HawkSoft has teamed up with Liberate, an AI automation provider focused on the insurance sector, to integrate the latter’s voice AI into its agency management system.
The move will give insurance agencies new options to automate customer service, quoting and call routing, improving client service and operational efficiency in insurance workflows.
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Liberate’s voice AI is engineered for the insurance field and differs from general-purpose call bots.
With this technology, phone call volumes can be managed more effectively, quoting activities streamlined and client interactions handled without increasing staff numbers.
Liberate voice AI merges AI with real-time data from agency software and call routing processes for independent agencies, managing general agents and carriers.
Liberate CEO and co-founder Amrish Singh said: “We are hyper-focused on helping independent agencies adopt AI, and partnering with HawkSoft moves us closer to accomplishing that mission.
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By GlobalData“This integration gives agencies a powerful way to find, convert and retain more clients for less cost.”
The combined system enables agencies to automate a broad range of routine front line interactions directly through their management software.
Features include automated phone services available at all times in both English and Spanish.
Clients are identified using HawkSoft data and routed to their assigned representative, and agencies can connect this solution to any existing phone system without technical modifications.
The system logs full transcripts of each conversation into HawkSoft records to support tracking needs. Hold times and the likelihood of missed calls are reduced as common inquiries are answered automatically.
HawkSoft CMO Rushang Shah commented: “Our partnership with Liberate accelerates how independent agencies deliver service at scale. By embedding voice AI with HawkSoft’s management system, agencies can triage quick questions instantly while freeing their teams to focus on high-touch conversations – uncovering risk needs, strengthening relationships and elevating the client experience end-to-end.”
HawkSoft, established in 1995, provides management systems designed for independent insurance agencies that focus on workflow effectiveness and support for staff and policyholders.
Liberate offers a range of communication tools including voice AI, email AI, SMS AI and digital intake features that can be deployed in weeks to help automate phone and digital communications, gather details for quotes and address service requests.
