Empowering Insurance Agencies & Brokers with Liberate AI

Capture 100% of your inbound calls and create outbound campaigns for specific tasks, lines of business and increase your revenue by allowing your people close business and service the highest priorities. 

+40%
calls answered within 3 months
80%
of routine service tasks resolved without human touch
10%+
revenue growth without
adding headcount
SOC2 compliant logo
SOC2 compliant logo
Hipaa compliant logo
SOC2 compliant logo

24/7 Scalability & Sales Velocity

Liberate helps Personal Lines agencies manage high call volumes and accelerate lead conversion by automating the front end of the sales and service cycle.

Customer speaking on the phone outside a residential property while AI-powered quote intake captures insurance requests.

24/7 Quote Intake

AI agents capture complete quote information at any time, eliminating missed opportunities after-hours.

Person reviewing insurance documents at a desk with a laptop, illustrating automated data entry and rating integration.

Rater Integration

Automates data entry into comparative raters to cut quote turnaround from days to hours.

Two business professionals walking and talking outside an office building, representing fast and efficient lead outreach.

High-Velocity Dialing

Systematically dial digital leads until contact is made, ensuring your agency is the first to respond.

Most carriers see ROI just in 90 days.

Book a 30-min review
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High-Volume Service Excellence

Eliminate hold times and staffing constraints with an AI platform built to handle surge volumes with human-like empathy.

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100% Answer Rate

Provide zero wait times and answer 100% of calls instantly, regardless of concurrent volume.

Autonomous Resolution

Autonomously resolve up to 80% of routine service tasks and high-volume calls without human intervention.

Multilingual Support

Instantly detect and switch between English, French, and Spanish to serve your entire policyholder base.

Contextual Warm Transfers

When complexity arises, AI executes a secure transfer to a live agent, passing full context so the caller never repeats themselves.

Focus on Closing and Servicing

Your best call center reps shouldn’t have to deal with misrouted calls or dialing out. Your best reps should be quoting and closing sales while AI Agents take care of the rest.

Precision & Process Automation

Streamline complex commercial workflows, allowing your expert account managers to focus on high-touch advisory services instead of paperwork.

Certificates of Insurance (COI)

Automate the entire intake, validation, and generation process for COIs, resolving standard requests instantly.

Policy & Endorsement Checking

AI extracts data from issued documents to perform side-by-side comparisons and flag coverage gaps in under a minute.

Operational Savings

Reduce servicing time per account by up to 80% and cut manual operating costs by 25–50%.

Seamless Integration

Works with your existing AMS/CRM to log requests, create ACORD forms, and route endorsement requests to carriers.

Small and Middle Market

Regardless of your average premium size, we work help make highly transactional small business policies profitable but can also take calls or process a cert request for all of your accounts.

“The timing meant a lot to us. We had a tight timeline to be live by hurricane season, and Liberate delivered. Working with them has been a transparent, seamless and friction-free process.”

Ron Ligocki
Vice President, Claims
Allied Trust
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Relentless Retention & Prospecting

Automate your agency’s outbound touchpoints to ensure no renewal, payment reminder, or sales lead is ever missed.

Automate your agency’s outbound touchpoints to ensure no renewal, payment reminder, or sales lead is ever missed.

Renewal Reminders

AI initiates outreach 60–90 days pre-renewal to confirm intent and surface risk changes for every account.

Payment & Late Notices

Proactively contact clients for payment reminders and facilitate resolution via automated billing links.

Lead Recovery & Prospecting

Execute outbound calls to X-Dates, unsold or dormant leads, performing a warm transfer to Producers when a prospect is on the line.

Revenue Growth

Agencies leveraging Liberate’s outbound automation consistently drive 10%+ revenue growth without adding additional human employees.

Cross-Sell,
Round Out Program

Call, SMS and email clients to cross sell other lines of business mid-term or at renewal.

Effortless integrations for your workflow.

Liberate provides custom and ready-to-use integrations for insurance agencies, working with popular systems. Custom integrations can be tailored to fit specific agency needs, while out-of-the-box options offer quick deployment for commonly used systems.

See it on a live call.

Book a 30-minute demo with a voice specialist. We will walk through your specific workflow, not a generic product tour.

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