Agency management for independent agents
Sozo reads the dec pages, quotes and endorsements you already get and does the data entry for you. Your team gets its afternoons back. Your clients get you.
How it works
Upload a PDF, forward the carrier's email, or let it land in your Sozo inbox.
Coverages, limits, deductibles, locations, vehicles and every form on the schedule, filled in for you.
Glance at what Sozo flagged, then spend the time on the renewal conversation and the client who needs a call.
The product
Commercial, personal lines and employee benefits, all in one place.
Drop in a dec page and Sozo builds the policy: coverages, limits, named insureds and forms, ready for a quick review.
Ask a question in plain English and get the answer.
Endorsements matched by their actual wording, not just the form number (no more guessing which edition you're looking at).
One roof for every line, with walls around health information so only the right people see it.
Statements in, matches made, exceptions waiting for you.
Every renewal and new opportunity on one board, so nothing slides past an X-date while everyone's busy.
Carrier mail lands on the right client, already sorted. No more digging through shared mailboxes.
Radically generous
Every agency owns its data, full stop. Export all of it yourself, anytime, at no charge. No extract fees and no support ticket. We'd rather earn the renewal.
Make work fun
Everyone on your team picks a mascot and a bandana color. A small touch that makes Monday morning a little brighter.
Mascot
Bandana
Always our best
Access by role, a record of who changed what, and encrypted connections were designed in from day one, not bolted on after the first security questionnaire.
Health information stays behind its own walls, visible only to the benefits team members who need it.
Each agency runs on its own instance and its own database, never mixed in with anyone else's book.
What we believe
More than the deal requires. Agencies own their data, free, and what Sozo earns gets sown back into the Kingdom.
Plain language and standard terms. Nothing hidden in the product, the contract or the price.
Software that's a pleasure to use, and gives people time back for clients and teammates.
In the quality of the system, its security and our service. Every release, every call.
Why "Sozo"
Sozo is the Greek word the disciples cried out when they woke Jesus in the storm: "Lord, save us" (Matthew 8:25). It means to save, keep safe and make whole, which is exactly what independent agents do for their clients when the storms come. Sozo exists to give you the clarity, freedom and time to do it well.
Pilot program · 2027
We're opening Sozo to a small group of independent agencies in 2027. Work directly with the people who built it, help shape what comes next, and get simple per-seat pricing with nothing hidden.
