Official Launch of the SAGEiFY Platform

Introduction

We are thrilled to announce the official launch of our new SAGEiFY platform to insurance intermediaries! After months of dedicated work and invaluable feedback from pilot users and industry experts, our Minimum Viable Product (MVP) has evolved into a fully-fledged application. The result? A one-stop solution for insurance professionals designed to enhance productivity, efficiency, and service quality.

What We Are Shipping

Here’s what our new platform brings to the table:

Dashboard Overview Get a quick look at your recent customer interactions, and keep an eye on where you spend most of your time.
Document Search Ask detailed questions about your agency documentation and get explicitly sourced answers to support your staff and build confidence in their responses.
Smart Search Filter customer interactions and query them via natural language: summarize calls, list action items, draft follow-up emails, and ask for feedback.
Manager Area Manage your team, upload organization documents and resources, provide feedback to internal queries raised by your staff, monitor your agency’s performance on various KPIs, and much more.

Turning Feedback into Progress

To make these features a reality, we’ve worked tirelessly to enhance the foundations of our platform. Over the December holidays, we focused our efforts on refining every detail to kickstart 2025 with a robust, user-friendly application. Here’s what we’ve improved:

Seamless Data Onboarding: Ensuring a smooth transition for new agencies with straightforward and secure data integration, including dedicated VOIP integrations.
Modern UI/UX: Delivering a clean, intuitive interface to simplify workflows and enhance user experience.
Optimized Workflow Support: Facilitating day-to-day operations with smart features that streamline call processing.
Continuous Processing: Automating ongoing tasks to keep your organization running efficiently without interruption.

We expect to save countless hours and boost growth through enhanced operational efficiency and customer satisfaction.

But We Are Not Stopping Here! Exciting Developments are on the Horizon

Our commitment to innovation doesn’t stop here. We are dedicated to expanding our AI capabilities, exploring new integrations, and introducing even more features to help agencies stay ahead in an ever-evolving industry. We’re excited to share a glimpse of what’s coming in the first half of 2025:

Fully Integrated CRM Module Imagine a centralized hub where emails, calls, claims, and customer interactions seamlessly converge. Our upcoming CRM module will empower insurance agencies to unify their workflows on a single platform. Agencies can start populating the system by uploading a simple Excel file with their customer information and let SAGEiFY handle the heavy lifting of matching emails, calls, and interactions to the relevant customers!
Live Assistant Our Live Assistant feature will provide real-time support during calls and interactions, offering prompts and answers to guide conversations in real-time. Whether it’s coaching inexperienced staff or ensuring consistency across your team, the Live Assistant tackles one of the industry’s toughest challenges: high staff turnover. Now, every agent can operate with confidence, backed by a Co-Pilot that leverages years of organizational knowledge and best practices.

Looking Ahead

2025 is shaping up to be an exciting year for SAGEiFY and our users. Our mission remains clear: to be part of the industry transformation by proposing innovative tools that save time, improve staff professionalism, and elevate the quality of service. Stay tuned for more updates on our latest feature rollouts, AI enhancements, and integration capabilities as we continue to build actionable and impactful solutions.