Liberate and HawkSoft Launch Insurance Voice AI Automation
Liberate and HawkSoft join forces to bring insurance‑native voice AI automation—streamlining customer service and quoting for improved efficiency.
Overview
Liberate, a specialist in AI automation for the insurance industry, has partnered with agency management system provider HawkSoft to introduce voice AI capabilities tailored specifically for insurance agencies. This strategic collaboration aims to boost operational efficiency by automating customer service, quote generation, and call routing within insurance workflows.
Unlike generic voice bots, Liberate’s AI is designed for insurance operations, enabling agencies to handle higher call volumes, streamline quoting processes, and improve client interactions—all without hiring additional staff. The technology integrates real-time data from agency software and manages calls for independent agencies, managing general agents (MGAs), and insurance carriers.
How It Works
The voice AI is embedded into the agency’s existing workflows through HawkSoft, allowing routine customer interactions to be handled automatically. Real-time data from HawkSoft informs caller identification, routing, and service responses, while staff are freed to focus on complex, relationship-driven tasks.
Key Features
- Always-available automated phone services in English and Spanish.
- Smart identification and routing of clients to assigned representatives using HawkSoft data.
- Works with any existing phone system—no technical changes required.
- Every phone conversation is transcribed and logged directly into HawkSoft records.
- Instantly addresses common inquiries to reduce missed calls and accelerate service.
- Automates customer service, quote generation, and call routing across insurance workflows.
Benefits for Insurance Agencies
- Handle higher call volumes without additional headcount.
- Streamline quoting to improve speed-to-bind and client experience.
- Elevate staff productivity by offloading routine calls to AI.
- Maintain complete call records to support compliance and service follow-up.
Executive Perspectives
Liberate’s CEO and co-founder, Amrish Singh, highlighted the mission to help independent agencies embrace AI, noting that the HawkSoft partnership helps agencies attract, convert, and retain more clients efficiently. The system allows routine customer interactions to be managed automatically through HawkSoft’s management software, freeing up staff to handle more complex, relationship-driven tasks.
Rushang Shah, HawkSoft’s Chief Marketing Officer, commented that embedding Liberate’s voice AI enhances an agency’s ability to efficiently answer quick questions, while enabling staff to focus on detailed conversations, risk assessment, and strengthening client relationships.
About the Companies
HawkSoft
Founded in 1995, HawkSoft specializes in workflow-optimized management systems for independent insurance agencies.
Liberate
Liberate provides a suite of communication automation products—including voice, email, SMS AI, and digital intake solutions—that can be deployed promptly to streamline both phone and digital interactions and assist with quoting and customer service.
