Never Miss a Follow-up Opportunity

Schedule a Call Back
Set Up Follow-ups from Inbound Calls on Autopilot

Streamline Your Follow-up Process

When clients call but can't talk right away, our AI Inbound Receptionist takes care of scheduling a convenient call back. Here's how it enhances your agency's communication:

Smart Scheduling

- - AI suggests optimal callback times based on collected client preferences
  - Syncs with agent calendars to avoid conflicts
  - Increase successful contact rates
  - Allow agents to focus on meaningful client conversations

Reduce Stress and Boost Policy Retention

- - - Minimize the stress of managing follow-ups and callbacks
    - Reduce insurance policy churn rate by ensuring timely and consistent communication
    - Increase policy renewal rates through proactive engagement

From Inbound to Scheduled Calls

- - - - AI receptionist offers call back options when clients can't talk immediately
      - Captures client preferences for callback times
      - Automatically schedules follow-ups based on agent availability
      - Ensures no potential client slips through the cracks

Get the Insurance Receptionist
Case Study

Checkout the Insurance Receptionist Use Case

Discover how a leading independent insurance agency transformed their customer service and lead generation with Sonant's AI receptionist, Flora.

The Best Virtual Assistant for Insurance Agents

Any questions?
Check out the FAQs

Still have unanswered questions and need to get in touch?

When a client calls or pickups, and can’t talk at that moment, our AI receptionist offers to schedule a call back. It collects the client’s preferred times and automatically schedules a follow-up with an available agent.

Our Schedule a Call Back feature automates the process of arranging follow-ups, reducing the mental load on your team. It ensures that no potential client is forgotten, allowing your agents to focus on high-value interactions without the stress of managing a complex callback schedule.

Absolutely. By ensuring timely follow-ups, especially for policy renewal discussions, you’re more likely to catch clients at a convenient time. This proactive approach often leads to higher policy renewal rates as clients appreciate the organized and considerate communication.

By automating the scheduling process and ensuring optimal timing for callbacks, your agents can focus more on meaningful client interactions. This not only increases their productivity but also job satisfaction, as they spend less time on administrative tasks and more on impactful client service.

Yes, Sonant AI is designed to integrate seamlessly with popular agency management systems and CRM software used in the insurance industry. This ensures a smooth flow of information and maintains consistency across your agency’s operations.

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