Liberate and HawkSoft Partner to Bring Agentic AI to Insurance Agencies for Smarter Sales, Service, and Retention
HawkSoft has announced a strategic partnership and integration with Liberate, an AI automation provider purpose-built for insurance. Agencies can now use Liberate's Voice AI to automate service, quoting, and call routing. The result: more wins, faster service, and lower retention costs-without adding headcount.
Voice AI Built for Insurance Workflows
Generic call bots struggle with policy context, carrier nuance, and service requests. Liberate is trained on insurance use cases so it handles real client scenarios with clarity. It reduces phone burdens, speeds up quoting, and improves client experience while keeping teams focused on work that moves the needle.
By combining AI, real-time system integrations, and intelligent call routing, Liberate provides a single automation layer for independent agencies, MGAs, and carriers.
What the HawkSoft Integration Delivers
- 24/7/365 inbound call automation in English and Spanish.
- Real-time client identification via HawkSoft data, routing callers to their assigned CSR or producer.
- Works with any phone system-no complex technical setup required.
- Full transcription and logging of calls into HawkSoft for compliance and tracking.
- Shorter hold times and fewer missed calls with instant responses to routine requests.
Why This Matters for Independent Agencies
Front desks stop drowning in billing questions, ID card requests, and simple endorsements. Producers get more time for coverage reviews and risk discovery. Clients get quick answers, consistent follow-through, and a smoother experience end-to-end.
For quoting, Voice AI can intake details in real time and hand off complete, structured data-no more back-and-forth or rekeying. Every conversation is captured and searchable inside HawkSoft.
What Leaders Are Saying
Amrish Singh, cofounder and CEO of Liberate, noted that this partnership helps independent agencies adopt AI faster, adding, "This integration gives agencies a powerful way to find, convert, and retain more clients for less cost."
HawkSoft CMO Rushang Shah shared that the partnership speeds up service at scale. Embedding Voice AI inside the management system lets teams triage quick questions instantly and spend more time on high-touch conversations that uncover risk needs and strengthen relationships.
How to Put This to Work
- List your top 10 inbound call types (billing, ID cards, certs, address changes, FNOL, quote intake).
- Define routing rules by account type, premium size, or assigned CSR/producer in HawkSoft.
- Set success metrics: containment rate, speed-to-answer, scheduled callbacks, and renewal retention.
- Deploy in phases, review transcripts weekly, and refine prompts and flows.
- Train staff on when to escalate and how to use call logs for faster follow-up.
About HawkSoft
Founded in 1995, HawkSoft builds management systems for independent insurance agencies focused on efficient workflows and a great experience for staff and policyholders. Built by independent agents and used by thousands of agencies, HawkSoft maintains a customer-first approach and backs its platform with a simple promise: your investment pays for itself in the first year. Read the company story at hawksoft.com/story.
About Liberate
Liberate offers Voice AI, Email AI, SMS AI, and Digital Intake to automate phone, email, and digital interactions. It's built to sound natural and empathetic, collect quote information, manage service requests, and lift client satisfaction with minimal integration work. Deployed in weeks and customizable to each operation, Liberate helps agencies, MGAs, and carriers address staffing constraints while improving service performance. Learn more at liberateinc.com.
Media Contacts
HawkSoft
Rushang Shah
866-884-4680
405125@email4pr.com
Liberate, Inc.
Amrish Singh
405125@email4pr.com
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