AI case study

NFPWorkflow automation

Every AI workflow meant engineering approval gates from scratch—employees held back from delegating. Cowork shipped with them baked in.

Published

Key results

Time Saved on Task
100 hours

Result highlights

Unlock 1 result highlight

The story

Context

One of North America's largest insurance brokers, with more than 7,000 employees across the US, Canada, the UK, and Ireland, managing client work across property and casualty insurance, employee benefits, retirement, and wealth management in a document-heavy, highly regulated environment.

Challenge

Insurance agents re-keyed the same application data into multiple disconnected systems for every regional submission, while a single assignment could...

Solution
Unlock full story

Scope & timeline

  • ~20% employee adoption via word of mouth

Quotes

Unlock 3 more quotes

The company

Insurance broker for employee benefits, property & casualty, and retirement.

IndustryInsurance
LocationNew York, NY, USA
Employees5K-10K
Founded1999

The vendor

Enterprise software, cloud infrastructure, and consumer electronics platform.

IndustrySoftware & Platforms
LocationRedmond, WA, USA
Employees100K+
Founded1975

Use case

NFP's Workflow automation is part of this use case:

Workplace AI
200 case studies(+41% YoY)
Proven impact?
LowModerateVery Strong
4.5Moderate
3.6Moderatewithin Insurance
4.3Moderatewithin Knowledge Management

Similar Case Studies

Related implementations across industries and use cases

246 AI case studies in Workplace AI

78 AI case studies in Insurance

346 AI case studies in Knowledge Management