BlueHive HUM
Industries

AI phone agents for insurance agencies

Producers should be selling, not answering “can you resend my ID card?” HUM handles service calls, runs structured quote intake, captures first notice of loss with urgency, and works your renewal book by phone and text.

Service calls are eating your sales day

Independent agencies run on renewals and referrals — but the phone mixes million-dollar moments with routine requests.

Quote requests need speed

A prospect shopping coverage is on their third quote by lunch. Slow callbacks lose the ones your marketing already paid for.

Routine service buries the team

ID cards, certificates, billing questions, payment dates — high-volume, low-complexity calls that swallow producer hours.

Renewal season overwhelms the phones

The most important weeks of the year are the ones your team can least afford to spend on hold-time and phone tag.

What Bea handles

Agentic inbound and outbound, on your numbers

Structured intake, instant service, proactive renewals.

Inbound

  • Runs quote intake by line of business — auto, home, commercial, life — with structured fields
  • Captures policy-service requests: ID cards, certificates, billing, coverage questions
  • Takes first-notice-of-loss reports and escalates by severity rules
  • Routes existing clients to their account manager by caller ID
  • Answers agency hours, carrier, and payment-option questions
  • Screens and blocklists spam and robocalls before they reach staff

Outbound

  • Works renewal lists ahead of expiration dates by voice and text
  • Follows up on open quotes before they go cold
  • Schedules policy-review appointments for producers
  • Places payment-reminder calls with quiet-hours pacing
  • Re-engages lapsed policyholders with win-back campaigns

Connects to your stack

HUM connects to your AMS and CRM through the vendor-neutral connector, MCP tools, and signed webhooks — every quote intake, service request, and FNOL lands in your system of record with the transcript attached. See how integrations work.

Platform

An account team that scales with call volume

The platform, licensed for busywork.

Line-of-business intake scripts

Auto, home, commercial, and life each get their own qualification path with structured outcomes.

Severity-based escalation

A fender-bender books a callback; a house fire warm-transfers to a human immediately. Your rules decide.

AMS / CRM sync

Caller lookup, contact creation, and call-activity logging through the signed connector contract.

Renewal campaigns

Expiration-driven call lists with per-policy context, retries, and booked-review outcomes.

Complete call records

Recording, transcript, summary, and outcome on every call — useful for E&O documentation.

Book-of-business analytics

Quote volume, service load, and campaign results by line and by producer team.

FAQ

Common questions

Can HUM take a first notice of loss?
Yes — Bea captures the loss details with your FNOL script (what happened, when, where, injuries, policy info) as a structured outcome, and escalates by severity: urgent losses warm-transfer to your team immediately, routine claims get logged and routed with the transcript attached.
Does it integrate with our agency management system?
HUM connects through a vendor-neutral connector (four small signed HTTP endpoints), MCP tools that can call any API mid-conversation, and signed webhooks for every event. If your AMS or CRM has an API, HUM can look up callers, create contacts, and log activity in it.
How does quote intake work?
Each line of business gets its own intake path in the visual flow builder — the agent gathers the fields you specify (drivers and vehicles, property details, business operations), answers basic questions, and delivers a complete, structured submission to your team or your rater via webhook.
Can it help during renewal season?
That’s where it shines: feed HUM your expiration list and it calls and texts each insured ahead of renewal — scheduling policy reviews, flagging clients with questions, and reporting who’s unreachable — so producers spend renewal season advising, not dialing.
Are calls recorded and documented?
Every call gets a recording, diarized transcript, AI summary, and structured outcome, scoped to your org with role-based access — documentation that’s searchable when you need it.
Common workflows
Overflow call answeringAfter-hours answeringAll featuresPricing
Related industries
Law firmsReal estate & property managementHome servicesAll industries

Let producers produce

Move service calls and quote intake to Bea — 14-day free trial, no credit card required.