Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Effective client retention stems from your agency’s ability to provide significant value to its policyholders. HawkSoft's Retention Alerts pinpoint which clients require attention, enabling your team to offer proactive support. Ensure that each interaction delivers a remarkable experience. Accomplish tasks in five minutes that would typically take other agencies twenty-five minutes. Optimize your sales pipeline along with your current clients. HawkSoft's Lead Management categories illustrate clients' positions within your sales funnel. Integrated cross-sell and upsell reports help you identify policyholders who may benefit from additional services. Communicate with your clients through batch emails, letters, text messages, and scheduled outreach. Data loses its value if it's difficult to access or utilize effectively. Keep track of agency health and crucial metrics. Analyze monthly close ratios by producer, the number of policies per client, commissions by carrier, retention rates, and comprehensive book of business reports, among other metrics. Our reports are designed to be actionable, allowing you to execute batch emails directly from the report interface for maximum efficiency. Additionally, staying on top of your clients’ needs can significantly enhance your agency’s overall performance.

Description

Sonant serves as an AI receptionist specifically designed for property and casualty insurance agencies, transforming routine incoming calls into tangible revenue without the need for additional personnel. It operates around the clock, offering personalized interactions that mimic human conversation, quickly identifies callers, and effectively captures requests for quotes or services while also facilitating appointment scheduling and directing calls to agents as necessary. To enhance agency efficiency, it automatically summarizes discussions for integration into agency systems. Additionally, Sonant boasts multilingual capabilities, enabling seamless communication even within a single call, supports multiple calls simultaneously, and integrates smoothly with leading Agency Management Systems (AMS) such as EZLynx, Momentum, QQCatalyst, HawkSoft, AMS360, AgencyZoom, and Zywave, among others, as well as various calendars and automation tools. Furthermore, it is engineered for minimal latency and is specifically optimized for workflows within the insurance sector, featuring safeguards that prevent it from delving into intricate coverage details, ensuring compliance and focus on essential service delivery. By utilizing Sonant, insurance agencies can streamline operations and enhance customer engagement effortlessly.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

AgencyZoom No 
Applied Epic No 
Calendly No 
Canopy Connect Yes 
EZLynx No 
Gaya Ai Yes 
Google Calendar No 
HawkSoft No 
InsuredMine No 
Levitate Yes 
Microsoft Outlook No 
Momentum No 
Pathway Insurance Software Yes 
QQCatalyst No 
RenewalCompass Yes 
Sonant Yes 
Vertafore AMS360 No 
Zapier No 
Zywave CPQ No 
vBots Yes 

Integrations

AgencyZoom Yes 
Applied Epic Yes 
Calendly Yes 
Canopy Connect No 
EZLynx Yes 
Gaya Ai No 
Google Calendar Yes 
HawkSoft Yes 
InsuredMine Yes 
Levitate No 
Microsoft Outlook Yes 
Momentum Yes 
Pathway Insurance Software No 
QQCatalyst Yes 
RenewalCompass No 
Sonant No 
Vertafore AMS360 Yes 
Zapier Yes 
Zywave CPQ Yes 
vBots No 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

HawkSoft

Founded

1995

Country

United States

Website

www.hawksoft.com

Vendor Details

Company Name

Sonant

Country

United States

Website

www.sonant.ai/

Product Features

Insurance Agency Management

Claims Management Yes 
Commission Management Yes 
Contact Management Yes 
Document Management Yes 
Insurance Rating Yes 
Life & Health Yes 
Policy Management Yes 
Property & Casualty Yes 
Quote Management Yes 

Alternatives

Jenesis Agency Management Reviews

Jenesis Agency Management

Jenesis Software

Alternatives

Macaw AMS Reviews

Macaw AMS

Nest Innovative Solutions