Quote to policy
Guide customers through quotes, riders, and document collection.
- Quote comparisons
- Proposal doc capture
- Policy issuance updates
Industry blueprint
Insurance
Quotes to servicing to renewals to FNOL to claims
AI agents that support policy and claims journeys with consistent scripts and compliant documentation.
Designed for real workflows
Multi-step conversations, authenticated actions, audit logs, and human handoff across critical moments.
Handoff
QA review
Audit logs
SLAs
Common deployments
Start with the highest-impact agents and expand across the lifecycle.
Typical workflows
Real-world sequences where AI agents orchestrate actions, data, and handoffs.
Servicing and renewals
Self-serve servicing, endorsements, and renewal nudges.
- Endorsements and nominee changes
- Premium schedule reminders
- Renewal payment links
Claims and FNOL
Streamlined FNOL intake with compliant documentation.
- Photo/doc collection
- Survey scheduling
- Claim status updates
Industry challenges
What slows teams down today, and where experience breaks.
FNOL capture is slow and incomplete across channels.
Policy servicing queues create long resolution times.
Renewal outreach lacks personalization and timing.
How HumPum AI solves it
Bespoke, turnkey deployments built around your stack, policies, and SLA targets.
Scripted compliance flows
Standardize underwriting, servicing, and claims scripts with audit trails.
Claims-ready integrations
Connect policy admin, claims systems, and payment links.
Renewal automation
Automate reminders and capture renewals with real-time visibility.
Inbound Policy Servicing Agent
Endorsements, nominee updates, policy docs, premium schedule.
Claims FNOL Agent
Intake, photo/doc collection, survey scheduling, claim tracking.
Renewals & Persistency Agent
Renewal reminders, payment links, lapse prevention, rider guidance.
Agent/Broker Assist Agent
Proposal status, underwriting requirements, commission queries.
Quote & Pricing Agent
Quote generation, rider options, premium comparisons, follow-up nudges.
Claims Status Update Agent
Status tracking, document reminders, survey scheduling updates.
Premium Payment Reminder Agent
Due reminders, payment links, lapse prevention messaging.
Policy Document Dispatch Agent
Policy kit delivery, endorsements summary, certificate downloads.
Integrations (typical): Policy admin system, claims system, CRM, TPA workflows, payment links, knowledge base.
Channels
Voice, WhatsApp, Web chat, Email (and Teams/Slack where applicable).
Controls
Role-based access, configurable scripts, PII safeguards, live supervision.
Measurement
AHT, FCR, CSAT/NPS, conversion rate, TAT, ticket deflection, PTP rate.
Deploy an AI-supervised agent for your highest-volume workflow.
We consult, design, build, and manage the agent end-to-end.