Partnership delivers conversational AI that logs calls and creates tasks directly in HawkSoft

HawkSoft, a leading agency management system provider for independent agencies, and Sonant, a voice AI platform built exclusively for insurance, announced a new integration that delivers 24/7 call logging directly within HawkSoft. The collaboration gives agencies conversational AI that understands P&C workflows out of the box, triages every call into actionable tasks, and writes notes back into HawkSoft—so teams resolve requests faster without changing their day-to-day tools.

For the industry, this announcement signals practical, measurable AI value in the agency front office. For agencies, it reduces hold times, eliminates missed calls, frees staff for higher-value work, and unlocks productivity.

What Sonant AI Offers

• Insurance-native voice AI agents with warm transfers, VIP bypass, and past-call memory
• Real-time lookup and task routing into HawkSoft to keep work in the system of record
• Marketing Technology News: MarTech Interview with Stephen Howard-Sarin, MD of Retail Media, Americas @ Criteo
  

Why it matters

• Fewer missed calls and faster response times across personal and commercial lines
• Less manual data entry, fewer errors, and better customer experience

Results

• Designed to show time-to-value in weeks, not months
• Built-in governance guardrails and SOC 2 Type II compliance

Previously, this workflow required

• Staffing for high turnover roles
• Manual call routing, repetitive notetaking, and follow-up across multiple tools
• Fragmented handoffs that created delays and dropped context

Marketing Technology News: From MarTech Stack to MarTech Fabric: Weaving Brand, Content, and Conversion Into One Thread

“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.”, said Francisco Lopes, Co-founder and CEO at Sonant AI.

“Sonant AI helps agencies automate call routing, policy servicing, and quote intake,” says Rushang Shah, CMO of HawkSoft. “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.”