ReinventingTheInsuranceExperience

Reclaim 2 hours a day per agent, grow premiums 30%Unlock the power of SAGEiFY today.

OUR SOLUTION

Transforming Insurance Agencies for the Digital Age

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.

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.

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.

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.

How it works

Just 3 steps to get started

1. Connect Your Communication Channels

We take your existing communication channels and create structured data from your interactions with customers.

2. We 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. You 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.

Pricing

Choose the plan that's right for you

Popular

SAGEiFY Pro

$75/user/month

annual license, paid monthly

Unlimited User Seats
Unlimited Document Storage
Real-time Data Sync
AI-Powered Call Search
Organization Knowledge Base
Built-in CRM
Auto Tasks Generation
Quotes Tracker
Team Analytics and Dashboard

Perfect for small to medium sized teams with comprehensive needs

SAGEiFY Enterprise

Let's organize a call to discuss your needs
We will provide a timeline and budget

For large-scale operations with unique requirements

Optional: One-Time Data Onboarding

Jumpstart your SAGEiFY experience by importing your historical data including past call recordings, emails, and customer interactions. We will pre-populate your workspace and CRM foundation so your team starts with full context and insights from day one.This is an optional one-time setup fee per user.

Includes transcription of historic call recordings, email processing, and automatic CRM setup:

1 Month

Free

3 Months

$120/user

Popular

6 Months

$200/user

12 Months

$300/user

FAQ

Frequently asked questions

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

Step Into the Future of Insurance - TODAY

Boost Your Service and Sales with SAGEiFY Today

Book a Demo

ReinventingTheInsuranceExperience

Reclaim 2 hours a day per agent, grow premiums 30%Unlock the power of SAGEiFY today.

Book a Demo

OUR SOLUTION

Transforming Insurance Agencies for the Digital Age

Supercharge Agent Productivity

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.

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.

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.

How it works

Just 3 steps to get started

1. Connect Your Communication Channels

We take your existing communication channels and create structured data from your interactions with customers.

2. We Automatically Build Your CRM

3. You 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.

Pricing

Choose the plan that's right for you

Popular

SAGEiFY Pro

$75/user/month

annual license, paid monthly

Unlimited User Seats
Unlimited Document Storage
Real-time Data Sync
AI-Powered Call Search
Organization Knowledge Base
Built-in CRM
Auto Tasks Generation
Quotes Tracker
Team Analytics and Dashboard

Perfect for small to medium sized teams with comprehensive needs

SAGEiFY Enterprise

Let's organize a call to discuss your needs
We will provide a timeline and budget

For large-scale operations with unique requirements

Optional: One-Time Data Onboarding

Includes transcription of historic call recordings, email processing, and automatic CRM setup:

1 Month

Free

3 Months

$120/user

Popular

6 Months

$200/user

12 Months

$300/user

FAQ

Frequently asked questions

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

Step Into the Future of Insurance - TODAY

Boost Your Service and Sales with SAGEiFY Today

Book a Demo

ReinventingTheInsuranceExperience

OUR SOLUTION

Transforming Insurance Agencies for the Digital Age

Supercharge Agent Productivity

AI-Powered Knowledge Transfer

Personalized Client Experience

Enterprise Data Protection

How it works

Just 3 steps to get started

1. Connect Your Communication Channels

We take your existing communication channels and create structured data from your interactions with customers.

2. We 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. You 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.

1. Connect Your Communication Channels

2. We Automatically Build Your CRM

3. You Unlock Actionable Insights

Features

AI-Powered Tools for Insurance Excellence

AI-Powered Smart SearchInstantly retrieve call summaries, customer interactions, and policy details using natural language, solving data overload for your team.

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

Live AI Assistant & CoachReal-time guidance and smart prompts based on past interactions and knowledge base, speeding up agent training and performance.

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

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

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

AI-Powered Smart Search

Organizational Knowledge Base

Live AI Assistant & Coach

Integrated CRM Platform

Manager Analytics Dashboard

Custom AI Chatbots

ALLIANCES

Industry Leaders & Strategic Partners

Pricing

Choose the plan that's right for you

Optional: One-Time Data Onboarding

1 Month

3 Months

6 Months

12 Months

FAQ

Frequently asked questions

How can I leverage AI within my insurance agency?

Can SAGEiFY be used as a CRM for insurance agencies?

What is SAGEiFY?

How does AI improve customer service in the insurance industry?

Can SAGEiFY integrate with our existing phone and email systems?

How secure is my organization's data with SAGEiFY?

What makes SAGEiFY different from general-purpose AI tools for insurance agencies?

How quickly can my insurance agency implement and see results from SAGEiFY?

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

Step Into the Future of Insurance - TODAY

Boost Your Service and Sales with SAGEiFY Today

ReinventingTheInsuranceExperience

OUR SOLUTION

Transforming Insurance Agencies for the Digital Age

Supercharge Agent Productivity

AI-Powered Knowledge Transfer

Personalized Client Experience

Enterprise Data Protection

How it works

Just 3 steps to get started

1. Connect Your Communication Channels

We take your existing communication channels and create structured data from your interactions with customers.

2. We 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. You 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.

1. Connect Your Communication Channels

2. We Automatically Build Your CRM

3. You Unlock Actionable Insights

Features

AI-Powered Tools for Insurance Excellence

AI-Powered Smart SearchInstantly retrieve call summaries, customer interactions, and policy details using natural language, solving data overload for your team.

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

Live AI Assistant & CoachReal-time guidance and smart prompts based on past interactions and knowledge base, speeding up agent training and performance.

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

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

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