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.






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Every missed call is a sale you handed to a competitor.
Agencies grow by capturing more and servicing better. But your team is buried in COI requests, billing calls, and after-hours voicemails no one returns. Liberate closes every gap automatically, around the clock, across every line of business
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.
AI agents capture complete quote information at any time, eliminating missed opportunities after-hours.
Automates data entry into comparative raters to cut quote turnaround from days to hours.
Systematically dial digital leads until contact is made, ensuring your agency is the first to respond.
Experience up to a 40% increase in new business and support calls answered within just three months of deployment.
Our AI Agents can take mortgagee changes, endorsement requests and log activities while assigning work to AM’s and CSR’s.

High-Volume Service Excellence
Eliminate hold times and staffing constraints with an AI platform built to handle surge volumes with human-like empathy.
Provide zero wait times and answer 100% of calls instantly, regardless of concurrent volume.
Autonomously resolve up to 80% of routine service tasks and high-volume calls without human intervention.
Instantly detect and switch between English, French, and Spanish to serve your entire policyholder base.
When complexity arises, AI executes a secure transfer to a live agent, passing full context so the caller never repeats themselves.
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.
Automate the entire intake, validation, and generation process for COIs, resolving standard requests instantly.
AI extracts data from issued documents to perform side-by-side comparisons and flag coverage gaps in under a minute.
Reduce servicing time per account by up to 80% and cut manual operating costs by 25–50%.
Works with your existing AMS/CRM to log requests, create ACORD forms, and route endorsement requests to carriers.
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.
Relentless Retention & Prospecting
Automate your agency’s outbound touchpoints to ensure no renewal, payment reminder, or sales lead is ever missed.
AI initiates outreach 60–90 days pre-renewal to confirm intent and surface risk changes for every account.
Proactively contact clients for payment reminders and facilitate resolution via automated billing links.
Execute outbound calls to X-Dates, unsold or dormant leads, performing a warm transfer to Producers when a prospect is on the line.
Agencies leveraging Liberate’s outbound automation consistently drive 10%+ revenue growth without adding additional human employees.
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.












