SUPERAGENT connects to the agency management systems, phone and calendar tools, and lead sources your insurance agency already uses. Everything else gets call results by webhook or Zapier.
Five agency management systems, each with a different depth. Notes, tasks and stage moves write back to your AMS when you turn writeback on.
Our deepest AMS integration. Lead and customer sync, campaign enrollment by pipeline and stage, inbound caller recognition with policies, VIP and assigned-agent routing, new lead creation for unknown callers, notes, tasks, stage moves and opt-outs written back.
Live insured and prospect lookup on inbound calls, new prospect creation for unknown callers, campaigns fed by Momentum Opportunities in a chosen stage, notes, tasks and stage moves written back. Outbound needs an Opportunity.
Client sync, caller recognition by phone (name, email, address only), call notes in the HawkSoft log, and automatic campaigns for renewals, cancellation win-back, speed-to-lead and auto/home cross-sell. No policy details on inbound calls, no tasks, no lead creation.
Inbound caller recognition with policies and producer, call notes and tasks in EZLynx, and four automatic campaign types: renewals, cancellations, new opportunities (speed-to-lead) and labeled notes. We never create clients in EZLynx.
Inbound only. Caller recognition with policy details, call notes as Customer Activities and follow-ups as Suspenses. No outbound campaigns from AMS360.
| Capability | AgencyZoom | Momentum | HawkSoft | EZLynx | AMS360 |
|---|---|---|---|---|---|
| Recognize inbound caller by phone | Yes | Yes | Yes | Yes | Yes |
| Agent sees caller's policies on inbound | Yes | Yes | No | Yes | Yes |
| VIP tags and assigned-agent routing | Yes | Partly (assigned agent) | No | Partly (assigned producer) | No |
| Create lead or prospect for unknown caller | Yes | Yes (Prospect) | No | No | No |
| Outbound campaigns filled from the AMS | Yes (pipelines and stages) | Yes (Opportunities in a stage) | Yes (4 fixed types) | Yes (4 fixed types) | No |
| Call notes written back | Yes | Yes | Yes | Yes | Yes |
| Follow-up tasks written back | Yes | Yes | No | Yes | Yes (Suspenses) |
| Stage moves written back | Yes | Yes | No | Only in New opportunities campaigns | No |
Yes means it works in production today. Every AMS depends on the vendor's API, so rate limits and vendor outages can delay sync and writeback. Sync is not real time. The "Send SUPERAGENT updates to this AMS" toggle controls writeback of notes, tasks and stage moves. With it off, sync and caller recognition still work and nothing is written to your AMS.
Phone numbers and texting run on Twilio. Bring recordings of your team's calls in from RingCentral, Google Cloud Storage or a manual upload.
Phone numbers, calls, SMS, voicemail, callbacks, number buying and porting, text-message registration (A2P 10DLC) and caller ID reputation (Trust Hub, CNAM, SHAKEN/STIR, Voice Integrity). Branded calling is waiting for release.
Bring your own Twilio: connect your own Twilio account under Telephony. We import and use your numbers. You own Twilio-side setup and compliance.
Live transfers to available teammates (by RingCentral group or mapped teammate) and import of RingCentral call recordings for summaries and analytics. No SMS, no queue or admin management, no live listen.
Import call recordings from a GCS bucket you or your phone vendor fills. This is not Google Drive.
Managers upload WAV or MP3 files, one at a time or in batches using a filename format, from the Import recordings page.
Book appointments straight onto producer calendars, and send campaign email from managed inboxes or your own mailbox.
Availability and booking once the user connects the calendar and picks the right calendar.
Availability and booking once the user connects the calendar and picks the right calendar.
Availability and booking through the selected event type. Confirm the event type and availability setup.
Availability and booking only when your Calendly plan allows booking through the API. Free or trial plans can show availability but block booking.
SUPERAGENT provisions inboxes on managed domains for campaign email and replies. The preferred path for volume.
Send campaign email from your own Gmail or Outlook mailbox. Reconnect is needed after Google scope changes. Bounce and reply tracking are weaker than managed email.
No native connector for your CRM or lead vendor? You do not need one. Leads come in through a delivery link, an intake email or a file, and every call result goes out by webhook or Zapier.
Each campaign gives a private link per vendor or form (for example MediaAlpha). The vendor posts new leads to it and they join the campaign within seconds.
Each campaign has a private email address. Forward lead emails to it and the lead is created and enrolled.
Upload a CSV or Excel file into a campaign. Duplicate and Do Not Call checks run first, and leads stay pending until the checks finish.
Send call results (outcome, summary, tasks, sale, transcript and more) to any HTTPS address as soon as they are ready. Up to 5 endpoints. Paid plans.
Published SUPERAGENT app on Zapier with 11 actions and 10 triggers. The bridge to any app Zapier supports. You still design the Zap.
Tell us your AMS, phone system and calendar. We will map the setup with you on a demo.
Connect your tools once and every SUPERAGENT AI agent works from the same information. Here is how each agent uses what you connect.
Answers every call on your Twilio number, recognizes the caller in your AMS, books onto your producer's calendar, and warm-transfers to teammates who are available in RingCentral. Policy details depend on your AMS.
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Runs campaigns fed by your AMS, lead vendor links, intake email, file upload or Zapier. Calls and texts go out on Twilio, email goes out from managed inboxes or your own mailbox, and outcomes are written back.
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Producers practice on AI customers, not real leads. Training call results can be sent to your own tools through agency webhooks.
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Brings in recordings from RingCentral, a Google Cloud Storage bucket or manual upload, then transcribes, summarizes and scores every call after it ends. Results can go to your tools by webhook.
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Reaches out before renewals and after cancellations using your AMS: automatic renewal and cancellation campaigns in EZLynx, renewal and win-back campaigns in HawkSoft, and service pipelines in AgencyZoom.
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Captures the details from the conversation and fills your AMS/CRM and ACORD intake, so nobody retypes anything. Your licensed producer reviews, quotes and binds. It does not produce, price or bind quotes and does not log in to carrier portals.
Learn moreThere is no native HubSpot or Salesforce connector. Every call result can still reach them through an agency webhook or Zapier, and lead vendors send leads in through a delivery link. Tell us your stack and we will map it on the demo.
Book a DemoSee how SUPERAGENT works with your AMS, phones and calendar. Get your personalized demo and pricing today.
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