Sales teams toggled apps, leaving data stale. Now, AI updates records directly inside Outlook, saving 14,000 hours/year.
A global insurer serving 75 million customers in more than 200 countries handles complex multinational insurance programs involving over 100,000 active opportunities.
Client-facing teams struggled with constant switching between email and CRM applications to maintain records, creating administrative friction that...
“Time is a precious commodity in our business, and every minute Copilot for Sales saves results in better outcomes for our brokers, our customers, and our company.”
Global insurance provider of property, casualty, and life protection products.
Enterprise software, cloud infrastructure, and consumer electronics platform.
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Agents manually parsed emails to update spreadsheets. Copilot now summarizes threads and logs data, saving 3.5 admin days per agency.
Sellers battled manual entry and 100 daily emails. AI now updates CRM records directly in Outlook, saving hours for client work.
Manual note entry bottlenecked sales. Now, wholesalers dictate to an AI agent that auto-logs summaries and triggers follow-ups instantly.
Recruiters lost 40% of their time to manual scheduling. An AI agent now handles coordination, letting candidates self-book via chat.
Manual email drafts took 12 minutes. AI cut this to 1.5 minutes, freeing agents to resolve complex funding and care delays.
Account managers manually synthesized 50+ signals. An on-prem agent now analyzes the data to draft the pitch.
Manual role-plays pulled staff off the floor. Now, AI agents run infinite drills and answer queries instantly, keeping experts selling.