Omnia Agent
Omnia Agent helps insurance brokerages work leads and route calls using producer licensing, carrier appointments, and availability. It gives producers context for human handoffs and records the agent’s decisions for review.
One of 653 tools in AI Agents
Who it's for
- Insurance brokerage operations teams handling inbound calls that need routing by state license, carrier appointment, and producer availability.
- Insurance producers who receive warm handoffs and need the client record and call context ready when they take over.
- Brokerage teams reviewing automated outreach and agent decisions through campaign controls and a decision ledger.
Not the right fit if…
- Teams that require confirmed SMS outreach today: the site lists Nia’s SMS launch as a roadmap item rather than confirming it is live.
- Brokerages that need commission tracking, effectuation, or retention workflows immediately: these appear as upcoming roadmap items.
How it fits your workflow
The platform is presented as a workspace for leads, calls, and client records. Nia works leads and routes calls; the page also describes outreach campaigns and voice callbacks.
When a call needs a licensed human, Nia hands it to a producer. The producer sees the client record and a short brief, while call tools include a transcript, quote engine, and sale capture.
The decision ledger records actions as they happen, including Nia’s confidence and the outcome, so brokerage teams can review agent behavior.
Pricing
The vendor doesn't publish prices. Check with Omnia Agent directly.
Prices checked on Oct 1, 2026 from the vendor's site. They can change; confirm before you buy.
Key features
- Lead outreach and lifecycle campaigns
- The platform describes outreach to leads, lifecycle messaging, and campaign controls that make the campaign’s blast radius visible. Its roadmap lists SMS as an upcoming launch.
- Call routing based on agent eligibility
- Incoming calls can be routed using factors the page names: state license, carrier appointment, and producer availability. The routing is intended to show its reasons.
- Browser softphone and outbound calls
- The page describes a softphone in the browser and outbound calling, including a workflow for callbacks.
- Warm handoff to a licensed producer
- When a conversation requires a license, Nia hands it to a licensed agent. The described handoff opens the client record and presents a short brief with the reason for the call.
- Live transcript and compliance checks
- The producer workflow includes a live call transcript described as compliance-checked.
- Quote engine and net premiums
- The page lists a quote engine that presents net premiums as part of the producer toolset.
Limitations to know
- SMS is presented as a roadmap launch item, so the page does not confirm that SMS outreach is currently available.
- Commission tracking, effectuation, retention, producer onboarding, and carrier reconciliation are listed as upcoming roadmap work or features.
- The page describes multi-tenant general availability as the v1.0.0 goal rather than confirming that it is currently generally available.
Alternatives to consider
-
IntellAgents.io
Choose it if you need general-purpose AI voice and chat agents for business calls and social channels rather than Omnia’s insurance-brokerage-focused workflows.
Getting started
- Request a demo through the Get a demo option on the site.
- Log in if you already have access to Omnia.