Calls, quotes, policies, premium — pulled from RingCentral and AgencyZoom into one dashboard. Three views give you the full picture: real-time metrics, team leaderboards, and an AI chat that answers questions about your own data.
Get StartedTalk time, quote volume, close rates, sold premium — the KPIs you look at every day to gauge activity. Today that data is scattered across three or four tools. Some of it lives in HawkSoft reports. Some in AgencyZoom. The rest you collect manually.
Sozo pulls it all into one place — real-time, filterable by any time frame, and sliceable by producer, carrier, product, geography, or lead source. The dashboard you wish your AMS had.
Talk time, total calls, inbound vs outbound, quotes, policies written, sold premium — all in one place. Daily volume and premium trend charts update automatically.
Break down performance by Producer, Lead Source, Geography, Carrier, or Product. See who's quoting, who's closing, and where your win rate is highest.
Type a plain-English question. Sozo runs the query, builds a chart, and explains the answer — no SQL, no filters, no pivot tables.
Switch between five dimensions to see leaderboards, bar charts, and win rates. Find your top producers, best-performing carriers, and highest-converting lead sources — all from one tab.
Sozo reads your question, picks the right query — call volume trends, busiest hours, duration stats, lead searches — and returns an interactive chart with a plain-English explanation.