Built by Insurance Agencies for Insurance Agencies

the modern platform that runs your agency's follow-up, CRM, and coaching — automatically

Unify your communication channels. Every call becomes a summary, a customer record, and a follow-up task — without anyone typing a thing.

Book a 30-Minute Demo

Outcomes

Three outcomes. Measured, not promised.

SAGEiFY does the routine work so your team focuses on what grows the book.

+2 hrs

Per agent, per day

Call summaries, CRM updates, and follow-up tasks generate themselves after every interaction.

Leads lost after "not now"

Drip campaigns automatically work every online lead that stalls — until they convert.

24/7

Your best manager, always on

An AI coach built from your top performers cuts the 2-year agent learning curve.

How it works

Up and running in 3 steps

1. Connect your channels

We plug into the phones and email you already use. Nothing to rip out, nothing new to learn.

2. Your CRM builds itself

Customer profiles, interaction history, and follow-up tasks are generated from every call and email — historical data imported, first month free.

3. Ask anything, act faster

Natural-language search across every call and document. One click from an incoming call to the client's full record — and straight into the policy.

Features

The features doing the work.

Campaigns

Customised to your sales strategy: you choose the cadence — calls, texts and emails — for reaching every prospect, and SAGEiFY keeps it running.

Automatic lead intake

Leads from your providers flow straight into SAGEiFY the moment they're sent — your team is on the phone seconds after the lead comes through.

Quote Comparator

Drag and drop a competitor's quote and instantly see where yours has the edge — coverage, limits, exclusions and price, broken down side by side.

Integrated VoIP & SMS

Call and text customers directly from the platform — every conversation logged automatically, without ever swapping tabs.

Complete interaction history

Every customer touchpoint in one record: emails, phone transcripts, internal notes, contact details and addresses. Open an account and know everything instantly.

Preloaded knowledge base

Carrier and state-specific policy documentation built in from day one — and extendable to any information you want at your staff's fingertips.

Call intelligence

Every call transcribed and summarized automatically, with suggested actions so the follow-up is already mapped out before the handset is down.

Account AI

Query an entire account in one question — every call, note, policy and email, answered in seconds.

Visibility over your whole agency

See who converts better on different products, how calls are being handled, and whether customers are happy — all from one dashboard.

Customers

AAA agencies on SAGEiFY

“Clients aren't getting lost, service work is completed quickly and accurately, and our whole operation runs more smoothly because of it.”
Noah Watkins — AAA Watkins Agency, Michigan

“The drip campaigns stay on top of every online lead… we're seeing way more of those leads eventually turn into clients. I can't imagine how we ever survived without it.”
Michael Rainer — Patrick Bevan Agency, MN

“For an agency trying to scale, build better systems, and create consistency across the team, SAGEiFY has been a genuinely valuable partner.”
Hamze Awad — Awad Agency, MI

Agency-level encryption

Automatic sensitive-data redaction

Works with your existing phone system (GoTo partner)

30-day implementation plan, named milestones

ALLIANCES

Industry Leaders & Strategic Partners

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

Pricing

Simple, transparent pricing

Popular

SAGEiFY Pro

$100/user/month

annual license, paid monthly

AI call search & summaries
Self-building CRM & auto task generation
Drip campaigns & quotes tracker
Knowledge base & live AI coach
Team analytics dashboard
Unlimited document storage

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 multi-branch and club-level deployments with unique requirements

Optional one-time historical data onboarding — first month of history imported free. Enterprise plans for multi-branch and club-level deployments.

FAQ

Frequently asked questions

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

Book a Demo

See SAGEiFY on your agency's own workflows

30 minutes. Your phone system, your scenarios, your questions.

Book a Demo

Built by Insurance Agencies for Insurance Agencies

the modern platform that runs your agency's follow-up, CRM, and coaching — automatically

Unify your communication channels. Every call becomes a summary, a customer record, and a follow-up task — without anyone typing a thing.

Book a 30-Minute Demo

Outcomes

Three outcomes. Measured, not promised.

SAGEiFY does the routine work so your team focuses on what grows the book.

+2 hrs

Per agent, per day

Call summaries, CRM updates, and follow-up tasks generate themselves after every interaction.

Leads lost after "not now"

Drip campaigns automatically work every online lead that stalls — until they convert.

24/7

Your best manager, always on

An AI coach built from your top performers cuts the 2-year agent learning curve.

How it works

Up and running in 3 steps

1. Connect your channels

We plug into the phones and email you already use. Nothing to rip out, nothing new to learn.

2. Your CRM builds itself

Customer profiles, interaction history, and follow-up tasks are generated from every call and email — historical data imported, first month free.

3. Ask anything, act faster

Natural-language search across every call and document. One click from an incoming call to the client's full record — and straight into the policy.

Features

The features doing the work.

Campaigns

Customised to your sales strategy: you choose the cadence — calls, texts and emails — for reaching every prospect, and SAGEiFY keeps it running.

Automatic lead intake

Leads from your providers flow straight into SAGEiFY the moment they're sent — your team is on the phone seconds after the lead comes through.

Quote Comparator

Drag and drop a competitor's quote and instantly see where yours has the edge — coverage, limits, exclusions and price, broken down side by side.

