Every lead answered. 24/7/365.
Slow speed-to-contact, after-hours abandonment, and producers buried in service work cost agencies revenue every day. Liberate captures every inbound opportunity, qualifies it, and delivers a warm transfer or closes the quote autonomously. The revenue is already there. Liberate makes sure you collect it.
First to answer. First to win.
The industry average for answering calls is 99 seconds. Liberate answers in under 1 second, 24/7, qualifies the prospect, and either closes the quote or delivers a warm transfer to a producer who is fully briefed before they say hello.
Instant answer, every call
Every inbound call answered in under 1 second regardless of volume or time of day. 24–28% of callers who abandon do not call back. Liberate eliminates that loss on every line.
Lead qualification
Nicole gathers intent, product interest, and basic risk information on the first call so the producer who picks up the warm transfer is already briefed, not starting cold.
From first call to bound policy. No producer required.
Liberate completes the full rate, quote, and bind workflow autonomously, gathering intake, entering data into your rater, presenting the quote, and binding the policy for qualifying risks across personal and small commercial lines.
Mortgagee changes, address updates, and vehicle additions captured via voice, SMS, or email without a licensed agent. Logged in your AMS. Routed for processing.
Comparative rater integrations enable Liberate to intake quote information for auto, home, and small commercial accounts. Fully autonomous.
For pre-approved risk profiles, Liberate binds the policy, issues confirmation, and logs the transaction in your AMS. The full sales cycle completed without a producer touching the file.
Changes within pre-approved authority limits executed automatically and written to the policy core. Changes requiring approval escalated with full context.
18 months of legal and compliance work built into a governed RQB flow. Every quote logged. Every bind auditable. Licensed-activity detection and warm transfer built in for lines that require it.
“Our goals were to enhance efficiency, streamline claim workflows and create a seamless claims experience. We are relentlessly focused on our customer experience and always looking for ways to improve.”
Dial the whole list. Every time.
Dormant and unsold leads worked automatically, calling, qualifying, and delivering warm transfers when a prospect is ready to talk. 93% higher transfer rate to producers than the call center on the same lists.
Outbound contact pre-renewal to confirm intent, update information, and catch accounts considering a move. Every account touched, not just the ones your team has time to call.
Mid-term clients contacted with cross-sell opportunities via voice, SMS, or email. Warm transfer to the producer when interest is confirmed.
Proactive outbound contact for past-due accounts before policies lapse. Automated billing links sent in the same interaction.
Liberate dials every contact at the right cadence. The revenue difference between 71.8% and 100% list penetration compounds across every campaign you run.
Most carriers see ROI just in 90 days.
Producers should be in meetings. Not booking them.
Prospects calling to schedule a consultation or review booked directly into your calendar system across voice, SMS, or digital without CSR or producer involvement.
Liberate calls unsold leads, X-dates, and renewal accounts to set producer appointments, delivering a scheduled, confirmed meeting to the producer's calendar instead of a cold name on a list.
Automated reminders via SMS or email reduce no-shows. Every confirmation logged. Every cancellation flagged and rescheduled automatically where possible.
Integrated with your CRM and calendar tools. Appointments booked and updated in the same systems your producers already work in.
Before the appointment starts, the producer has full intake context: what the prospect said, what product they are interested in, and what was discussed in the scheduling call. No cold start.
The lead you lost is not gone. It is waiting for someone to call back.
Abandoned calls, unanswered web forms, incomplete quotes, lapsed policies. These are not lost sales. They are warm opportunities that fell through because no one followed up fast enough or consistently enough. Liberate does both.
Abandoned call recovery
When a caller abandons before reaching a human, Liberate identifies the contact and initiates an outbound callback or SMS within minutes to re-engage before they call a competitor.
Incomplete quote follow-up
Prospects who started a quote but did not complete it contacted automatically via outbound call or SMS to re-engage, answer questions, and either finish the quote or schedule a producer call.
Dormant lead reactivation
Leads that went cold 30, 60, or 90 days ago worked automatically on a cadence. Liberate dials all of them and delivers the warm ones.
Lapsed policy win-back
Former policyholders contacted via outbound voice or SMS with a relevant offer. Liberate qualifies intent, answers coverage questions, and connects to a producer when the prospect is ready to rebind.
CRM integration and lead logging
Every recovery interaction logged in your CRM: contact made, conversation summary, disposition, and next step. No lead falls through without a record of what was tried.
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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