Sonia helps make remote sales organizations 10x more productive
The fastest way for Insurance Brokers, Account Managers, and CSR’s to cover E&O risk, update their AMS, and automate client applications.
Sonia transcribes conference calls, voice notes, and texts to extract meeting notes and action items from your client meetings.
No need to manually update your CRM. Your notes will automatically be entered after each meeting.
Sonia seamlessly plugs into your calendar, conferencing provider, and most CRMs like Salesforce so you can focus on your clients.
Sonia leverages AI to extract summaries and decisions so notes can be shared between associates and advisors.
Find what you need and review old meeting notes to build rapport with clients. All valuable information is just a click away.