HawkSoft, an agency management tech, locked in a partnership with Liberate, an AI outfit building voice driven tools built solely for the insurance world.
The goal feels simple on paper but big in practice. Agencies want automation that doesn’t break their workflows, and this tie up aims to push them there fast.
The collaboration brings Liberate’s Voice AI straight inside HawkSoft’s management system. Agencies get automated service, quoting, and call routing without juggling extra platforms. More closed business, faster support, fewer operational drains. That’s the pitch, and honestly, it tracks with what the market keeps asking for.
Since 1995, HawkSoft is a leader in management systems for agencies that want effective workflows and a delightful experience for staff and policyholders.
We take pride in being independently owned and answerable to agencies that rely on our system to power their insurance business.
Created by independent agents, HawkSoft continues to evolve as a cutting-edge system that powers thousands of agencies.
Rushang Shah, HawkSoft’s CMO, said the partnership speeds up how independent agencies deliver service at scale. Embedding Voice AI lets agencies offload quick questions instantly while teams focus on deeper conversations that uncover risk, build relationships, and improve the client experience from one end of the process to the other.
HawkSoft’s system already acts as the operational core for many independent agencies, handling client data, workflows, service tasks, and documentation.
The new integration keeps Liberate’s AI woven into that daily flow instead of bolted on awkwardly.
Agencies can now automate a big chunk of front line interactions. They get 24/7 call automation in English and Spanish, real time client identification pulled from HawkSoft data, and smart routing to the right CSR or producer. The setup works across phone systems, no fancy hardware or complicated build required.
The platform logs and transcribes calls directly into HawkSoft to support compliance and oversight.
That reduces missed calls and long hold times, and gives teams time back for the conversations that actually matter. Routine queries get handled fast. People focus on higher value work.
Liberate cofounder and CEO Amrish Singh said the team stays locked on helping independent agencies adopt AI. Working with HawkSoft pushes that mission forward.
He said the integration helps agencies find, convert, and keep more clients at a lower cost, which is the kind of blunt value agencies keep chasing.
