Solution Financial Services
Copilot for Insurance Brokers
Microsoft Copilot and a custom Insurance Copilot for insurance brokerages that streamline quoting, advisory and administrative broker work.
+35%Broker productivity
-50%New broker ramp time
+20%Cross-sell attach rate
Typical outcomes for this kind of engagement. Results depend on your data and starting point.
THE CHALLENGE
Brokers can spend most of their time on quoting mechanics, paperwork and administration instead of the advisory conversations that win and keep clients.
- Broker time consumed by quoting and administration
- Inconsistent advice quality across a broker network
- New broker ramp measured in months
OUR APPROACH
CloudGate deploys Microsoft Copilot across the broker base with structured adoption coaching, and builds a custom Insurance Copilot in Copilot Studio grounded in product wordings, underwriting guidelines, regulatory requirements and CRM data.
- Microsoft Copilot deployed across all brokers with adoption coaching
- Custom Insurance Copilot grounded in product wordings and underwriting guidelines
- Integration with Dynamics 365 Sales quoting and policy administration
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