Transform Your Insurance Review Strategy

AI-Powered Insurance Review Outreach
Revolutionize Your Customer Engagement with Proactive AI Outreach

Proactive AI Outreach
for Insurance Agencies

Sonant AI transforms how insurance agencies conduct review outreach, automating calls and texts to customers across all insurance types.

Automated Insurance Review Outreach

- - Initiate AI-powered calls and texts for comprehensive insurance reviews
  - Scale your customer touchpoints without increasing staff
  - Identify customers ready for policy changes or updates
  - Generate qualified leads for your agents to follow up on

In-Depth Policy Assessment

- - - Our conversational AI detects potential policy change needs
    - Gather updated customer information for more effective reviews
    - Prepare agents with insights for meaningful follow-up conversations
    - Improve customer satisfaction through proactive engagement

Uncover Opportunities and Start Upselling

- - - - Uncover cross-sell and upsell opportunities during review outreach
      - Increase success rates of policy updates with data-driven insights
      - Prioritize high-potential leads for your agents
      - Boost agency revenue through targeted, timely outreach

AI Tools for
Enhanced Insurance Reviews

Sonant AI provides a suite of tools designed to streamline the insurance review process:

Customizable scripts for different types of insurance reviews
Automated scheduling of follow-up calls with human agents
Real-time analytics on customer engagement and review outcomes
Seamless integration with your existing Agency Management System (AMS)

Customizable scripts for different types of insurance reviews
Automated scheduling of follow-up calls with human agents
Real-time analytics on customer engagement and review outcomes
Seamless integration with your existing Agency Management System (AMS)

The Best AI for Insurance Agents

Any questions?
Check out the FAQs

Still have unanswered questions and need to get in touch?

Sonant AI automates outbound calls for insurance reviews, using conversational AI to identify potential policy changes, gather updated information, and flag cross-sell opportunities. This proactive approach helps agencies engage customers more effectively, frequently, in a natural conversational way.

Yes, our AI is trained to conduct review outreach for various insurance types, including life, property, and casualty insurance. Sonant AI adapts its approach based on the specific policy type and customer profile.

Unlike policy renewal outreach, Sonant AI’s insurance review outreach is highly scalable, conducting hundreds of simultaneous calls. Our generative AI for insurance communicates just like a human, with deep insurance knowledge built-in. It’s proactive, allowing you to engage customers at the optimal time, not just at renewal.

This approach ensures more frequent, meaningful interactions with your entire customer base. It’s about proactive engagement to ensure policies remain optimized for your customer’s situation.

Sonant AI can identify a wide range of potential policy changes, such as changes in family status, income, or assets for life insurance, or changes in property usage or value for P&C insurance. This helps agents prepare for more productive review meetings.

Agencies using Sonant AI typically see increased customer engagement, higher retention rates, and improved cross-sell revenues. The AI’s ability to conduct numerous review outreaches allows agencies to scale their process without adding staff, leading to significant efficiency gains.

Still have unanswered questions and need to get in touch? Let's talk

Ready to Streamline Your Quoting Process?

Stop wasting time on repetitive data collection. Let Sonant handle the details so your agents can focus on what they do best – advising clients and closing deals.