGENT AI agent gets smarter, faster, and more powerful when connected to your existing tools. Here's exactly how each agent leverages your integrations.
Pulls prospect data from your CRM, auto-fills carrier forms, delivers quotes back to your AMS and sends notifications via Slack/Email.
Answers calls via RingCentral/Twilio, creates contacts in your CRM, logs activities to your AMS, and books appointments in Calendly/Google Calendar.
Pulls lead lists from your CRM or Google Sheets, dials via Twilio/RingCentral, logs outcomes to your AMS, sends follow-up emails via Gmail/Outlook.
Listens to calls in real-time via your phone system, surfaces customer data from CRM/AMS, and posts call summaries to Slack and Notion.
Monitors policy renewals in your AMS, triggers automated outreach via phone/email, logs touchpoints in CRM, and sends Mailchimp campaigns.
Uses real customer data from your CRM to create practice scenarios, stores training progress in Notion/Google Drive, and reports to Slack.
Aggregates data from all connected CRMs, AMS, and phone systems into one dashboard. Exports reports to Google Sheets and Airtable.
No coding. No IT department needed. Our team handles everything so you can focus on selling insurance.
During your onboarding call, we map out every tool in your tech stack, your CRM, AMS, phone system, email, and any other platforms. We identify the best integration strategy for your specific setup.
Our integration team handles the technical setup. For active integrations, it's often same-day. For vendor-required integrations, we coordinate directly with the vendor on your behalf. You never touch a line of code.
Once connected, your AI agents automatically sync data, trigger workflows, and handle tasks across all your systems. Contacts flow, calls connect, quotes generate, and reports populate, all on autopilot.
With SUPERAGENT, you get both. Use the best tool for every job AND have them all work together seamlessly through our AI-powered integration layer.
Active integrations can be set up immediately upon request, our team handles the configuration, typically within the same day. Vendor invite integrations require the software vendor to grant us API access, which involves a formal partnership request. This adds additional time and sometimes cost. Premium integrations (like AMS360 and Applied Epic) also require a paid API license from the vendor, which is an additional expense. We handle all vendor communications for you.
Absolutely not! That's the whole point. SUPERAGENT is designed to layer on top of whatever you're already using. Keep your CRM, keep your AMS, keep your phone system. We connect to all of them and add AI automation on top. Zero disruption to your current workflows.
Probably! We're constantly adding new integrations. If your AMS, CRM, or other tool has an API, we can likely build a custom integration for you. Book a demo call and we'll assess your specific setup and let you know the timeline and any costs involved.
Security is our top priority. All integrations use encrypted connections (TLS/SSL), OAuth 2.0 authentication where available, and we never store sensitive credentials in plain text. We're SOC 2 Type II certified, HIPAA compliant, and GDPR compliant. Your customer data is safer flowing through SUPERAGENT than being manually entered into spreadsheets.
Active integrations: Same-day to 48 hours. Vendor invite integrations: 1-3 weeks depending on vendor response time. Premium integrations (AMS360, Applied Epic): 2-6 weeks including API license procurement. Our onboarding team manages the entire process and keeps you updated every step of the way.
Book a personalized demo where we'll show you exactly how SUPERAGENT connects to your specific tools and automates your workflows. 15 minutes that could save your agency thousands of hours.