The Best Way to Cover E&O Risk

Spend less time worrying; easily record, transcribe, and search all client communication.

Sonia on your calls with clients

Easily record calls with clients , automatically transcribing and storing them to your account.

Track Follow ups

You’ll also get meeting call summaries for all client interactions.

Automated CRM & AMS updates

Your call records will automatically be entered to your CRM or AMS after each meeting.

A source of truth to help brokers with E&O and risk management

Sonia brings all your client communication together so you never miss a detail from your interactions.

A.I. Summary:

  • See what happened in a glance
  • Record the context behind decisions
  • Edit summaries to add more background

How Sonia Works

Get set up in less than 5 minutes

Link Your Calendar

Link your Outlook or Google calendar so Sonia can easily join your client meetings.

Invite Sonia, Call Sonia, or Text Sonia:

Sonia supports Zoom, Webex, GoTo Meeting, Uber Conference, BlueJeans, and many others to transcribe conference calls, voice notes, and texts.

Document and Summarize Every Meeting

After the meeting, you’ll have a full machine transcript of the conversation as well as an A.I. generated Summary in your Sonia account. Easily extract meeting notes and action items from your client meetings.

Drafted Follow-ups

Sonia integrates with your email to extract action items from meetings and help you draft follow-ups to clients, accelerating the closing period for new prospects.

CRM Entry

Document your client meetings with automatic CRM entry for compliance. Automate your workflow and save hours of tedious work each week.

See what Sonia can do for you