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A vendor-neutral framework for evaluating AI voice and workflow platforms - the 14-question checklist, the four red flags, and the five mistakes most agencies make in year one.
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Trusted by Industry Leaders & Partners
Three to seven AI vendors have probably pitched your agency in the last six months. The pitches sound similar. The pricing models do not compare cleanly. The guide gives you a 14-question scorecard to put every vendor through the same filter.
The 14-question vendor evaluation checklist.
A scoring system: 0 to 3 per question.
A side-by-side comparison template you can print.
Four patterns separate insurance-native AI from generic AI. The guide names each one so you can disqualify a vendor in 30 minutes.
The four red flags to disqualify a vendor in 30 minutes.
The single best onboarding predictor.
The exact question to ask about pricing.
Most agencies that bought AI in 2024 and 2025 are now either replacing it, expanding it, or quietly using 20% of what they paid for. The guide names the five mistakes that put them there and how to avoid each one.
Buying for the demo instead of the workflow.
Buying three tools at once.
Ignoring change management.
Get the Free Guide →
Three to seven AI vendors have probably pitched your agency in the last six months. The pitches sound similar. The pricing models do not compare cleanly. The guide gives you a 14-question scorecard to put every vendor through the same filter.
Get the Free Guide →
Four patterns separate insurance-native AI from generic AI. The guide names each one so you can disqualify a vendor in 30 minutes.
Get the Free Guide →
Most agencies that bought AI in 2024 and 2025 are now either replacing it, expanding it, or quietly using 20% of what they paid for. The guide names the five mistakes that put them there and how to avoid each one.
Get the Free Guide →
Get the Free Guide →
From AI receptionists to compliance to predictive analytics - and which one to start with.
The three structural choices most owners do not realize they are making.
Score every vendor on the same scale.
What separates insurance-native AI from generic AI.
Five common pricing models, each with a hidden trap.
Realistic time-to-live by vendor type.
Print, score, and compare side-by-side.
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And how to avoid each one.
Trusted by Industry Leaders & Partners
Vendor-neutral. Works whether you end up buying Sonant, a competitor, or nothing at all.
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How Eversafe Insurance saved 50% of staff time on renewals
time saved ON RENEWALS
“I was skeptical - Voice AI felt abstract and disruptive. But Sonant turned out to be surprisingly human and incredibly helpful. It’s saved our team hours every week, and embracing this change was one of the best decisions we made.”
Harrison Shao
Vice President at Eversafe Insurance Agency
IN PREMIUMS
How PIB Group, a $3B in Premiums Insurance Group, streamlines renewals with AI
How Godwin and Silverman Insurance Agency operates 24/7 with Sonant
NO MISSED CALLS
“Sonant allows our agency to operate 24/7. It takes pressure off our staff — they’re no longer coming in and catching up on missed voicemails from the night before. Everything is transcribed and pushed into our management system, so the team knows exactly what needs to be done and can act on it immediately.”
Carlo Ferrara
COO at Streetsmart Insurance
QUOTES CAPTURED
after hours
How Streetsmart Insurance reduced staff pressure on servicing
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Owners, COOs, and operations leaders at independent P&C agencies above 20 employees actively evaluating AI vendors.
No. The framework is vendor-neutral. It works whether you end up buying Sonant, a competitor, or nothing at all.
The 12 categories of AI tools, build vs buy vs partner, a 14-question vendor checklist, four red flags, pricing models decoded, an implementation reality check, a vendor comparison template, and the five year-one mistakes.
About a 25-minute read, designed to be used as a working document during your evaluation.
Yes. We built it because we get tired of generic AI vendors making owners' jobs harder.
We offer a 25-minute call where we apply the framework to your agency. No demo, no pitch. You leave with a vendor shortlist, a scored comparison, and a clear recommendation — whether or not Sonant is on it.
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