Insurance brokers
Quote intake without losing leads to other brokers.
Example workflow
Call → AI runs disclosures → collects intake → routes to licensed agent.
Industry · Insurance & Financial
Compliant communication, powered by AI.
Sonaira gives insurance and financial firms AI agents, full call recording, PII redaction, and audit trails - built for regulated environments.
Policy · onboarding
Auto policy · #AP-08412
Quote · $148/mo
KYC verified
Docs e-signed
Bound
Bind time
9m
vs 3 days
Compliance ledgerAll recorded
Disclosure read · 04:21
Consent captured · 04:38
Identity match · 05:02
Signature timestamp · 08:47
By the numbers
100%
QA coverage
Every call
Real-time
PII redaction
Built in
Per program
Retention rules
Configurable
Every event
Audit log
Forever
The idea
Regulated work needs regulated tools.
Compliance built-in
PII redaction, retention controls, and disclosure scripts.
Full audit trails
Every call, message, and AI decision logged.
AI in regulated flows
Disclosure scripts and guardrails enforced by AI.
How it works
From quote inquiry to compliant policy.
- Step 01Greet
AI runs disclosures and gathers basic info.
- Step 02Qualify
AI collects KYC and routes by product.
- Step 03Escalate
Hand off to licensed agent with full intake summary.
- Step 04Audit
Full transcript, redaction, and retention by program.
Compliance
Modern AI with regulated guardrails.
QA coverage
100%
Every call
PII redaction
Real-time
Built in
Retention rules
Per program
Configurable
Audit log
Every event
Forever
Capabilities
Compliance-grade features.
PII redaction
Real-time on transcripts and recordings.
Audit trails
Every interaction and AI decision logged.
Retention controls
Per-program data lifecycle.
Disclosure agents
Scripted disclosures with proof of delivery.
Call recording
Encrypted, searchable, redacted.
Compliance reporting
Auditable reports per program and rep.
Old vs. new
Why teams switch to Insurance & Financial.
Legacy stack
With Sonaira
- Siloed tools wired with brittle ZapsOne platform - voice, messaging, AI, workflow
- Months of carrier and vendor procurementProvisioned in minutes on Tier-1 infrastructure
- AI bolted on after the factAI-native from the carrier layer up
- Reports lag the business by weeksReal-time analytics on every conversation
In practice
Insurance & financial in production.
Lending intake
Pre-qualify borrowers compliantly.
Example workflow
Call → AI runs disclosures → KYC → routes to LO → full audit trail.
Financial advisors
Record + score every advisor call.
Example workflow
Call → AI scores against rubric → flags compliance → manager reviews.
"Insurance & Financial replaced three vendors for us - and we ship customer experiences in days instead of quarters."
3.2×
Faster to deploy
Plays nice with your stack
SalesforceHubSpotZendeskIntercomSlackMicrosoft TeamsGoogle WorkspaceTwilioStripeNotionZapierMCP
Related products
Built into these Sonaira products.
FAQ
Questions, answered.
- Sonaira gives insurance and financial firms AI agents, full call recording, PII redaction, and audit trails - built for regulated environments.
Move faster - and stay compliant.
AI agents, PII redaction, retention, and audit trails. Built for regulated industries.