“My job is making sure submission packaging — without anyone on your team having to ask.”
We watched our own insurance operations team burn out on work that never stopped. Underwriting Assistants were leaving for better pay, calling out sick, and taking weeks to train — meanwhile the queue kept growing and customers kept waiting. There was no way to hire fast enough.
Sota was built to be the piece of the team that's always there. Not a bot reading from a script, but a worker who knows the systems, the SOPs, and the judgment calls — so your senior people get their time back for the work only they can do.
Sota in their own words.
I'm the underwriting assistant your insurance operations team leans on when the queue starts stacking. Packages submissions so underwriters decide faster. I own the work end-to-end — you hand me the inbox, the ticket, or the call, and it gets done right the first time.
Day to day I'm running submission packaging, loss-run gathering, supplemental app tracking. I know the systems your team uses, I know what "clean" looks like in this seat, and I don't drop details when the volume climbs.
I work inside your stack, not alongside it. Every action I take is logged, every handoff has context, and your senior people get their time back for the work only they can do.
Hear Sota on a real call.
This is how Sota handles a caller end-to-end — answer, capture, confirm, close. Request a demo to hear one live with your business.
Sota is in production. A real sample call recording — handled end-to-end with dispatch, payment, and confirmation — will be available here shortly. Request a demo to hear one live with your business.
What Sota does best.
Everything Sota does, top to bottom.
These aren’t theoretical. Every item below is part of Sota’s live SOP on real deployments.
- Submission packaging
- Loss-run gathering
- Supplemental app tracking
- Quote + binder prep
- Logs every action in your system of record
- Escalates with full context when scope is exceeded
- Runs against SOPs you approve before go-live
- Works inside your stack — no new tools required
How Sota works a typical ticket.
Five steps, every time. Nothing skipped, nothing improvised.
Pick up the work
New underwriting assistant work lands in my queue — form, ticket, email, or inbound request. I triage within minutes of arrival.
Submission packaging
Submission packaging. Done inside SOP, logged step-by-step, never skipped.
Loss
Loss-run gathering. Done inside SOP, logged step-by-step, never skipped.
Supplemental app tracking
Supplemental app tracking. Done inside SOP, logged step-by-step, never skipped.
Document + hand off
Every action lands in your insurance operations system of record. If anything exceeds scope, I warm-transfer with full context — your team never starts from zero.
The tools Sota works inside.
Sota plugs into your existing stack. No new tools to learn, no data silos, no black box.
Built for the operators Sota already works with.
Work Sota has already done.
Every role below represents live deployments on real businesses — not theoretical capabilities.
- Primary underwriting assistantEmbedded in insurance operations teams
Packages submissions so underwriters decide faster.
- Submission packagingDaily workload
Submission packaging · Loss-run gathering · Supplemental app tracking. Every action logged, every handoff documented.
- Cross-team coordinationInterfaces with insurance operations stakeholders
Works alongside your existing team — never a black box. When scope exceeds the runbook, escalates with full context and proposed next step.
Real calls. Real tickets. Real outcomes.
Request came in via Slack at 9:12 AM. By 10:04 Sota had processed the work, flagged one edge case to the team lead, and closed the loop with a short summary + links to the system of record.
Teams that already hired Sota.
Challenge, solution, and the numbers that changed after go-live.
Property & Casualty operator missing underwriting assistant work after hours. Senior staff pulled onto routine tasks; errors stacking up; customer follow-through slipping.
Deployed this worker on the primary submission packaging flow. Loaded the SOP, wired the integrations, and flipped live inside 48 hours.
Growing life & health team could not hire fast enough to keep up with underwriting assistant volume. Backlog grew 3x in 90 days; escalations ran hot.
Handed over the routine 80% of the queue. Senior staff kept the judgment calls. Every action logged in the system of record.
Sota vs. hiring a human.
The math, laid out. No salary, no turnover, no sick days.
| Scenario | Human hire | Temp agency | Sota |
|---|---|---|---|
| Annual cost | $67,000 | $97,150 | $4,188 |
| Hours covered | 40/week | 40/week | 168/week |
| Sick days | 10+/yr | 2+/yr | 0 |
| Ramp time | 6–8 weeks | 1–2 weeks | 48 hrs |
| Turnover risk | High | Very high | None |
Pick the bundle that fits your volume.
Buy minutes, not employees. Every plan includes full onboarding and integration. Upgrade or downgrade any month.
- 300 minutes / month
- $1.50/min overage
- One AI worker
- Standard SOP training
- Email support
- 500 minutes / month
- $1.50/min overage
- Custom SOP + voice training
- CRM / system-of-record integration
- Priority support
- Monthly tuning session
- 1,500+ minutes / month
- $1.50/min overage
- Multi-line / multi-region
- Custom voice + white-glove onboarding
- Dedicated CSM
- Per-team reporting
- SLA + BAA available
Need more volume? See all 14 tiers →
From signup to live in under 48 hours.
Four steps. We handle the technical work. You focus on the SOPs and the first-week review.
Pick your plan
Choose a minute bundle that matches your volume. Most underwriting assistant ops start on the Starter or Pro tier.
Connect your inbox / ticket system
Hook into your CRM, help desk, or ticket queue. Webhooks or native integrations — we handle the plumbing.
Upload your knowledge
Scripts, SOPs, FAQs, rate cards — anything your underwriting assistant team would hand a new hire. We train the worker on it.
Go live in under 48 hours
Soft-launch on a small % of traffic, review recordings the first week, then flip to full volume. You stay in control.
What teams say after they hire Sota.
“Sota handles the underwriting assistant workload our team used to dread. Nothing gets dropped, nothing stacks up overnight.”
“The turnaround is the best part. Sota processes requests inside an hour that used to sit on our desk for a week.”
Everything teams ask before hiring Sota.
Under 48 hours in most cases. We load your underwriting assistant SOP, wire the integrations, and soft-launch on a small share of traffic so you can review before flipping to full volume.
Sota warm-transfers (or routes the ticket) with a one-paragraph summary: what the caller / customer asked, what Sota already confirmed, and why it's being escalated. Your team never starts from zero.
Whatever your team already uses. Sota pushes actions into your existing insurance operations stack — CRM, ticket system, calendar, SOR — via native integrations or webhooks. No new tool required.
You buy a minute bundle starting at $249/month. Every minute Sota spends on your work counts toward the bundle. Overage is billed at $1.50/min. No seats, no per-call fees, no hidden add-ons.
Any time. Upgrades prorate instantly. Downgrades apply at the next billing cycle. Your worker keeps its training, voice, and history through any change.
Yes. Sota works every shift, including weekends and holidays. Work that lands at 2 AM gets handled before your team walks in the next morning.
Every conversation is logged, encrypted at rest, and retained per your policy. For insurance operations teams with HIPAA, PCI, or SOC2 requirements, we run on BAA-signed infrastructure with audit trails on every action.
Yes. Book a call with our team — we'll walk you through a live demo of Sota, look at your current underwriting assistant workflow, and map out what the first 30 days would look like.
Starting at $349/mo.
Live in under 48 hours.
Most teams run underwriting assistants on the lite bundle or the next one up as volume grows.
