Insurance Group Boosts Broker Productivity 35% with Copilot
Rolling out Microsoft 365 Copilot and a custom broker assistant on Copilot Studio, transforming how agents work across quoting, advice, and admin.
Project Overview
The Challenge
Brokers spent the majority of their time on quoting, paperwork, and admin rather than client-facing advisory work.
- 160% of broker time on non-revenue-generating tasks
- 2Inconsistent advice quality across the broker network
- 3Slow onboarding of new brokers due to product complexity
Our Solution
CloudGate deployed Microsoft 365 Copilot for the broker base and built a custom Insurance Copilot grounded in product manuals, regulations, and CRM data.
- M365 Copilot deployed across all brokers with adoption coaching
- Custom Insurance Copilot trained on product wordings and underwriting guidelines
- Broker copilot directly integrated with Dynamics 365 quoting and policy admin
The Results
- Best Copilot adoption rate in the regional insurance sector
Technologies Used
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