The routine work should not require your best people.
85% of what comes into a service queue is predictable: billing questions, ID card requests, policy changes, endorsements, certificate requests. Liberate resolves the routine end-to-end so your licensed agents, adjusters, and account managers focus on revenue-generating activity.
The most common service call. Fully automated.
Billing questions and past-due notices generate more inbound contacts than any other service category. Liberate resolves them across every channel, records every exchange, and writes every update back to your system.
Payment collection and processing
Payments collected via voice or digital flow with PII-compliant card handling. Confirmation sent. Policy updated. Full transaction completed without a CSR.
Billing dispute intake and routing
Disputes acknowledged immediately, structured data captured, and routed to the right team with full context. No dispute goes unlogged.
Changes requested. Changes made. Without a CSR in the middle.
Mortgagee changes, vehicle additions, address updates. Liberate captures the request, validates completeness, and executes or routes the change depending on authority level.
Mortgagee changes, address updates, and vehicle additions captured via voice, SMS, or email without a licensed agent. Logged in your AMS. Routed for processing.
Coverage change requests captured in structured format, validated for completeness, and routed to the right carrier, underwriter, or account manager with immediate acknowledgment sent to the policyholder.
AI extracts data from issued documents, compares against the application, and flags coverage gaps or discrepancies in under a minute.
Changes within pre-approved authority limits executed automatically and written to the policy core. Changes requiring approval escalated with full context.
Policyholders and brokers can request changes via voice, email, SMS, or digital. Liberate captures all of them in the same structured format and routes consistently.
“There were no surprises. With Liberate, you get what they promise. It was a seamless process that I haven't had with other vendors.”
COI requests automated and accurate.
COI requests received via email, voice, or digital form read, parsed, and validated automatically. Requests requiring only a change in Additional Insured fulfilled without human review.
Certificate generated, sent to the requesting party, and transaction logged in your AMS in minutes. No CSR pulling the account or drafting the email.
For clients with recurring COI needs, Liberate automates the full cycle: request, validation, generation, delivery, and renewal-triggered re-issuance.
Every COI transaction logged with requestor, timestamp, certificate content, and delivery confirmation. Complete record. No manual note required.
Medical records, legal attestations, and employer verification letters requested and tracked across your provider network.
Most carriers see ROI just in 90 days.
Questions policyholders ask every day. Answers they can get right now.
Policy terms, coverage limits, deductibles, and exclusions answered from the live policy record across voice, SMS, and digital without a licensed agent unless the question requires one.
Proof of insurance requested and delivered instantly via email or SMS at any hour. One of the highest-volume, lowest-complexity service requests. Fully automated.
Liberate distinguishes informational questions from questions requiring a licensed response. When a licensed agent is needed, a warm transfer happens instantly with full conversation context passed ahead.
Policyholders with coverage questions at 9pm or before a trip get accurate answers from the policy record. Your office is closed. Liberate is not.
100+ languages. Coverage questions answered in the policyholder's preferred language with the same accuracy. Every interaction governed by the Supervisor Layer.
Renewals do not manage themselves. Liberate does it for you.
Retention is won or lost in the 60 to 90 days before renewal. Liberate automates every touchpoint in that window so your producers focus on accounts at risk.
Pre-renewal outreach
Outbound contact initiated 60 to 90 days pre-renewal to confirm intent, surface risk changes, and flag accounts that need producer attention.
Risk change capture at renewal
Structured intake for renewal risk changes captured automatically and routed to underwriting for re-rating. Clean data in at renewal, not a scramble after.
Reshop prevention
When a policyholder signals intent to shop, Liberate flags the account immediately and routes to the producer with full conversation context. Earlier intervention. Higher retention.
Payment collection at renewal
Renewal premium collected via voice or digital flow at the point of confirmation. No separate billing cycle required.
Full book coverage, every account
Liberate touches every account in the renewal window. Every policyholder contacted. Every intent confirmed. No renewal falling through the cracks.
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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