Which AI receptionists integrate with HawkSoft, AMS360, and Applied Epic?
Only integrations each vendor lists on its own pages, with links: Sonant, Insurvoice, and AgentZap, plus what to confirm in a demo.
On their own pages, Sonant, Insurvoice, and AgentZap each list HawkSoft, AMS360, and Applied Epic as integrations. Sonant says it is an Applied Epic Certified Vendor Integration and writes notes and tasks back to the client record, and Insurvoice calls its HawkSoft and AMS360 connections native. Tactly, Rosie, and Smith.ai don't name any of the three on the pages we checked.
Tools coveredSoSonantInInsurvoiceAgAgentZap
On this page
The problem
An AI receptionist that can't see or update your agency management system leaves your CSRs retyping call summaries into client records. Many vendors put AMS logos on their sites, but a logo isn't a working write-back. This page lists only integrations each vendor names on its own pages, says how each vendor describes them, and links the page so you can check. We have not tested these integrations ourselves.
Tools compared (no ranking)
- Sonant: HawkSoft, AMS360, and Applied Epic all listed on its integrations page (also EZLynx and QQCatalyst). Says it is an Applied Epic Certified Vendor Integration and writes a note and task back to the client record.Visit Sonant ↗
- Insurvoice: Says "native integration with HawkSoft, EZLynx, and AMS360"; Applied Epic is also in its integrations list (with QQCatalyst, Salesforce, HubSpot, RingCentral, and Zapier).Visit Insurvoice ↗
- AgentZap: Lists Applied Epic, HawkSoft, AMS360, QQCatalyst, AgencyZoom, EZLynx, NowCerts, and Agency Matrix under insurance agency management systems; says call data flows to your AMS.Visit AgentZap ↗
Cost and fit compared
| Tool | Published price | Setup effort | Compliance notes |
|---|---|---|---|
| Sonant | Quote only (based on call volume and offices). source | Vendor-led; under 30 days per Sonant. | States SOC 2 (Type II) and GDPR compliance. |
| Insurvoice | $585/mo (unlimited inbound, 75 hours outbound). source | Demo-led. | Claims TCPA-compliant outbound campaigns. |
| AgentZap | From $109/mo plus a $499 one-time setup fee. Some integrations may need additional setup (all integration fees are included on its $899/mo Managed plan). source | Done for you. | Pricing page says "HIPAA Compliant"; no BAA terms found. |
Compliance check
Marked Verified only when the vendor's own page says so (linked). Unverified means we could not confirm it on a vendor page, not that the feature is missing. Ask the vendor in writing. How badges work.
Sonant
- BAA availableUnverified
- TCPA consent supportUnverified
- Licensed-staff handoffVerified Warm transfer with full context when a human is needed. Source (checked Oct 19, 2026)
Insurvoice
- BAA availableUnverified
- TCPA consent supportVerified Vendor claim: outbound reactivation calls are "TCPA-compliant" with "state-level consent rules baked in". Confirm your own consent records. Source (checked Oct 19, 2026)
- Licensed-staff handoffVerified "Route to Live Agent"; transfers calls. Source (checked Oct 19, 2026)
AgentZap
- BAA availableUnverified Pricing page says "HIPAA Compliant"; no BAA terms found. Source (checked Oct 19, 2026)
- TCPA consent supportUnverified
- Licensed-staff handoffVerified Transfer destinations per caller type, plus an on-demand live agent network. Source (checked Oct 19, 2026)
Integration matrix (vendor-listed only)
| Vendor | HawkSoft | AMS360 | Applied Epic | How the vendor describes it |
|---|---|---|---|---|
| Sonant | Listed | Listed | Listed, “Applied Epic Certified Vendor Integration” | Verifies the caller and writes a structured note and task to the AMS |
| Insurvoice | Listed (“native”) | Listed (“native”) | Listed | “Zero manual data entry is required” |
| AgentZap | Listed | Listed | Listed | “Call data flows to your AMS and calendar automatically” |
| Tactly | Not listed | Not listed | Not listed | Zapier, webhooks, and the Tactly API |
“Listed” means the vendor names the system as an integration on its own site. It doesn’t tell you whether the integration reads data, writes data, or both, or which record types it touches. Confirm that in a demo.
Rosie and Smith.ai, which we cover in AI receptionists for insurance agencies, don’t name HawkSoft, AMS360, or Applied Epic on the pages we checked (Smith.ai’s integrations directory; Rosie’s pricing page, which lists Zapier). A Zapier route only works if your AMS exposes a usable trigger or action, so check with your AMS provider.
What to confirm in the demo
- Read or write? Can the receptionist look up a caller by phone number in your AMS, and can it write a note, activity, or task back?
- Which record? Does the note land on the right client and policy, and who is shown as the author?
- Which edition? Ask whether the integration supports your exact product and hosting (for example cloud or on-premises), since vendors may only support some setups.
- Who sets it up and what it costs. AgentZap notes some integrations need setup beyond its standard fee.
- Test with a dummy client. Call in as a test client and check the record afterward.
Compliance notes
- Licensing. Only licensed staff should discuss coverage specifics. An AMS lookup lets the AI verify a caller and handle service requests, not give coverage advice.
- Data access. An integration gives the vendor access to client records. Review the vendor’s security documentation and your carrier and state requirements before connecting.
- Call recording consent. Some states require all-party consent, for example California (Penal Code §632).
- This is general information, not legal advice.
Who should skip this
- Agencies happy to have a CSR copy summaries into the AMS each morning. Any receptionist that emails a summary will do, and cheaper options exist.
Sources (checked Oct 19, 2026): Sonant integrations · Sonant home page (Applied certified vendor) · Sonant: AI receptionist pricing and AMS write-back · Sonant: AI receptionist cost · Insurvoice home page · Insurvoice pricing · AgentZap for insurance · AgentZap pricing · Tactly integrations · Smith.ai integrations · Rosie pricing · California Penal Code §632