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Integrations Overview

Connect Liberate with your existing insurance systems for seamless automation.

Seamless Integration with Your Tech Stack

Liberate integrates readily with the key systems widely adopted in the insurance industry. Our platform sits on top of your existing software—no need to rip and replace your current tech stack. Integration is quick and flexible with our low-code/no-code setup. Make changes with minimal IT support while APIs ensure smooth data flow between systems. This allows you to automate processes fast without disrupting your current setup.
Speed to ROI: Most standard integrations are completed in 2-4 weeks. Liberate’s affordable and customizable AI solutions typically deploy in weeks with almost no integration overhead.

Pre-Built Integrations

Liberate provides custom and ready-to-use integrations for insurance organizations, working with popular systems. Custom integrations can be tailored to fit specific needs, while out-of-the-box options offer quick deployment for commonly used systems.

Agency Management Systems

Connect with leading agency management systems for real-time policy and customer data sync.

Vertafore

AMS360 & Sagitta Integration
  • Real-time policy data lookup during calls
  • Automatic activity logging for all interactions
  • Customer record sync and updates
  • Document retrieval and attachment

Applied Epic

Bi-directional Epic Integration
  • Policy and customer data access
  • Activity and note creation
  • Workflow triggers and automation
  • Real-time data synchronization

EZLynx

Full EZLynx Connectivity
  • Rating and quote data integration
  • Customer management sync
  • Policy information retrieval
  • Cross-product data flow

TurboRater

Comparative Rating Integration
  • Quote data retrieval
  • Rate comparison access
  • Customer information sync
  • Workflow automation triggers

Core Policy & Claims Systems

Deep integration with enterprise policy administration and claims platforms used by carriers.

Guidewire

ClaimCenter, PolicyCenter & BillingCenter
  • End-to-end claims automation
  • Policy lookup and verification
  • Billing inquiries and payments
  • Real-time data transfers

Duck Creek

Policy, Billing & Claims Modules
  • Cloud-native integration
  • Policy administration connectivity
  • Claims workflow automation
  • Billing system sync

Insuresoft

Diamond Platform Integration
  • Policy and claims workflows
  • Customer data synchronization
  • Automated process triggers
  • Real-time status updates

Claims Management & Analytics

Connect with claims management platforms and data analytics providers for enhanced decision-making.

Snapsheet

Virtual Claims & Photo AppraisalIntegrate with Snapsheet for claims photo capture, virtual appraisals, and streamlined auto claims processing.

Five Sigma

AI-Native Claims Platform & Clive™Strategic partnership delivering fully automated end-to-end claims experience from FNOL through resolution. Includes integration with Clive™, the industry’s first AI Claims Adjuster.
  • 24/7 multilingual claim filing
  • Zero hold times
  • AI-enhanced claims orchestration
  • Automatic triage and document processing

CRM & Communication

Sync customer data and communications across your organization.

Salesforce

Full CRM Integration
  • Customer 360 views during calls
  • Automatic activity tracking
  • Lead and opportunity updates
  • Case creation and management

Microsoft Outlook

Email Integration
  • Automated correspondence logging
  • Email-based workflow triggers
  • Calendar and scheduling sync
  • Document attachment handling

How Integrations Work

Architecture Overview

Liberate’s integration layer connects your AI agents directly to your existing systems, enabling real-time data exchange without replacing your current infrastructure.

Real-Time Capabilities

Liberate handles real-time data transfers across regulated systems, enabling:

Integration Methods

Pre-Built Connectors

Ready-to-use integrations for commonly used insurance systems. Pre-configured and tested for quick deployment without custom development.

REST APIs

Comprehensive API access for custom integrations. Full documentation and developer support available.

Webhooks

Real-time event notifications for system-to-system communication. Configure triggers for specific events and actions.

Custom Development

Tailored integrations for unique systems or requirements. Our team works with you to build exactly what you need.

Implementation Process

Timeline

Typical Timeline: 2-4 weeks for standard integrations. Complex custom integrations may require additional time based on scope.

What You’ll Need

1

API Credentials

Provide API keys or OAuth credentials for your systems. Our team will guide you through the access requirements for each platform.
2

System Documentation

Share any available API documentation or integration guides for your specific system version.
3

Data Mapping Requirements

Define which data fields should sync between Liberate and your systems, including any custom fields.
4

Workflow Requirements

Outline the specific workflows you want to automate—FNOL intake, policy servicing, payment processing, etc.

Security & Compliance

All integrations maintain the same security standards as the core Liberate platform:

SOC 2 Type II

Certified data handling and security controls

HIPAA

Compliant for health insurance and benefits data

PCI DSS

Certified for payment card data handling

GDPR

Compliant with EU data protection requirements
Security Features:
  • Encrypted data in transit (TLS 1.3) and at rest (AES-256)
  • Role-based access controls
  • Full audit logging for all data access
  • Regular security assessments and penetration testing
Learn more about security →

Results from Integrated Customers

Customers using Liberate’s integrations see significant improvements in operational efficiency:

+40%

New business and support calls answered after 3 months

80%

Resolution rate without human agent interaction

75%

Digital FNOL implementation handled by Liberate with minimal customer involvement
“Liberate saved us a lot of time because they already understand insurance processes – in fact, they’ve been able to handle 75% of our digital FNOL implementation with very little involvement from us.” — Nick Brierly, Chief Operating Officer, Indigo Insurance

Getting Started

1

Contact Your Account Team

Discuss your integration requirements and current tech stack with your Liberate account manager.
2

Technical Discovery

Our integration team will assess your systems and create a detailed implementation plan.
3

Configuration & Testing

We’ll configure the integrations and work with your team to validate everything works correctly.
4

Go Live

Deploy to production with full monitoring and support from the Liberate team.

Need a Custom Integration?

If you don’t see your system listed, we can build a custom integration. Check out our API documentation or contact your account team to discuss options.

Integration Guides

Detailed setup guides for each integration:

Guidewire Setup

ClaimCenter, PolicyCenter, BillingCenter configuration

Duck Creek Setup

Policy, Billing, Claims module integration

Vertafore Setup

AMS360, Sagitta, TransactNOW configuration

Applied Epic Setup

Epic integration and data sync

Five Sigma Setup

Clive™ and CMS platform integration

API Reference

Build custom integrations with our REST APIs