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Integrated communications and customer engagement for insurance agencies

Sales 800.501.2756

Applied Systems · Certified Integration Partner

Certified by Applied, and listed publicly.

Reviewed by Applied Systems themselves and kept current with their releases — which is what separates an integration that is supported from one that breaks quietly.

Products

Applied Epic

Applied EpicCertified

The inbound number resolves to the Epic record before the second ring, and the call logs itself against the account when it ends.

EZLynx

EZLynx

The same match and write-back, running against EZLynx rather than Epic. No separate connector to license.

What integrated means here

Four things move between EcoLink and your systems.

In

Identity

EcoLink reads the customer record to match the inbound number before the call is answered. Read-only, and the reason the screen pop works.

Out

Activity

Calls, messages and summaries write back to the account when they end. This is the half that removes the typing.

Both ways

Status

Presence, ownership and assignment stay in step across the phone system and the AMS, so neither one is quietly out of date.

Documents

Files

Signed forms and attachments land in the customer's file, not in a personal inbox or a downloads folder.