AgentLog
Applied EpicInsurance

The voice-CRM layer your Applied Epic setup is missing.

Enterprise AMS for independent agencies. Where it stops short: Producers rarely document calls in real time — Epic activities lag behind reality. AgentLog closes that gap — every policyholder call becomes a structured update inside Applied Epic, no typing required.

InsurancePairs with Applied EpicPWA — install to home screen

What Applied Epic does well

  • Multi-line book management
  • Carrier integrations
  • Reporting

Where AgentLog fits

AgentLog converts post-call voice notes into Applied Epic activities, suspense items, and renewal flags.

Sample voice noteJust got off with Dave Kim — his auto renewal is up next month, premium jumped 14%. He has a 2022 Tacoma and a teen driver added in March. Wants to compare with Progressive. Remind me Tuesday to pull a Progressive quote and send a side-by-side.
PersonDave Kim (Policyholder)
CompanyCurrent carrier: Travelers
OpportunityAuto renewal — 2022 Tacoma + teen driver+14% premium increase
StageRenewal At Risk
Tasks1. Tuesday 10am — pull Progressive auto quote for Dave Kim2. Send side-by-side renewal comparison to Dave3. Add note: teen driver added March affecting premium
Suggested textHey Dave — running the Progressive comparison Tuesday. Will send a clean side-by-side vs. your Travelers renewal so you can decide.

Applied Epic vs AgentLog at a glance

CapabilityApplied EpicAgentLog
Lead routing / pipeline UIYes — its core strength.No — keep using Applied Epic.
Post-call voice captureLimited or manual typing.Yes — one tap, structured output.
Speaker diarization (multi-voice transcripts)No.Yes (Deepgram nova-3).
Insurance-aware CRM extractionGeneric notes.Yes — contacts, opportunities, stages, tasks.
Drafted follow-up textManual.Drafted from the parsed conversation.
Review-before-apply gateYes — nothing writes until you approve.

Frequently asked

Is AgentLog a full Applied Epic replacement?

No — AgentLog is the voice-capture and CRM-update layer. Most teams keep Applied Epic as their CRM and use AgentLog to remove the post-call typing that Applied Epic doesn't solve.

What does AgentLog do that Applied Epic doesn't?

Producers rarely document calls in real time — Epic activities lag behind reality. AgentLog records, transcribes, extracts insurance signals, and shows a review screen — then writes structured updates back to Applied Epic.

Will it work with Applied Epic integrations?

AgentLog produces structured contact, opportunity, task, and activity payloads designed to feed CRMs like Applied Epic.

What does it cost compared to Applied Epic?

AgentLog is priced per active user. It's designed to be additive to your existing CRM — pay for AgentLog for the voice layer, keep paying Applied Epic for the CRM features you already use.

Other Insurance CRM alternative pages

Keep Applied Epic. Add the voice layer.

AgentLog is built to be the voice-capture front-end for the CRM you already pay for. Get the structured CRM updates you'd write — without writing them.