Efficient Call Transfers for Insurance Agencies

Transfer Call to Carrier
Seamless Carrier Handoff with Voice AI for Insurance

Instant Transfer to Carrier
When It Matters Most

Our Transfer Call to Carrier feature allows customers to directly contact their insurance carrier during critical moments. Here's how it enhances your service:

Automatic Carrier Routing

- - Instantly identify which carrier to contact based on the policy type
  - Transfer calls for claims, policy changes, or urgent inquiries 24/7
  - Reduce agent burnout by handling after-hours carrier connections

Context-Rich Handoffs

- - - - Brief the carrier representative on the reason for the call with the full call transcript and summary
      - Securely share relevant policy details to expedite the process
      - Eliminate the need for customers to repeat information

Custom Agency Involvement

- - - Set conditions for when transfers occur automatically
    - Receive notifications for critical transfers (e.g., large claims)
    - Maintain your agency's role in the customer journey, even during transfers

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 insurance receptionist, Flora.

The Best AI for Insurance Agents

Any questions?
Check out the FAQs

Still have unanswered questions and need to get in touch?

Sonant voice AI for insurance handles initial customer inquiries 24/7 and automatically transfers calls to carriers when necessary. This significantly reduces the number of after-hours calls your agents handle and frees them to focus on more complex tasks during business hours.

Absolutely. You can set specific conditions for when transfers occur automatically, such as for urgent claims outside business hours, or for particular types of policy inquiries. This customization ensures the system aligns with your insurance agency’s service strategy and guidelines.

By providing immediate access to carrier services when needed, customer issues are resolved faster, leading to higher satisfaction. This improved service experience can significantly reduce policy cancellations due to unresolved problems or lengthy wait times.

Yes. You can set up notifications for critical transfers, such as large claims or high-value policy changes. This keeps your agency informed and allows you to follow up, maintaining your crucial role in the customer relationship and the full customer journey.

Our system is designed to integrate with multiple carriers. We work with you to set up secure connections with each of your partner carriers, ensuring smooth transfers regardless of the policy type or carrier involved.

Our system logs all transfers, including reasons for transfer, duration, and outcomes. (Securely and privately) This data can help you identify common issues, assess carrier performance, and continually refine your service strategy to better meet customer needs.

We also post-process every call, analyzing in detail custom nuances that you find valuable.

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

Ready to Improve Your Agency's Customer Service?

Provide round-the-clock support and seamless carrier access to your clients. Reduce agent stress, improve policy retention, and stand out in the competitive insurance market.