Tell us what you need. Sozo turns it into AI agents that answer calls, send texts, handle emails, and run workflows — one agent at a time.
Your best people are stretched thin. AI agents handle the repetitive work — answering calls, collecting intake, following up — so your team can focus on what they do best.
After-hours calls go to voicemail. Website visitors leave without talking to anyone. AI agents pick up every time, on every channel, so no lead slips through.
Most agencies can’t answer basic questions about their own calls. AI agents collect data as they work — giving you visibility into what’s happening across your business.
Pick a template and watch the builder create a personalized agent in seconds.
Connect in minutes. Sozo works with your existing phone system, AMS, and CRM — no rip-and-replace required.
Route calls, configure after-hours coverage, manage IVR menus, and sync call data.
Cloud phone integration for call routing, recording, and real-time agent handoff.
Unified communications with AI-powered call handling and queue management.
Pull policy details, push intake data, update client records, and trigger workflows.
Sync client and policy data so your AI agents always have current information.
Connect your book of business — policy data, client records, and activity logs flow both ways.
Comparative rater and management system integration for quoting and policy tracking.
Sync leads, update pipeline stages, and trigger nurture sequences automatically.
Capture leads from calls, sync contacts, log activity, and trigger marketing workflows.
Push qualified leads, log call activity, and keep your pipeline in sync.
Bi-directional contact sync, deal tracking, and automated follow-up sequences.
Get notified on new leads, claims, and escalations directly in your team channels.
Real-time alerts for call summaries, intake completions, and workflow triggers.
AI agents book appointments directly into your calendar — no back-and-forth.
Calendar booking, email notifications, and task creation from AI agent activity.
Powering agents with fast, high-quality web search. Find prospects, monitor competitors, and deliver lead digests automatically.
Track industry news, agency acquisitions, and market trends relevant to your book of business.
Automatically enrich leads with business details, social profiles, and firmographic data.