SSonant AI

Sonant says O’Connor Insurance and Associates got an 8x return in 30 days from its AI receptionist and reclaimed 58 hours a month of staff time. That is the pitch in one line: an AI that answers an insurance agency’s phones, looks up the caller’s policy in the agency management system, handles the routine request and logs the call, so licensed staff stop acting as switchboard operators. It is best for independent agencies on Applied Epic, EZLynx, HawkSoft or AMS360 with more calls than people.

Two things to plan for are pricing that is shared after a demo and a review base that is still small. Sonant quotes by call volume, includes onboarding and support, and charges no integration fee for Applied Epic. We rate it 8.4/10 on our scale, helped by deep AMS integration, SOC 2 Type II compliance and a 4.9 rating on G2. We have not used Sonant ourselves; this review is based on Sonant’s published product pages, case study headlines and G2 reviews.

Agency Results and Accuracy Figures From Sonant and G2

Sonant publishes customer results and accuracy figures on its own site. Every figure below is from Sonant or G2.

The Applied certification matters more than any ROI headline. Voice agents that cannot read and write the agency management system end up creating more work, because someone has to re-key every call. Certified access to Epic, with no extra API purchase, removes a cost and a contract that other voice tools may require.

The ROI figures are case study headlines, and ROI depends on what an agency pays and what it counts as saved time. The 58 hours a month at O’Connor is the more portable number: at an illustrative $25 an hour for a customer service rep, that is $1,450 of staff time a month.

Sonant Takes Every Call, Only Overflow or Just After Hours

Sonant replaces or backs up the front desk phone. It can take every call, only overflow calls, or calls after hours and in Spanish, depending on how the agency sets it up.

A Typical Call

1. Answer: Sonant picks up on the first ring, with no queue or hold music.
2. Identify: it recognizes the caller by phone number and verifies identity with a date of birth or ZIP code.
3. Look up: it reads policy, coverage, renewal date and deductible details from the AMS during the call.
4. Resolve: it handles quote intake, renewals, billing, claims and certificate requests, asking line-of-business follow-up questions, and texts payment links, quote links or calendar invites.
5. Hand off: for anything complex, it checks the right rep’s calendar and out-of-office status and makes a warm transfer with context.
6. Log: it writes a structured, auto-titled activity with fields filled in to the correct client account.

What Callers Can Get Done

Sonant’s call flows are written around agency work rather than generic reception. A caller asking for a quote is walked through line-of-business questions, so an auto quote and a homeowners quote capture different details, and Sonant reports more than 90% of captured quote details are correct on verified production data. Existing clients can get a carrier-specific payment link by text, ask about a renewal date or deductible, request a certificate or report a claim. Callers who want an appointment can receive a calendar invite during the call. Beyond agency management systems, Sonant lists connections to productivity tools, calendar tools and automation software, which is how calendar checks before a transfer and follow-up tasks work.

Languages and Reliability

Sonant speaks English, Spanish, Portuguese, French, Korean and other languages and can switch mid-call. If the service has an issue, calls forward to a backup number the agency chooses and an alert goes out.

Going Live in Under 30 Days

Sonant says most agencies go live in under 30 days, with onboarding and configuration included. Epic agencies connect through Sonant’s certified integration. The work on the agency side is defining which requests the AI resolves, which it transfers and to whom, and which carriers’ payment links it can send.

Licensed Staff Keep Advice and Transferred Calls

Licensed staff still handle advice, coverage changes that need judgment and any call the AI transfers. Someone should review call logs early on: G2 reviewers mention the AI sometimes straying from scripts, which is easier to catch in the first weeks.

Volume-Based Quotes After a Demo

Sonant does not publish a list price. According to its July 2026 pricing guide, it quotes based on call volume after a demo.

Sizing a Quote Against Staff Time and Answering Services

Because Sonant quotes by volume, the best way to frame a quote is against the staff time and answering-service bills it replaces. These scenarios use volumes and wage rates we chose for illustration, with the 1 to 2 minutes per call and 58 hours a month that Sonant reports.

• A 2,000-call agency: saving 1 to 2 minutes per call frees about 33 to 67 staff hours a month. If those calls averaged 3 minutes with a live answering service at the roughly $0.70 a minute that Sonant’s guide cites for such services, the service would cost about $4,200 a month.
• An agency that only sends overflow calls: 800 overflow calls at 3 minutes and $0.70 a minute is about $1,680 a month with an answering service, a useful ceiling when comparing Sonant’s quote.
• A small agency like O’Connor: 58 hours a month reclaimed at an illustrative $25 an hour is $1,450 of staff time each month.

Costs to check in the quote: how volume tiers are counted, whether Spanish and after-hours coverage cost extra, any SMS charges and the contract length.

