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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Serviceplane is a cloud-based solution designed for both public agencies and customer support teams in the private sector. It integrates various communication channels such as web chat, phone, email, SMS, and web forms into a unified case management system, complete with a workspace for staff to manage case routing and documentation. The platform features an AI assistant that responds using information from authorized websites, documents, and SharePoint content, ensuring it cites its sources and redirects inquiries to human staff when necessary. Teams have the capability to test responses in a shadow mode prior to launching any communication channel, can access read-only account information or case records, and must perform identity verification before revealing sensitive information in public forums. Additionally, Serviceplane facilitates workflows for shared mailboxes, provides assistance for contact-center agents, supports staff single sign-on, and accommodates multilingual interactions. This innovative platform is specifically tailored for government entities and service teams across various sectors including healthcare, finance, insurance, education, technology, utilities, retail, and property management, ensuring a comprehensive support system for diverse needs. Overall, Serviceplane aims to enhance collaboration and efficiency in customer service operations across numerous industries.

Description

Sonant serves as an AI receptionist specifically designed for property and casualty insurance agencies, transforming routine incoming calls into tangible revenue without the need for additional personnel. It operates around the clock, offering personalized interactions that mimic human conversation, quickly identifies callers, and effectively captures requests for quotes or services while also facilitating appointment scheduling and directing calls to agents as necessary. To enhance agency efficiency, it automatically summarizes discussions for integration into agency systems. Additionally, Sonant boasts multilingual capabilities, enabling seamless communication even within a single call, supports multiple calls simultaneously, and integrates smoothly with leading Agency Management Systems (AMS) such as EZLynx, Momentum, QQCatalyst, HawkSoft, AMS360, AgencyZoom, and Zywave, among others, as well as various calendars and automation tools. Furthermore, it is engineered for minimal latency and is specifically optimized for workflows within the insurance sector, featuring safeguards that prevent it from delving into intricate coverage details, ensuring compliance and focus on essential service delivery. By utilizing Sonant, insurance agencies can streamline operations and enhance customer engagement effortlessly.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

No images available

Screenshots View All

Integrations

AgencyZoom No 
Applied Epic No 
Calendly No 
EZLynx No 
Genesys Cloud CX Yes 
Google Calendar No 
HawkSoft No 
InsuredMine No 
Microsoft 365 Yes 
Microsoft Entra ID Yes 
Microsoft Outlook No 
Momentum No 
Okta Yes 
QQCatalyst No 
Vertafore AMS360 No 
Zapier No 
Zywave CPQ No 

Integrations

AgencyZoom Yes 
Applied Epic Yes 
Calendly Yes 
EZLynx Yes 
Genesys Cloud CX No 
Google Calendar Yes 
HawkSoft Yes 
InsuredMine Yes 
Microsoft 365 No 
Microsoft Entra ID No 
Microsoft Outlook Yes 
Momentum Yes 
Okta No 
QQCatalyst Yes 
Vertafore AMS360 Yes 
Zapier Yes 
Zywave CPQ Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support No 

Customer Support

Business Hours No 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

2AM Fusion

Country

United States

Website

serviceplane.ai/

Vendor Details

Company Name

Sonant

Country

United States

Website

www.sonant.ai/

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