Setting Up AI Calling with Sonant

AI Calling Overview
AI Calling in Momentum AMS is powered by Sonant, an AI-driven receptionist and call assistant solution tailored for insurance agencies. With Sonant, agencies can automate routine phone calls such as servicing inquiries, quote intakes, lead qualification, renewals, and appointment scheduling — freeing staff to focus on higher-value conversations.

Key Services Provided by Sonant

24/7 Availability – Always-on support with zero wait times for clients.
Servicing Inquiries – Collect customer and third-party request details automatically.
Multilingual – AI can speak and understand multiple languages within the same call.
Transfer Calls – Route calls directly to your staff or third parties when needed.
Appointment Scheduling – Automatically schedule appointments, integrated with your calendar.
Quote Intaking – Capture details from calls and pre-fill quote requests in your AMS or rater.
Post Call Notes – Summarize calls, extract key data, and automatically update your systems.
Tailored to Your Agency – Customize call flows to fit your agency’s service guidelines.

How to Enable AI Calling

Access Sonant in Momentum Toolbox
- Go to Momentum Toolbox from the left navigation in AMS.
- Select Sonant from the menu.
Enter Configuration Details
- Input your Customer ID.
- Input your API Key (provided by Sonant).
Subscribe & Activate
- Click Subscribe to activate Sonant.
- Once enabled, AI Calling is available in the Momentum AI → Call Assistant area.

Using AI Calling

After activation, you can place AI-driven calls directly from Call Assistant.
Example use cases:
- Renewal reminder calls.
- Quote intake calls.
- Follow-up or servicing calls.
Each call produces a recap, follow-up actions, and transcripts that can be stored in Momentum AMS.

Best Practices for AI Calling
• Test AI calls internally before using with clients to confirm call flow.
• Always review AI-generated call notes and transcripts before finalizing.
• Use AI calls for repetitive outreach like renewals, freeing staff for complex conversations.
• Keep Sonant API credentials secure and restrict access to admin-level users.
• Combine AI Calling with Renewal workflows in AMS for seamless automation.