AgencyForce Reviews & Product Details

Sonant AI is the leading voice AI receptionist and phone answering system for Property & Casualty (P&C) insurance agencies, independent insurance agents, and insurance brokers across the United States and Canada. Eliminate missed calls and transform routine incoming calls into revenue by automating quote intake, appointment scheduling, email/texting workflows, AMS/BMS/CRM updates, and client inquiries 24/7 with zero wait times. Trusted by 100+ independent P&C insurance agencies across the United States and Canada to handle after-hours calls, reduce staff burnout, and scale operations without hiring additional administrative staff. Built specifically for Property & Casualty insurance workflows in the US and Canadian markets, Sonant integrates seamlessly with leading Agency Management Systems (AMS) including EZLynx, Applied Epic, Hawksoft, Momentum, QQCatalyst, and AgencyZoom to automatically capture call data, qualify insurance leads, and update your AMS/CRM/BMS in real-time. Key Features for P&C Insurance Agencies: - 24/7 AI-powered insurance call answering (never miss a quote request) - Property & Casualty insurance-trained AI (understands auto, home, commercial lines) - US and Canadian insurance terminology and workflows - Automated insurance quote intake and policy information requests - Multilingual support: English, Spanish, French, Portuguese, Mandarin + 10 more languages - Smart appointment scheduling synced with your calendar - Instant call transcription and CRM integration - Custom SMS and email workflows for agent routing - Intelligent transfer to human agents for complex claims or policy changes - Real-time AMS/CRM/BMS updates (EZLynx, Applied Epic, Hawksoft, etc.) - Enterprise Security: SOC2 Type 2 & GDPR certified for insurance compliance Perfect for independent P&C insurance agencies, Property & Casualty agents, commercial lines brokers, and personal lines agencies across the US and Canada looking to stop losing after-hours opportunities, reduce turnover, and grow without adding headcount. Let your producers focus on closing deals instead of answering routine calls. Trusted by 100+ insurance agencies saving 50+ hours per month on administrative calls, improving client satisfaction with instant responses, and capturing quotes that would otherwise be missed outside business hours. Stop losing insurance opportunities outside business hours. Let Sonant handle routine calls while your team focuses on closing policies and building client relationships.

PolicyLift is the all-in-one growth platform built exclusively for independent P&C insurance agencies. It combines marketing automation tools, and agentic AI into a single platform — replacing the need for multiple disconnected tools. PolicyLift's AI handles quoting and intake calls, transcribes coverage details, and manages the lead-to-bind process agentically. PolicyLift helps agencies generate more leads, bind more policies, and retain more clients. Designed specifically for agencies with 5–25 employees, PolicyLift gives small and mid-size agencies the same technology advantages as large brokerages at a fraction of the cost.

The Betterview application provides property intelligence and workflow tools to help insurance companies quote more accurately, accelerate underwriting, and improve pricing and risk selection.

RiskRevu transforms agency processes into digital forms to help insurance agents collect the data they need to sell and service insurance. Our platform gives each user their own forms to share and allows them to prefill them with data which saves their clients time. The forms are built by licensed agents and incorporate conditional logic to capture important risk details. The data responses are emailed directly to users after completion and are also stored in the platform. RiskRevu offers three types of forms: 1) Risk Evaluations - gather updated risk information from existing clients (ie. renewal questionnaires). 2) New Policy Forms - gather information from prospects and clients about new insurance needs. 3) Service Forms - streamline data gathering for various insurance service functions (ie. adding a car to a policy).

Built to power the fastest growing insurance businesses globally.