Sonant
Also known as: sonant.ai, Bluberry AI, Inc.
AI receptionist for P and C insurance agencies: answers every inbound call in any language, recognizes callers, looks up policies live in the AMS, captures quote and claim details, books appointments, texts links, warm transfers to staff and writes structured activity back to Applied Epic, EZLynx, HawkSoft, Momentum and other AMSs. SOC 2 Type II.
Sonant sells an AI receptionist for property and casualty insurance agencies, brokers and distributors. It answers every inbound call on the first ring in English, Spanish, Portuguese, French, Korean and other languages, recognizes the caller by phone, date of birth or ZIP, looks up policy and coverage details live in the agency management system, captures quote and claim intake fields, qualifies leads, books appointments against agency calendars, texts payment or quote links during the call, and warm transfers to licensed staff with context, aware of calendars and out of office status.
After each call it writes structured, auto titled activity and filled fields back to the AMS, with integrations for Applied Epic (as a certified vendor), EZLynx, HawkSoft, Momentum, QQCatalyst and AgencyZoom. Calls keep recordings and transcripts, and an agency dashboard shows call history. Sonant also offers an AI note taker and free tools such as a policy comparison tool. Sonant holds SOC 2 Type II and claims GDPR compliance, with TLS and AES-256 encryption and a published trust center. Sonant is a product of Bluberry AI, Inc.
Vendor details
Canonical URL
https://www.sonant.ai
Category
Voice agent
Funding status
Not stated on the company's site; Sonant is a product of Bluberry AI, Inc.
Company status
independent
Use cases & customers
Primary use cases
Target customers
Deployment options
Integrations
Live lookup and structured write back to Applied Epic (as a certified vendor), AMS360, EZLynx, HawkSoft, Momentum, QQCatalyst and AgencyZoom, including notes, tasks and call logs. Calendar sync covers Cal.com, Calendly, Google and Outlook, alongside Zapier, and payment links, quote links and calendar invites go out by text mid call.
In practice
A client calls at 7pm about a fender bender. Sonant answers on the first ring, matches them by phone and ZIP, pulls the policy from Applied Epic, takes the claim details and writes the activity to the account for the morning.
A Spanish speaking prospect calls for an auto quote while your producers are busy. Sonant runs the quote intake in Spanish, texts a quote link during the call and books a follow up on the producer's calendar.
A caller insists on talking to their account manager. Sonant checks the rep's calendar and out of office status, warm transfers with context if they are in, and books a callback if they are out.
Sources & related URLs
Agentic Index coverage score
5.5 / 14 capabilities · 39%
| Integrations & Tool Calling | Full |
|---|---|
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The receptionist looks up policy, coverage, renewal date and deductible live in the agency management system and writes the call up in real time as structured, auto titled activity with fields filled on the right account. Integrations cover Applied Epic as a certified vendor, AMS360, EZLynx, HawkSoft, Momentum, QQCatalyst and AgencyZoom (notes and tasks), calendars in Cal.com, Calendly, Google and Outlook, and Zapier, and it texts payment links, quote links and calendar invites mid call. SourceSonant, sonant.ai/solutions/ai-voice-agents, /integrations and sonant.airead 2026-10-06 |
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| Workflow Orchestration | Partial |
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Each call runs the receptionist's own sequence, identifying the caller, looking up the policy, capturing fields, qualifying, transferring or booking and writing back, tailored to agency guidelines, with VIP bypass, client branches and a transfer directory as settings. Sonant names no branching, workflow builder or multi agent routing that the agency operates. SourceSonant, sonant.ai/solutions/ai-voice-agents and /newread 2026-10-06 |
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| Knowledge Grounding & RAG | Partial |
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The agent pulls the caller's policy, coverage, renewal date and deductible from a live AMS lookup on each call, with account context loaded before the conversation starts, and follows agency guidelines after training on real insurance call sets. Sonant names no knowledge base or retrieval over the agency's documents. The policy comparison tool is a separate free web tool. SourceSonant, sonant.ai/solutions/ai-voice-agentsread 2026-10-06 |
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| Human Oversight & Guardrails | Partial |
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The receptionist warm transfers callers to licensed staff with context, checking the receiving rep's calendar and out of office status first and never cold transferring, and VIP callers can bypass it. Sonant names no step where staff approve an agent action before it commits. SourceSonant, sonant.ai/solutions/ai-voice-agents and /newread 2026-10-06 |
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| Security, Identity & Governance | Partial |
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Data is protected with TLS in transit and AES-256 at rest. Sonant holds SOC 2 Type II certification with the AICPA SOC badge and claims GDPR compliance, along with clear retention policies, a 72 hour breach notice commitment and a trust center at trust.sonant.ai. It names no SSO, roles or permissions for the agency's users. SourceSonant, sonant.ai/security, /solutions/ai-voice-agents and sonant.airead 2026-10-06 |
