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AI Note Taker for insurance calls.

Every call your team takes, transcribed, documented to compliance standards, and analyzed for cross-sells and coaching moments - without adding a single step to their day.

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SOC 2 (TYPE II)

GDPR COMPLIANT

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Trusted by Industry Leaders & Partners

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Industry Stats

~30%

of E&O claims against insurance agents stem from failure-to-procure coverage - where documentation is consistently cited as the deciding factor in defense

Big I / Swiss Re Corporate Solutions, 2020 claims data
60–70%

of a CSR's time is spent on manual workflows that could be automated, including post-call documentation

McKinsey Insurance Operations Benchmark, 2025
~50%

of insurance customers only interact with their agent once a year - every conversation carries outsized weight for cross-sell and retention

McKinsey, "Unlocking the potential of deeper customer-agent-insurer relationships"

What is an AI note taker for insurance?

An AI note taker for insurance is a system that listens to every call your team takes, transcribes it in real time, and writes a structured, compliance-formatted record into your AMS - including the summary, outcome, and follow-up tasks.

The best ones go further: they analyze the conversation for cross-sell opportunities, coverage gaps, and coaching moments, turning every call into data you can act on.

Coach, protect, and automate - from every call

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Every call, documented.

Every call transcribed, formatted to compliance standards, and stored in your AMS. If a client ever disputes what was said, you pull the recording in seconds.

See every agent's performance.

Manage your team with data - process adherence, cross-sell flags, and sentiment by agent. Coach with evidence, delivered in a daily digest.

Free your team's time.

Notes auto-drafted into your AMS. Follow-up emails written and ready to send. Tasks created and routed by call type. 20 minutes becomes 30 seconds.

How the AI Note Taker works

1
Listen
Every call your team takes gets transcribed live, in real time.
2
Analyze
The AI reviews the call for outcomes, cross-sell moments, compliance flags, and next steps.
3
Write
A structured activity gets posted to your AMS - auto-titled, fields filled, on the right account.
4
Trigger
Follow-up tasks, emails, and CRM updates fire based on what was said. Your team moves to the next call.

What's included

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AMS-formatted summary

written in the format your AMS expects

Structured activity write-back

auto-titled, fields filled, on the right account

Cross-sell opportunity flags

coverage gaps and up-sell moments surfaced

Process adherence scoring

did the agent follow the playbook?

Call sentiment analysis

how did the caller actually feel?

Draft follow-up emails 

ready to send, per call outcome

Auto-created tasks 

assigned to the right person by call type

Daily performance digest 

by agent, delivered to your inbox

Social Proof

2

days

20

missed opportunities found

50

calls

Why Sonant outperforms generic AI note takers

Purpose-built for insurance - not a repurposed general-purpose chatbot

Outcome

Generic AI note taker

A structured record, not a flat note

✓ Auto-titled, fields filled, account-attached

Generic AI note taker

✗ Free-text transcript only

Titled the way your AMS expects

✓ 3–6 word title auto-generated from the summary

Generic AI note taker

✗ Untitled or manually named

Fires the next step automatically

✓ Outcome → email, task, ticket, invite

Generic AI note taker

✗ Note only, no follow-up

Creates a prospect record from an intake call

✓ Pre-populated with call data

Generic AI note taker

✗ Manual entry

Captures compliance fields cleanly

✓ DOB, SSN, effective date into the right fields

Generic AI note taker

✗ Often ends up in the wrong place

Trained on insurance calls

✓ Real call sets, insurance terminology

Generic AI note taker

✗ Generic transcription

The math

What the AI Note Taker returns

For a 10-agent agency at 25 calls per agent per day:
10 min
Post-call admin eliminated per call Per agent, per call handled
250 
working days per year
10,400 hours
returned to your team annually
$312,000+
 in overhead recovered per year (based on a $30/hr blended service staff rate)
Hypothetical scenario based on 10 minutes of admin saved per call. Individual results will vary.

Purpose-built for insurance

Trained on real insurance calls, formatted for the systems your team already uses.

What your team stops doing?

No more typing up call notes.

No more manual prospect entries.

No more "did anyone follow up on that?"

Producers start quoting immediately.

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Frequently asked questions

How does an AI note taker for insurance work?

Sonant listens to every call your team takes, transcribes it in real time, analyzes the conversation for outcomes and cross-sell moments, and writes a structured activity into your AMS - auto-titled, formatted for compliance, attached to the right account. Follow-up tasks and draft emails fire automatically based on what was said. Your team ends the call and moves to the next one; the AMS is already up to date.

What's the difference between an AI note taker and a generic transcription tool?

Sonant writes a structured AMS activity: auto-titled, required fields filled, attached to the right account, and tagged with the call outcome. Follow-up tasks and emails fire from that outcome automatically. A transcription tool stops at the text file.

How much time does an AI note taker save on documentation?

On average, 10–15 minutes of post-call admin disappears per call. For a 10-agent agency handling 25 calls per agent per day, that's roughly 10,400 hours reclaimed per year, or about $312,000 in recovered overhead at a $30/hr blended service rate. Individual results vary based on call mix and how much documentation your team was doing manually before.

How does an AI note taker help with E&O defense?

Every call is recorded reliably so records don't get lost when something else breaks. Retention policies are configurable per outcome - E&O-sensitive calls can be held long-term, routine intake retained for a shorter window. The recording, transcript, and structured AMS activity are attached together, so if a claim ever lands, retrieval takes seconds. SOC 2 Type 2 and GDPR-aligned throughout.

How does the AI Note Taker surface cross-sell opportunities?

The AI reviews every call for signals the agent might have walked past - a client mentioning their teenager, a new home purchase, a growing business, a policy that's under-insured. Flagged opportunities surface in a daily digest by agent, so you can see which reps are catching them and which aren't. In the first two days at ALLCHOICE, Sonant surfaced 20 cross-sell opportunities across 50 calls.

Does the AI Note Taker work with my agency management system?

Yes. Sonant connects to the major AMS platforms - reads customer data before each call, writes the structured activity back at the end. Two-way integration, in real time.

Do I need to replace my phone system to use Sonant's AI Note Taker?

No. Sonant runs on top of your existing phone setup - no phone-system swap, no new hardware for your team to learn.

What sensitive data does the AI Note Taker capture, and how is it protected?

Sensitive fields (SSN, DOB, payment info) go into the dedicated fields in your AMS, not the summary body. The summary email is redacted where appropriate. SOC 2 Type 2 and GDPR-aligned storage, with retention configurable per outcome.

How fast can Sonant's AI Note Taker be implemented at my agency?

Most agencies go live in under 30 days. Onboarding covers phone-system connection, AMS integration, and calibration against a sample of your recent calls so the summaries and cross-sell flags reflect how your team actually operates.

How does Sonant pricing work?

Sonant charges a predictable partner rate structured around your operation. Onboarding, ongoing configuration, and support are included.