SAGEIFY LTD

Name

SAGEIFY LTD

Legal name

SAGEiFY LTD

Website

https://sageify.co

Company type

Private

Founded year

2024

Operating status

Operating

Headcount range

1–10 employees

Ownership category

akta.pro rank

Product category

Insurance Agency Management Software

NAICS

Software Publishers (513210)

SIC

Services-Prepackaged Software (7372)

akta.pro primary industry

iBPMS (Intelligent BPM Suites) & Process Automation Suites (HDAEAHAG)

akta.pro secondary industries

AI Application Enablement Platforms (Copilot/Agent Frameworks, SDKs) (HDAEANAJ), Industry/Domain Analytics Solutions & Accelerators (BPAEAHAK)

Keywords

• Insurance agency software
• AI call intelligence
• Insurance CRM platform
• Agency workflow automation
• Lead nurturing software

Headquarters

HQ city

London

HQ country

United Kingdom

HQ region

Europe

Offices2 records

Markets served

GTM type

B2B

Offering type

Software

Cost components

Technology or R&D, Personnel, Marketing or Sales, Infrastructure, Operations

Revenue model

1. SaaS Subscription (Per User): Recurring per-user subscription for SAGEiFY Pro at $100/user/month with annual license. Includes AI call search, self-building CRM, drip campaigns, knowledge base, team analytics, and unlimited document storage.
2. Enterprise Custom Pricing: Custom enterprise pricing for multi-branch and club-level deployments with unique requirements. Timeline and budget discussed via sales consultation.
3. Historical Data Onboarding (Professional Services): One-time setup fee for importing historical data including past call recordings, emails, and customer interactions. Includes transcription of historic calls, email processing, and automatic CRM setup. Priced per user: Free (1 month), $120 (3 months), $200 (6 months), $300 (12 months).

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels4 records

Core offering

SAGEiFY provides a unified AI-powered SaaS platform built specifically for insurance agencies. The platform automatically transcribes and summarizes every call, builds and updates customer CRM records, runs drip campaigns for lead nurturing, integrates VoIP/SMS communications, delivers a preloaded insurance knowledge base, provides live AI coaching for agents, and surfaces an agency-wide analytics dashboard. It is sold primarily as a per-seat subscription (SAGEiFY Pro at $100/user/month) with a custom-priced Enterprise tier for multi-branch deployments and an optional one-time historical data onboarding service.

Product overview

SAGEiFY is a unified AI-powered SaaS platform designed specifically for insurance agencies. The platform combines CRM, call intelligence, sales automation, and team coaching into a single integrated system. The core offerings are SAGEiFY Pro (standard tier with comprehensive features) and SAGEiFY Enterprise (for multi-branch deployments), both built on the same underlying platform. Optional historical data onboarding is available as a one-time add-on. Key integrated capabilities include automatic call transcription and summarization, drip campaigns for lead nurturing, a quote comparator tool, integrated VoIP/SMS, a preloaded insurance knowledge base, live AI coaching, and agency-wide analytics dashboard.

Differentiator

Problem solved

Functional benefit

Products and services

• SAGEiFY Pro SAGEiFY Pro is the standard SaaS subscription tier for insurance agencies of all sizes, priced at $100/user/month (annual license, paid monthly). It delivers AI-powered call transcription and summaries, a self-building CRM that auto-generates customer profiles and follow-up tasks, drip campaigns with custom cadence for calls, texts and emails, a quote comparator, a preloaded insurance knowledge base, a live AI coach, a team analytics dashboard, and unlimited document storage, targeted at small to medium-sized teams with comprehensive needs.
• SAGEiFY Enterprise SAGEiFY Enterprise is the custom-priced tier of the SAGEiFY platform for multi-branch and club-level agency deployments with unique requirements. It includes the full SAGEiFY Pro feature set plus tailored scoping, timeline, and budget consultation by the sales team, sold via multi-year contracts and targeted at agency groups that need standardized workflows, centralized data, and consistent customer experience across multiple locations.
• Historical Data Onboarding Historical Data Onboarding is an optional, one-time setup service that imports a new customer's past call recordings, emails, and customer interactions into the SAGEiFY platform, including transcription of historic call recordings, email processing, and automatic CRM setup. It is priced per user on a tiered basis — 1 month free, 3 months at $120/user, 6 months at $200/user, and 12 months at $300/user — and is intended to accelerate time-to-value for new agencies by pre-populating the workspace and CRM foundation.

Quantifiable outcome

• Saves 2+ hours per agent per day through automated call summaries, CRM updates, and follow-up task generation
• +6 more outcomes

Named customers3 records

Segments4 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration1 record

AI capability9 records

Feature10 records

Partnerships

Two partnerships are on record, tiered core.

• Insurtech UKcoreStrategic or Co-development PartnerInsurtech UK is a prominent insurtech organization in the UK. SAGEiFY partners with Insurtech UK as part of their industry leadership and strategic partnership initiatives to revolutionize the future of insurance through technology innovation.
• GoTocoreTechnology or IntegrationGoTo is a leading provider of business communications and collaboration solutions. SAGEiFY integrates with GoTo's phone system, allowing agencies to use their existing GoTo phones without replacement. The partnership enables seamless call logging and transcription within the SAGEiFY platform.

Scale indicators5 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Vertafore: Largest US provider of insurance agency management systems (AMS) and CRM tools. Directly comparable as an insurance-vertical platform serving agencies with workflow automation, though Vertafore is far more established and lacks SAGEiFY's native AI transcription/coaching layer.
• InsuredMine: Insurance-specific CRM, sales, and engagement platform built for insurance agencies and carriers. Closest direct competitor with overlapping AI-driven lead nurturing, drip campaigns, and CRM automation features.
• NowCerts: Insurance CRM and agency management platform focused on automating workflows for independent agents. Comparable as a SaaS platform targeting SMB insurance agencies with workflow automation, though with less emphasis on AI coaching and transcription.
• Applied Systems: Leading insurance agency management software vendor serving agencies and brokerages with workflow and CRM functionality. Comparable as a vertical SaaS incumbent in the same insurance agency buyer segment SAGEiFY targets.
• AgencyBloc: CRM and agency management system purpose-built for insurance agencies, particularly health and life. Direct competitor in vertical SaaS serving agencies with workflow, lead, and policy data management.

Broad incumbents

• Salesforce: Dominant enterprise CRM with Einstein AI and Financial Services Cloud. Comparable as a broad incumbent offering AI-powered CRM, sales automation, and conversation intelligence, with insurance-vertical templates that could substitute for SAGEiFY in larger agencies.
• Pipedrive: Sales CRM with pipeline, automation, and AI features used by SMB service businesses including insurance agencies. Comparable on sales workflow automation and lead nurturing mechanics.
• HubSpot: General-purpose CRM and sales engagement platform increasingly used by insurance agencies. Comparable on the CRM, drip campaign, and AI feature layer, though not insurance-specific and lacks the preloaded policy knowledge base.
• Zoho CRM: Broad CRM and business software suite used by SMB insurance agencies. Comparable on workflow automation, drip campaigns, and AI-assisted features at a price point competitive with SAGEiFY's $100/user/month.

Emerging players

• Gong: AI-powered conversation intelligence and sales coaching platform. Comparable on the call transcription, summarization, and coaching layer that SAGEiFY offers, though Gong targets broader B2B sales teams rather than insurance specifically.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/sageify-ltd

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about SAGEIFY LTD