Integrated VoIP & SMS

Call and text customers directly from the platform — every conversation logged automatically, without ever swapping tabs.

Complete interaction history

Every customer touchpoint in one record: emails, phone transcripts, internal notes, contact details and addresses. Open an account and know everything instantly.

Preloaded knowledge base

Carrier and state-specific policy documentation built in from day one — and extendable to any information you want at your staff's fingertips.

Call intelligence

Every call transcribed and summarized automatically, with suggested actions so the follow-up is already mapped out before the handset is down.

Account AI

Query an entire account in one question — every call, note, policy and email, answered in seconds.

Visibility over your whole agency

See who converts better on different products, how calls are being handled, and whether customers are happy — all from one dashboard.

Customers

AAA agencies on SAGEiFY

“Clients aren't getting lost, service work is completed quickly and accurately, and our whole operation runs more smoothly because of it.”
Noah Watkins — AAA Watkins Agency, Michigan

“The drip campaigns stay on top of every online lead… we're seeing way more of those leads eventually turn into clients. I can't imagine how we ever survived without it.”
Michael Rainer — Patrick Bevan Agency, MN

“For an agency trying to scale, build better systems, and create consistency across the team, SAGEiFY has been a genuinely valuable partner.”
Hamze Awad — Awad Agency, MI

Agency-level encryption

Automatic sensitive-data redaction

Works with your existing phone system (GoTo partner)

30-day implementation plan, named milestones

ALLIANCES

Industry Leaders & Strategic Partners

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

Pricing

Simple, transparent pricing

Popular

SAGEiFY Pro

$100/user/month

annual license, paid monthly

AI call search & summaries
Self-building CRM & auto task generation
Drip campaigns & quotes tracker
Knowledge base & live AI coach
Team analytics dashboard
Unlimited document storage

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 multi-branch and club-level deployments with unique requirements

Optional one-time historical data onboarding — first month of history imported free. Enterprise plans for multi-branch and club-level deployments.

FAQ

Frequently asked questions

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

Book a Demo

See SAGEiFY on your agency's own workflows

30 minutes. Your phone system, your scenarios, your questions.

Book a Demo

the modern platform that runs your agency's follow-up, CRM, and coaching — automatically

Outcomes

Three outcomes. Measured, not promised.

Per agent, per day

Leads lost after "not now"

Your best manager, always on

How it works

Up and running in 3 steps

1. Connect your channels

We plug into the phones and email you already use. Nothing to rip out, nothing new to learn.

2. Your CRM builds itself

Customer profiles, interaction history, and follow-up tasks are generated from every call and email — historical data imported, first month free.

3. Ask anything, act faster

Natural-language search across every call and document. One click from an incoming call to the client's full record — and straight into the policy.

1. Connect your channels

2. Your CRM builds itself

3. Ask anything, act faster

Features

The features doing the work.

CampaignsCustomised to your sales strategy: you choose the cadence — calls, texts and emails — for reaching every prospect, and SAGEiFY keeps it running.

Automatic lead intakeLeads from your providers flow straight into SAGEiFY the moment they're sent — your team is on the phone seconds after the lead comes through.

Quote ComparatorDrag and drop a competitor's quote and instantly see where yours has the edge — coverage, limits, exclusions and price, broken down side by side.

Integrated VoIP & SMSCall and text customers directly from the platform — every conversation logged automatically, without ever swapping tabs.

Complete interaction historyEvery customer touchpoint in one record: emails, phone transcripts, internal notes, contact details and addresses. Open an account and know everything instantly.

Preloaded knowledge baseCarrier and state-specific policy documentation built in from day one — and extendable to any information you want at your staff's fingertips.

Call intelligenceEvery call transcribed and summarized automatically, with suggested actions so the follow-up is already mapped out before the handset is down.

Account AIQuery an entire account in one question — every call, note, policy and email, answered in seconds.

Visibility over your whole agencySee who converts better on different products, how calls are being handled, and whether customers are happy — all from one dashboard.

Campaigns

Automatic lead intake

Quote Comparator

Integrated VoIP & SMS

Complete interaction history

Preloaded knowledge base

Call intelligence

Account AI

Visibility over your whole agency

Customers

AAA agencies on SAGEiFY

ALLIANCES

Industry Leaders & Strategic Partners

Pricing

Simple, transparent pricing

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

Book a Demo

See SAGEiFY on your agency's own workflows

the modern platform that runs your agency's follow-up, CRM, and coaching — automatically

Outcomes

Three outcomes. Measured, not promised.

Per agent, per day

Leads lost after "not now"

Your best manager, always on

How it works

Up and running in 3 steps

1. Connect your channels

We plug into the phones and email you already use. Nothing to rip out, nothing new to learn.

2. Your CRM builds itself

Customer profiles, interaction history, and follow-up tasks are generated from every call and email — historical data imported, first month free.

3. Ask anything, act faster

Natural-language search across every call and document. One click from an incoming call to the client's full record — and straight into the policy.

1. Connect your channels

2. Your CRM builds itself

3. Ask anything, act faster

Features

The features doing the work.