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| Observability & Auditability | Partial |
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Calls keep audit ready recordings and transcripts, each call is written up in the AMS in real time and logged there (an AI Calls Logs tab in Momentum), and an agency dashboard, released as an invite only beta, shows call history and manages agents. Sonant names no view of the actions the agent took within a call. SourceSonant, sonant.ai/new and /solutions/ai-voice-agentsread 2026-10-06 |
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| Memory & State Persistence | Partial |
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An agent call memory updates AMS tasks, with an option to remove it, and the receptionist recognizes returning callers by phone number with a quick date of birth or ZIP check. Sonant does not say what the memory covers or how long it is kept. SourceSonant, sonant.ai/new and /solutions/ai-voice-agentsread 2026-10-06 |
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| Deployment & Data Residency | Not documented |
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The service is hosted, and Sonant's subprocessors work under GDPR data processing agreements. No hosting region is published, and Sonant names no region choice or dedicated or customer hosted option. SourceSonant, sonant.ai/securityread 2026-10-06 |
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| Prebuilt Agents, Templates & Packs | Partial |
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Sonant sells one receptionist agent trained on P and C insurance calls, with solution pages for its functions, call answering, lead qualification, appointment booking, conversation management and workflow automation, and a separate AI note taker. These are all functions of the one agent. Named customers include O'Connor Insurance, BIG Pickering, Cornerstone Insurance and PIB Group. SourceSonant, sonant.ai and /solutions/ai-voice-agentsread 2026-10-06 |
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| Triggers & Channel Coverage | Full |
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The receptionist answers the agency's inbound calls on the first ring in any language, switching language mid call, with no queue or hold music. Callers start the work, with no one at the agency invoking it. Sonant does not say whether it makes outbound calls. SourceSonant, sonant.ai/solutions/ai-voice-agentsread 2026-10-06 |
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| Model Flexibility & Routing | Not documented |
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No model provider or model choice is named. Sonant says only that the agent is trained on real insurance call sets. SourceSonant, sonant.ai/security and /solutions/ai-voice-agentsread 2026-10-06 |
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| APIs, SDKs & MCP Extensibility | Not documented |
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Integrations reach agency management systems, calendars and Zapier, but no API, SDK or MCP server for calling Sonant itself is published. SourceSonant, sonant.ai/integrationsread 2026-10-06 |
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| Testing, Debugging & Optimization | Not documented |
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By Sonant's account, more than 90% of the details captured on a call end up right, a figure for its own agent. It names no test, scoring of agent changes or experiment surface that the agency runs. Customer stories report 8X ROI in 30 days at O'Connor Insurance, 600% ROI at BIG Pickering, 43% higher staff productivity at Cornerstone Insurance and $120k in quotes captured after hours at StreetSmart Insurance. SourceSonant, sonant.ai/solutions/ai-voice-agents and sonant.airead 2026-10-06 |
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| Browser & Computer Use | Not documented |
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Agency systems are reached through native AMS and calendar integrations, and Sonant names no browser, desktop or computer control. SourceSonant, sonant.ai/integrationsread 2026-10-06 |
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The Agentic Index coverage score grades every vendor Full, Partial or Not documented against the same 14 buyer facing capabilities, from public evidence only. Each capability links to how all vendors in the index score on it. How this evidence is graded
Product updates
Sonant AI has become a Certified Integration Vendor with Applied Systems, securing certified access to the Applied Epic agency management system. This bi-directional integration allows the voice AI to answer calls, retrieve live account information during conversations, and resolve routine service requests. Following the call, the platform automatically writes activities and call summaries directly back to the correct client account in Epic.
Bears on: Workflow orchestration
View sourcePricing
Contact sales
not captured
What is public
The motion only: a demo and a rollout in under 30 days; no rates or metering are published.
Variable cost rationale
No billing model captured; per-agency subscription pricing is typical but not documented for Sonant.
Sales call required
Yes, required for paid access
Free / trial
Not published
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Alternatives to Sonant
The closest documented capability profiles to Sonant among voice agents tracked by Agentic Index, ordered by similarity on the same 14 point evidence the rankings use. No vendor pays for placement.
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Similarity is computed from each vendor's Agentic Index coverage score evidence, axis by axis, not from the totals. How this evidence is graded