VoIP Voice Automation Customer Sentiment Metrics AI Assistant Service Optimization

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Voice AI built to automate service, quoting, and call routing for insurance agencies, carriers and MGA’s.

What makes us unique?

Liberate AI was specifically designed for the insurance industry—every feature aims to lessen phone call burdens, enhance quoting efficiency, and elevate client experience without the need for extra staff. We support independent agencies, MGAs, and carriers by integrating natural language processing, real-time integrations, and intelligent call routing into a unified voice automation platform. Liberate is not a generic call center bot—we are insurance-native and dedicated to workflow optimization. Our focus is solely on the insurance industry.

Features and Workflow

Liberate Voice AI integrates seamlessly with HawkSoft to automate phone interactions, minimize service bottlenecks, and enhance quote intake. Below are essential workflows that boost both productivity and client satisfaction.

  • Automatically answers inbound calls 24/7/365 in both English and Spanish.
  • Utilizes HawkSoft data to identify the client, match them to their CSR or producer, and route accordingly.
  • Compatible with any phone system – no integration needed.
  • Transcribes conversations and logs essential data into client files for compliance and tracking.
  • Accepts service requests such as ID cards, endorsements, and policy changes through voice automation.
  • Identifies VIP clients and directs them for priority handling or alerts staff.
  • Gathers FNOL details and submits them to the agency in a structured, follow-up-ready format.
  • Minimizes hold times and missed calls by addressing routine inquiries promptly.

Data Ownership Policy

HawkSoft was provided the following statement by Liberate:

We are SOC2 compliant; all data is owned by the client and is not commingled with any other agency or carrier.

According to our Privacy Policy, Liberate will keep Personal Information related to your Account for as long as it is needed to fulfill the purposes for which it was collected, to provide our services, to deal with possible legal claims, to comply with our business interests and/or to abide by all applicable laws. Thereafter, we either delete Personal Information about you or de-identify it. Please note that even if you request the deletion of Personal Information about you, we may be required (by law or otherwise) to retain the Personal Information and not delete it. However, once those requirements are removed, we will delete Personal Information about you in accordance with your request.

HawkSoft has reviewed the resource(s) provided above by Liberate. HawkSoft finds that Liberate supports our general position that an independent insurance agency owns the data they produce.

This should not be interpreted as legal advice provided by HawkSoft. HawkSoft recommends that you carefully review the provided resource(s) from Liberate to make your own informed decisions for your business.