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📣 Announcement

Introducing SAGEiFY

ReinventingTheInsuranceExperiencewith SAGEiFY

Boost efficiency and deliver exceptional service with AI-powered tools designed specifically for insurance agencies and brokers.

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The CHALLENGES

Critical Threats Facing Modern Insurance Agencies

Revenue Drain

One full day per week vanishes as agents hunt through scattered systems for client information — that is 20% of revenue-generating time wasted. Source

Productivity Killer

Insurance professionals lose up to 60% of their day to administrative busywork instead of serving clients and growing business. Source

Client Flight Risk

88% of customers demand personalized insurance service — 66% will switch providers when they do not get it. Source

Expertise Exodus

Half of the US insurance workforce retires by 2028, while new agents need two years to master the role — creating a critical expertise gap. Source Source

Processing Paralysis

65% of insurers see profits hurt by slow manual processes, while AI can slash claims processing from weeks to minutes. Source Source

Security Exposure

Financial services face devastating $5.7M average breach costs, with 85% of incidents triggered by human error. Source

Our Solution

SAGEiFY: Your AI-Powered Insurance Partner

Purpose-built tools for insurance agencies and brokers to streamline operations, enhance client relationships, and drive growth.

Supercharge Agent Productivity

Free up 2 hours daily for your agents with AI automation. Boost managed premiums from $1.2M to $1.6M per agent effortlessly. SAGEiFY handles the routine work so your team can focus on what drives growth: building client relationships.

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AI-Powered Knowledge Transfer

Cut the 2-year learning curve with an AI coach built from your top performers. Every agent gets 24/7 access to agency knowledge and instant guidance, like having your best manager always available.

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Personalized Client Experience

Delight existing clients with proactive, tailored engagement. Win new business through timely, professional outreach. AI-powered insights help you stay ahead of client needs and outpace competition.

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Enterprise Data Protection

Process claims and policies in minutes with smart automation. Your data stays secure with agency-level encryption and automatic sensitive data redaction. Scale your operations with confidence.

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How it works

Just 3 steps to get started

    1. Connect Your Communication Channels

    We have integrated with major VoIP providers and will soon offer direct access through our strategic partner, GoTo. Effortlessly connect your phone provider, email accounts, and PDF documentation to our platform.

    2. Automatically Build Your CRM

    SAGEiFY automatically generates detailed customer profiles from your calls and emails, creating follow-up tasks after every interaction. Quickly gain a complete view of customer history, interactions, and policy details from day one.

    3. Unlock Actionable Insights

    Easily query data with natural language. Our smart-search delivers instant insights, empowering your teams with analytics to boost performance, enhance satisfaction, and drive growth.

Features

AI-Powered Tools for Insurance Excellence

Elevate your insurance operations with intelligent automation, seamless client management, and data-driven insights that drive business growth.

    AI-Powered Smart Search

    Instantly retrieve call summaries, customer interactions, and policy details using natural language, solving data overload for your team.

    Organizational Knowledge Base

    Centralize your documentation and leverage AI to answer complex queries instantly, ensuring your team always has the right answers.

    Live AI Assistant & Coach

    Real-time guidance and smart prompts based on past interactions and knowledge base, speeding up agent training and performance.

    Integrated CRM Platform

    Consolidate calls, emails, messages, and policies into a unified platform, simplifying pipeline management and eliminating scattered workflows.

    Manager Analytics Dashboard

    Track agent performance, optimize sales strategies, and enhance service quality with comprehensive, real-time analytics on team activity and KPIs.

    Custom AI Chatbots

    Deploy tailored AI chatbots to automate repetitive customer data collection tasks, freeing your team to focus on high-value activities.

ALLIANCES

Industry Leaders & Strategic Partners

Partnering with tech and insurance pioneers to revolutionize the future of insurance.

Insurtech UK Logo
Member of Insurtech UK
GoTo Logo
Partnership with GoTo

FAQ

Frequently asked questions

Still have questions? Email us at hello@sageify.co

Blog

Latest Articles

Official Launch of the SAGEiFY Platform

Official Launch of the SAGEiFY Platform

Officially releasing our upgraded platform to kickoff 2025.

Unlocking the Potential of AI in Service Operations

Unlocking the Potential of AI in Service Operations

McKinsey & Co.'s article From Promising to Productive: Real Results from Gen AI in Services explores how AI revolutionizes workflows, freeing up teams to focus on what truly matters: delivering exceptional services.

State of Sales and AI

State of Sales and AI

Discover how Salesforce's latest State of Sales Report (6th Edition) resonates with SAGEiFY's value proposition for sales representatives.

State of Service and AI

State of Service and AI

Discover how Saelsforce's latest State of Service Report (6th Edition) resonates with SAGEiFY's value proposition for customer servicing teams.

Introducing SAGEiFY

Introducing SAGEiFY

Welcome to a new era of AI-powered customer service.

Step Into the Future of Insurance - TODAY

Give Your Team the SAGEiFY Advantage

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