Sonant AI Compared With Liberate, Strada and Goodcall

Phone agents for insurance split between agency-focused receptionists and platforms sold to carriers and MGAs. Sonant is the first kind.

For an independent agency, Sonant’s insurance-specific call flows and AMS write-back are the main reasons to pick it over a general receptionist like Goodcall, which is cheaper and easier to price but does not read an AMS. Liberate and Strada target carriers and MGAs with larger service and claims operations. More options are on our AI agents for insurance and voice AI agents pages.

Applied Epic Agencies and Short-Staffed Service Desks

• Agencies on Applied Epic: certified access with no integration fee is a clear advantage.
• Understaffed service teams: G2 reviewers describe it handling daily call load and cutting reactive phone work.
• Agencies with Spanish-speaking clients: Sonant covers Spanish and other languages and switches mid-call.
• Agencies paying for an answering service: Sonant resolves routine requests and logs them, instead of just taking messages.
• Agencies that miss after-hours calls: it answers on the first ring at any hour.
• Agencies writing many personal lines quotes: structured quote intake with line-of-business follow-ups hands producers a filled-in record instead of a voicemail.

Carriers, TPAs and Unsupported AMS Users

• Carriers and TPAs: claims and back-office automation are better served by tools such as Strada, Clive by Five Sigma or Agentech.
• Agencies on an AMS Sonant does not list: much of the value comes from AMS write-back, so confirm support for your system first.
• Buyers who want to self-serve: there is no free trial or public price list.
• Very low call volumes: a general receptionist with published monthly pricing may be cheaper.

Script Adherence, Setup Time and Contract Terms

• Script adherence: G2 reviewers say the AI occasionally departs from the agency’s scripts; review call logs closely in the first month.
• Setup effort: one reviewer found initial setup difficult before support helped, and Sonant quotes up to 30 days to go live.
• Vendor ROI figures: 8x and 600% ROI are case study headlines; ask the referenced agencies how they measured them.
• Small review base: five G2 reviews is a small sample so far, though a positive one.
• Contract terms: because pricing is quoted, confirm how call volume is measured, what happens when you exceed it and the length of the commitment before you sign.
• Carrier websites: one reviewer wanted integration with carrier websites, which suggests some tasks still need staff to log in to carrier portals.

Applied Systems Certification in August 2026

• August 12, 2026: Sonant announced its Applied Systems certification, describing itself as the first voice AI platform with certified access to Applied Epic.
• July 21, 2026: Sonant published a guide to AI receptionist pricing for insurance agencies, confirming that it quotes by call volume and naming EZLynx, Applied Epic, HawkSoft and AMS360 integrations.

A Close Match for AMS-Centered Independent Agencies

For independent agencies that live in their AMS and lose time to routine calls, Sonant is a close match. It scores 8.4/10 on our scale: strong on integration, security documentation and early user sentiment, with room to grow through published pricing and a larger base of public reviews.

Before signing, count a month of inbound calls by type, note how many are payment, ID card, certificate and policy questions, and ask Sonant to quote on that volume. Compare the quote with your answering-service bill or staff hours. If routine calls are more than half your volume, the 58 hours a month O’Connor reports looks realistic for a similar agency.

Agencies on an AMS that Sonant does not list, or with mostly complex advisory calls, will get less from it. For them, a cheaper general receptionist for overflow, or simply better call routing, may be the more sensible first step. For Epic, EZLynx, HawkSoft and AMS360 agencies with steady routine service traffic, Sonant is worth a demo.

Sonant Questions We Hear Most From Agencies

How Much Does Sonant AI Cost?

Sonant quotes based on call volume after a demo. It says onboarding, configuration and support are included, and Applied Epic agencies pay no integration fee. Capterra lists no free trial, so the usual path is a demo followed by a quote, and it helps to bring a month of call counts by type to that conversation.

Does Sonant Work With Applied Epic?

Yes. Sonant is an Applied Epic certified integration partner. It reads account data during calls and writes activity notes back to the right account, and agencies do not need to buy Applied API access separately.

Is Sonant AI Secure Enough for Client Data?

Sonant says it is SOC 2 Type II and GDPR compliant, managed through Vanta. It verifies callers by phone number plus date of birth or ZIP code before sharing policy details, and every call is logged to the client record so staff can review what the AI said.

How Is Sonant Different From a General AI Receptionist?

General receptionists such as Goodcall take messages and book appointments across many industries. Sonant is built for insurance: it reads policies from the AMS, handles quote intake, billing and certificate requests, and logs structured notes to the client record. That makes it more expensive to evaluate but more useful for agencies whose calls are mostly about policies.

Which Languages Does Sonant AI Speak?

Sonant lists English, Spanish, Portuguese, French and Korean among its languages and says it can switch languages in the middle of a call. Agencies can also route only Spanish-language calls to it.