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Every update we ship starts with something an agency asked for. This round is no different: four updates are now live for every Sonant client, covering the two things agencies bring up most - getting the greeting right across multiple offices, and finding a specific call in the log - plus faster lead follow-up and a cleaner client list. None of it requires setup on your end. For the bigger picture on what Sonant handles day to day, see our guide to the AI receptionist for insurance agencies.
Key Takeaways
- One AI agent now delivers a personalized, location-specific greeting for every office - no more choosing between one generic greeting or a separate agent per location.
- Call Logs has been rebuilt with filters for transfer destination, client name or phone number, date/time range, call type, and call outcome, and you can stack as many as you need.
- Filtering by transfer destination shows every call routed to a specific person or department, making it easy to see how call volume is spread across your team.
- The outbound agent can now call a lead the instant they submit a form, instead of waiting on a schedule or a free rep.
- Responding to a lead within 5 minutes makes it up to 21x more likely to qualify versus waiting 30 minutes, and most B2B buyers go with whichever vendor responds first.
- The Clients tab can now filter out anyone not synced from your AMS or CRM, so you can sort your list and see your newest clients first.
What's New at Sonant AI: Personalized Greetings, Smarter Call Logs, and Instant Speed to Lead
If you run multiple office locations on Sonant, you used to have two options: one greeting for every caller, or a separate AI agent for each location just to say "thanks for calling our Chicago office" instead of "California." Now you don't need either. One agent runs every greeting, so there's nothing extra to build, script, or maintain per office - callers still hear the right location name no matter which one they dial.
The same month, we rebuilt Call Logs so you're not scrolling through hundreds of calls to find one. You can filter by transfer destination, client name or phone number, date/time range, call type, and call outcome, and stack as many filters as you need. Picking a person or department from your transfer directory shows every call that went to them - a fast way to see how calls are being spread across your team, similar to what we cover in outbound call center KPIs for insurance teams.
Want to see these updates on your own account? → Talk to Sonant
What changed this month
Why speed to lead and clean client data matter
The outbound update is worth dwelling on because the stakes are measurable. Responding to a lead within 5 minutes rather than 30 makes it dramatically more likely to qualify - the original MIT/InsideSales.com Lead Response Management research puts the gap at 21x, and Harvard Business Review's later audit of 2,241 companies found firms responding within an hour were roughly 7x more likely to qualify a lead than slower responders, with the average company taking 42 hours to respond at all. In insurance specifically, shoppers now pull an average of 3.5 quotes before buying according to J.D. Power's 2026 U.S. Insurance Shopping Study - meaning whoever calls back first has a real edge before the competition even follows up.
That's what the on-demand outbound update targets: your leads submit a form at any time, and Sonant's outbound agent calls immediately instead of waiting for the next scheduled batch or an available rep. It was one of the most requested enhancements from agencies already using the outbound agent.
The Clients tab filter solves a smaller but related problem - trusting your own data. When you open your client database inside Sonant, you can now filter out anyone who isn't coming from your AMS or CRM and focus only on the people whose information we're reading. Sort the list alphabetically and the clients not yet in your database - your newest ones - surface first, so you always know which records are verified against your system of record.
Live now
All updates are live and available in every Sonant account today - there's nothing to turn on for the greetings or Call Logs changes. If you have questions about any of them, want help enabling the outbound speed-to-lead feature, or want to talk through how to get more from your Sonant account, just reply to your update email or reach out to your Sonant contact. We're always happy to help.
Our product roadmap continues to be driven by feedback from independent agencies, so thank you for sharing your ideas and helping us build the future of AI for insurance.
Want to see how these updates would run on your own account? Talk to Sonant →
Related reading
- AI receptionist for insurance agencies
- AI phone answering for insurance agencies
- Outbound call center KPIs for insurance teams
- 10 voice AI strategies to boost insurance lead generation
- Does an AI receptionist log call notes to your AMS automatically?
- Sonant AI is now a Certified Integration Vendor with Applied Systems
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