Define the data your brokerage needs. Sozo agents collect it conversationally — during calls, on your website, or through shareable links — and deliver it structured and ready to use.
Get StartedDefine exactly what data you need — name, policy number, vehicle VIN, incident details. Each agent gets its own intake form tailored to the use case.
Callers don't fill out a form. They have a natural conversation. The agent extracts structured data from the dialogue and confirms each field.
Collected data flows into your existing systems — HawkSoft, AgencyZoom, or a simple email summary. No copy-pasting between tools.
We're building shareable, embeddable quote intake forms that your policyholders can fill out on any device. Same structured data, same CRM sync — no phone call required. Drop one on your website or text a link to a client.