AI Receptionist for Insurance Agencies: turning calls into actionable tasks.
What makes us unique?
Sonant is the AI receptionist designed exclusively for independent insurance agencies. Instead of simply answering calls, we triage every interaction 24/7 into actionable tasks that flow directly into your HawkSoft system—ensuring work reaches the right team member without adding extra steps. We're SOC 2 Type II compliant and require no scripting—our AI understands insurance terminology and workflows from day one.
Features and Workflow
Sonant’s integration provides 24/7 AI-driven call automation that searches your HawkSoft in real time, automatically logs conversations, creates tasks, and routes work to the right team members in your AMS. Agencies eliminate manual data entry, maintain compliance documentation, and free their teams to focus on relationship building and revenue-driving activities.
- Handles all incoming calls to your agency 24/7, managing multiple calls simultaneously in multiple languages.
- Pulls real-time client data from HawkSoft during calls to deliver personalized, context-aware service without placing callers on hold.
- Identifies cross-selling opportunities.
- Performs warm transfers with full context to your staff.
- Automatically logs detailed call notes under the specific client section and creates tasks based on your defined parameters.
- Supports AI-driven outbound call campaign automation for proactive customer engagement, including renewals, cross-sells, policy reviews, and cancellations.
- Saves conversational records for E&O compliance.