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AI Appointment Booking for insurance agencies.

From call to calendar in seconds. Sonant qualifies the caller and books them straight into the right producer's calendar instantly, automatically, around the clock.

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SOC 2 (TYPE II)

GDPR COMPLIANT

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Trusted by Industry Leaders & Partners

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What is AI appointment booking for insurance?

AI appointment booking for insurance is a voice AI that qualifies the caller, checks the right producer's calendar in real time, offers available slots, books the meeting on the line, and sends the calendar invite before the caller hangs up. Runs 24/7, respects out-of-office, handles reschedules and cancellations end-to-end.

Book the meeting on the call.

Caller picks a time on the line. Calendar updates live. Confirmation sent before hangup.

Only book producers who are available.

Calendar + out-of-office read in real time. No double-bookings.

Reminders + rescheduling handled.

Automated reminders 24 hours before. One-tap reschedule without pulling the producer in.

How appointment booking works

1
Qualify
Agent asks the right qualification questions on the call.
2
Check
Right producer's calendar and out-of-office status pulled in real time.
3
Book
Slots offered live. Caller picks one. Calendar updates.
4
Confirm
Invite sent to the caller's email and phone before hangup.

What's included

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Real-time calendar availability

pulled from connected calendars

Out-of-office awareness

OOO slots excluded automatically

Routing by line of business, ZIP, or appetite

configurable

Round-robin, appetite-based, or named producer routing

flexible

Live qualification before booking

captures line, urgency, meeting type

Automated reminders

24 hours before, or on your schedule

Multi-channel confirmations

email + SMS

24/7 booking

after-hours callers can still book

vs traditional appointment booking

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

Outcome

Front desk + manual scheduler

Calendly link in email

Booked on the first call

✓ Live, mid-call

Front desk + manual scheduler

Sometimes

Calendly link in email

✗ Caller has to follow up

Never double-booked

✓ Real-time calendar read

Front desk + manual scheduler

Manual lookup

Calendly link in email

Respects out-of-office

✓ Automatic

Front desk + manual scheduler

Manual

Calendly link in email

✗ Usually not

Routes by line of business or ZIP

✓ Rule-based

Front desk + manual scheduler

Manual

Calendly link in email

Captures qualification before booking

✓ Live intake

Front desk + manual scheduler

Sometimes

Calendly link in email

Reminders + rescheduling handled

✓ Automated end-to-end

Front desk + manual scheduler

Manual

Calendly link in email

Partial

Works around the clock

✓ 24/7

Front desk + manual scheduler

✗ Business hours

Calendly link in email

✓ (but caller has to act)

Purpose-built for insurance

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

What your team stops doing?

No more scheduling emails.

No more double-bookings.

No more reminder calls.

No-show rates drop meaningfully.

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Frequently asked questions

How does AI appointment booking work on an inbound call?

Mid-call, the agent qualifies the caller, pulls the right producer's calendar live, offers available slots, and books the meeting on the line. Calendar invite goes to the caller via email and text before hangup.

Will Sonant avoid double-booking my producers?

Yes. The agent reads producer calendars in real time and only offers slots that are actually free. Out-of-office excluded automatically.

Can Sonant route to the right producer based on line of business or geography?

Yes. Routing rules configurable - by line of business, ZIP, appetite, round-robin, or named producer.

How does Sonant handle reschedules and cancellations?

The agent handles it end-to-end. Caller calls back, Sonant looks up the booking, reschedules using the same routing rules and calendar check.

Does Sonant send reminders before the meeting?

Yes - reminder text and email 24 hours before, on whatever schedule you configure. Includes producer contact info and a one-tap reschedule option.

Can I use Sonant with my existing calendar tool?

Yes. Sonant connects to your existing calendar. No migration.

How does Sonant pricing work?

Predictable partner rate, not per-appointment or per-call.

How fast can Sonant be implemented?

Most agencies go live in under 30 days.