How does Sonant integrate with HawkSoft?

Sonant connects natively to HawkSoft. During calls, Sonant pulls client records and policy data from HawkSoft in real-time. After calls, it logs detailed notes and creates structured tasks directly in HawkSoft based on your agency’s rules. Your team never needs to leave HawkSoft.

What data does Sonant sync with HawkSoft?

Sonant reads client records, policy details, and account history from HawkSoft during live calls (inbound). It writes call notes, task creation, interaction logs, and compliance records back into HawkSoft (outbound). Smart routing uses HawkSoft data for VIP clients and CSR assignments.

How long does it take to set up Sonant with HawkSoft?

Agencies deploy Sonant with HawkSoft in days, not months. The integration is designed to show time-to-value in weeks. Sonant includes white-glove implementation and works with your existing HawkSoft workflows—no process changes required.

Does Sonant replace HawkSoft?

No. Sonant extends HawkSoft by adding an AI voice layer. HawkSoft remains your system of record for policies, clients, and agency operations. Sonant handles the phone calls and writes everything back into HawkSoft so your team works from one place.

Is the Sonant + HawkSoft integration secure?

Yes. Sonant is SOC 2 Type II certified with GDPR compliance and built-in governance guardrails. All conversational records are saved for E&O compliance documentation. Data exchange with HawkSoft is encrypted and secure.

Sonant + HawkSoft Integration: Voice AI That Lives Inside Your AMS

Q: Can Sonant handle outbound calls for HawkSoft agencies?

Yes. Beyond inbound call handling, Sonant supports AI-driven outbound campaigns for renewals, cross-sells, policy reviews, and cancellation saves. All outbound activity logs back into HawkSoft automatically.

How the Integration Works

When a policyholder or prospect calls your agency, Sonant’s AI answers immediately—no hold times, no missed calls, no voicemail. During the conversation, Sonant pulls client information from HawkSoft in real-time to deliver personalized service. After the call, Sonant logs detailed notes and creates tasks directly in HawkSoft based on your agency’s defined parameters.

Your team opens HawkSoft in the morning and sees exactly what happened overnight: every call documented, every task created, every follow-up queued. No manual data entry. No context lost between handoffs.

What Syncs Between Sonant and HawkSoft

Client and policyholder records
Policy details and renewal dates
Call notes, transcripts, and recordings
New lead records and prospect data
Task assignments and follow-up actions

Key Integration Features

Real-time client lookups from HawkSoft during calls
Automatic post-call notes and task creation
Policy information retrieval for personalized service
Warm transfers with full conversation context
Call logging and activity documentation

24/7 AI Call Handling

Sonant handles incoming calls simultaneously in multiple languages without requiring agency scripting. Quote requests, policy inquiries, claims routing, and appointment scheduling—all handled by AI that understands P&C terminology natively.

Real-Time HawkSoft Lookups

During every call, Sonant accesses your HawkSoft data to identify callers, pull policy details, and provide personalized service. Callers don’t have to repeat information your agency already has.

Automatic Task Creation

Every call generates structured tasks in HawkSoft based on your agency’s rules. Quote requests become quote tasks. Service requests become service tasks. Claims become claims tasks. Your team works from HawkSoft—not a separate tool.

Warm Transfers with Full Context

When a caller needs a human, Sonant performs a warm transfer—passing the full conversation context to your staff so they pick up exactly where AI left off. No “can you repeat that?” moments.

VIP Bypass and Smart Routing

High-value clients and specific callers can be routed directly to their assigned CSR or producer. Sonant respects the relationships your agency has built.

Cross-Sell Opportunity Detection

Sonant identifies cross-selling opportunities during conversations—flagging mono-line clients, coverage gaps, or upsell moments and routing them to the right producer.

Outbound Campaign Support

Beyond inbound, Sonant supports AI-driven outbound calls for renewals, cross-sells, policy reviews, and cancellation saves—all logging back into HawkSoft.

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Built for How Agencies Actually Work

This integration was designed around a simple principle: your team should never leave HawkSoft. Sonant doesn’t replace your workflow—it extends it. Every call, every note, every task lives in the system your team already uses.

Agencies deploy in days, keep their existing workflows, and measure lift in productivity and customer experience within weeks—not months or quarters.

Security and Compliance

Sonant operates on a SOC 2 Type II certified foundation with built-in governance guardrails. Full conversational records are saved for E&O compliance documentation. GDPR compliant.

What Agency Leaders Are Saying

“Sonant AI helps agencies automate call routing, policy servicing, and quote intake. When Sonant’s virtual receptionist answers calls, it can handle simple tasks while routing more difficult ones to a person, all while documenting the client and policy in HawkSoft.”

— Rushang Shah, CMO of HawkSoft

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“Great technology only matters if service is better because of it. HawkSoft’s reputation for standing with agencies is the standard we aspire to. Sonant’s role is to extend that experience with always-on voice AI that routes work cleanly into HawkSoft and respects how agencies operate.”

— Francisco Lopes, Co-founder and CEO at Sonant AI

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Ready to See It in Action?

If your agency runs on HawkSoft, Sonant was built for you. See how AI-powered call handling logs directly into your AMS—with zero workflow disruption.

Book a Demo for HawkSoft Agencies →

Sonant continuously expands and improves its integrations. While we do our best to keep this page current, some details may not reflect the latest updates as integrations are an ongoing effort. For the most up-to-date integration specifics, contact our team.

Sonant + HawkSoft: Voice AI That Lives Inside Your AMS