Deep product knowledge
Fully understands all insurance products and policy details.
Insurance
AI Workforce for Insurance Service and Operations
Support insurance teams with connected knowledge, customer conversations and workflow assistance across the policyholder journey.
- Customer
I want to understand my policy options.
- Voice Agent
I’ll check the approved coverage details and guide you through the next step.
- System Action
Policy context and eligibility checked for a consistent response.
- Voice Agent
I can arrange a follow-up with the right insurance team.
AI across the policyholder journey
See how AI agents support customer engagement, onboarding, service and renewals.
Engage prospective policyholders
Reach more prospects with consistent conversations across high-volume campaigns.
Why it matters
Manual outbound campaigns are costly to scale and difficult to optimise consistently.
What this agent does
Runs repeatable outbound conversations and captures intent for follow-up.
- Calls prospects at scale
- Answers common product questions
- Qualifies interest and next steps
- Routes qualified opportunities to teams
Welcome new policyholders
Guide new policyholders through onboarding with timely, consistent follow-up.
Why it matters
Peak volumes and repetitive calls delay first contact and raise operating costs.
What this agent does
Contacts new policyholders, answers routine questions and coordinates follow-up.
- Starts onboarding calls promptly
- Explains approved next steps
- Sends reminders and follow-ups
- Escalates exceptions to teams
- >90%
- reduction in onboarding labor costs
- 24/7
- new-policyholder contact availability
Answer policy questions with trusted knowledge
Give customers and service teams clear answers from approved product information.
Why it matters
Complex policies and changing information make manual research slow and inconsistent.
What this agent does
Retrieves approved policy information and supports consistent answers across digital channels.
- Grounds answers in approved knowledge
- Finds relevant policy details faster
- Supports web and WhatsApp journeys
- Hands complex cases to human teams
- 2 hours to 5 min
- response time
- 50%+
- night-time resolution
Keep renewals moving
Reach policyholders at the right time, capture intent and organise follow-up.
Why it matters
High volumes and low response rates make renewal outreach difficult to prioritise.
What this agent does
Runs proactive renewal conversations and records clear next steps for teams.
- Sends timely renewal reminders
- Captures renewal intent
- Personalises follow-up by response
- Escalates high-value or complex cases
Across every workflowApproved knowledge, defined escalation and human review.
The capabilities behind every conversation
Advanced reasoning
Supports complex, multi-layered customer inquiries with relevant policy context.
Natural conversations
Engages customers in smooth, human-like interactions.
Sales intelligence
Strategically drives conversions through data-driven dialogue.
Consistent & reliable performance
Supports more consistent responses and defined escalation across channels.
Continuous optimization
Continuously monitored and refined to maximize efficiency and ROI.
CUSTOMER RESULTS
How teams put AI to work in insurance.
80% Lower Labour Cost: How Lifenet Modernized Renewal Outreach with Japanese Voice Agent
10%connection rate100%daily completion rate80%reduction in labour cost
Lifenet uses localised Japanese Voice Agent for policy-renewal outreach, combining natural speech, intent understanding and structured follow-up.