AI Lead Qualification, on every call.
Stop losing leads to busy signals and bad handoffs. Sonant qualifies every inbound caller, captures every data point, and routes each lead to the right producer with the full context they need to win the business.
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Trusted by Industry Leaders & Partners
Industry Stats
of insurance customers only interact with their agent once a year
typical conversion ratio on cross-sell/quote recommendations from an agent (versus up to 70% with data-driven prompts)
of a CSR's time is spent on manual workflows - including lead intake - that could be automated
What is AI lead qualification for insurance?
AI lead qualification for insurance uses a voice agent to qualify inbound callers live - on the first call - instead of routing them to a producer who has to start from scratch.
It asks the right qualification questions for the line of business, captures the data into your AMS and CRM as a structured lead, and warm-transfers the caller to a producer who's actually available.
Triage every inbound lead
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Qualify on the first call.
Every inbound lead qualified live - line of business, current carrier, effective date, budget signal - without waiting on hold.
Route to a producer who's actually free.
Calendar + out-of-office check before warm-transferring. Leads only land on someone who can pick up.
Hand off with full context.
Short brief on the caller and qualification answers plays before the line connects.
How AI lead qualification works
What's included
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auto, home, life, commercial
populated with all captured fields
to a producer who's actually available
no cold rings
quote link, calendar invite, doc request
service calls routed correctly
sales sees qualified leads
any language, mid-call switching
vs traditional inbound lead handling
Outcome
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Receptionist + voicemail
IVR phone tree
Lead qualified on the first call
✓ Live, by line of business
Receptionist + voicemail
✗ Usually a callback
IVR phone tree
✗ Caller self-categorizes
Producer only picks up if they're free
✓ Calendar + out-of-office check
Receptionist + voicemail
✗ Blind transfer
IVR phone tree
✗ Blind transfer
Hand-off with full context
✓ Caller brief + qualification answers
Receptionist + voicemail
✗
IVR phone tree
✗
Lead in your CRM automatically
✓ Record created mid-call
Receptionist + voicemail
✗ Manual retype
IVR phone tree
✗
Next step in the caller's phone before hangup
✓ Texts quote link, invite, doc request
Receptionist + voicemail
✗
IVR phone tree
✗
Cold leads followed up automatically
✓ Automated sequence
Receptionist + voicemail
✗ Manual
IVR phone tree
✗
Only qualified prospects reach sales
✓ Spam, wrong-number, service filtered out
Receptionist + voicemail
✗ Producer gets everything
IVR phone tree
✗
Purpose-built for insurance
Trained on real insurance calls, formatted for the systems your team already uses.
What your team stops doing?
No more re-qualifying the same lead.
No more sales on discovery calls.
No more losing leads to bad handoffs.
Faster time-to-quote, higher close rate.
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Frequently asked questions
What is AI lead qualification, and how does it work for an insurance agency?
A voice agent qualifies inbound callers live, on the first call. Asks the right qualification questions for the line of business, captures the data into your AMS and CRM as a structured lead, and routes the caller to an available producer. The producer picks up the warm transfer already knowing who the caller is and what they want.
How does Sonant know which qualification questions to ask?
The agent is configured per line of business. Auto triggers one set of questions, home triggers another, life and commercial have their own. Editable from your dashboard as your appetite changes.
How does Sonant integrate with my AMS and CRM?
Two-way, real time. Sonant reads customer and pipeline data before the call, then writes the qualified lead back at the end - in your CRM and mirrored to your AMS.
Does Sonant route the lead to the right producer automatically?
Yes. Rules configured by line of business, ZIP, appetite, or schedule. If nobody on the list is available, the caller gets a scheduled callback on the right producer's calendar.
Can Sonant send a quote link or calendar invite during the call?
Yes. Mid-call texting is built in.
How does this handle spam or existing-customer calls?
Routed correctly without burning producer time. Existing customers go to service. Spam and wrong-numbers get filtered.
Does Sonant work for outbound lead campaigns?
Yes. Outbound quote follow-ups run automatically - prospects who received a quote but haven't responded get a call, the agent answers basic questions, and schedules a callback if there's interest.
How does Sonant pricing work?
Predictable partner rate, not per-lead or per-call.
How fast can Sonant be implemented?
Most agencies go live in under 30 days.
Ready to see every call your team takes as data you can act on?
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