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Blue Machines

Insurance AI. Keep every policy conversation connected.

Life, health and general insurance — premium reminders, claim status, renewals and cross-sell, with policy context loaded before the first word is spoken.

Explore the workflow ↓

From a renewal question to an informed advisor handoff

A conversation becomes a recorded action across your systems, with context carried through every handoff.

Illustrative journey · Studio process view

From a renewal question to an informed advisor handoff

Emily · Denver · voice conversation

“What does this benefit include before I renew?”

Policy systemVoiceWhatsAppAdvisor CRM

Business goal

Turn a renewal question into an informed next step

  1. 01Renewal question
  2. 02Policy retrieved
  3. 03Guide delivered
  4. 04Advisor handoff
Exception path

Advice or coverage exception → licensed advisor

Evidence in Studio

Policy version, customer question and delivery receipt

Next action

Assign the advisor task with the customer's original question.

Agents in this journey

Explain approved policy content, send the requested guide and arrange an advisor call.

Explore Agents

Licensed staff handle advice, coverage exceptions and underwriting. Renewal is confirmed only after the insurer records it. Product scope and integrations are configured for each engagement.

Published customer story

Aditya Birla Capital · India

Voice AI across financial services

A six-week rollout connecting customer outreach and servicing across mutual funds, health insurance and housing finance.

Published May 15, 2026

Read case study →

Renewal assistance

An illustrative implementation: connect the source records, define permitted actions, and make the next step visible to the team.

  1. 01

    Renewal question

    Capture the renewal question and verify which policy the customer is discussing.

  2. 02

    Policy retrieved

    Retrieve the applicable policy version and approved benefit information.

  3. 03

    Guide delivered

    Send the requested benefit guide and record delivery against the policy-service task.

  4. 04

    Advisor handoff

    Give the advisor the original question, relevant policy context and agreed callback time.

Build around the work your team already does.

Insurance

Policy renewal campaignsClaim status updatesPremium payment remindersCashless pre-authorizationQuote follow-up

Make the handoff as clear as the action.

Licensed staff handle advice, coverage exceptions and underwriting. Renewal is confirmed only after the insurer records it.

Connect the systems of record

Policy system · Voice · WhatsApp · Advisor CRM

Measure the process

Guide delivery · Advisor handoff completion · Unresolved policy questions

Agree a baseline, review exceptions, and approve workflow changes before rollout.

Set the deployment boundary

Agree model access, retention and action permissions for the workflow. Hosted, private-cloud and on-premises options are scoped to your requirements.

See AI at work in insurance.

Recorded demonstrationUS · Insurance

Cart recovery for a US life insurer

When a prospect abandons an application, an AI agent calls back within minutes — resuming exactly where they left off, answering coverage questions, estimating premiums live, and warm-transferring ready-to-buy prospects to licensed agents to close.

Context memoryPremium calculatorObjection handling

Bring us one process. We’ll run it.

Start with a insurance workflow, your source systems and a clear outcome.