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.
Zurich Insurance's Sales workflow automation is part of this use case:
Related implementations across industries and use cases
Staff lost hours walking clients through 30-question surveys. Now, 50 custom AI agents process home insurance subscriptions 24/7.
Fragmented legacy tools bottlenecked underwriters. A unified platform and GenAI assistant now automate data extraction across 25 countries.
Adjusters spent up to two hours manually reviewing hundreds of claims notes. Now, secure AI summarizes complex case files in minutes.
Adjusters spent up to two hours manually reviewing hundreds of claims notes. Now, secure AI summarizes complex case files in minutes.
Manual order entry caused pricing errors and billing disputes. Now, an AI agent flags discrepancies and drafts client emails for staff.
Agents spent up to 6 minutes writing inconsistent notes. Now, AI instantly summarizes 55,000 weekly calls directly into the CRM.
Each incident sent engineers hunting for context from scratch, inconsistently across teams. Edwin AI now delivers it upfront.
Fragmented legacy tools bottlenecked underwriters. A unified platform and GenAI assistant now automate data extraction across 25 countries.
Shifting to B2B sales exposed disconnected workflows and anecdotal forecasts. Now, AI analyzes interactions to surface deal intelligence.
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.
Zurich Insurance's Sales workflow automation is part of this use case:
Related implementations across industries and use cases
Staff lost hours walking clients through 30-question surveys. Now, 50 custom AI agents process home insurance subscriptions 24/7.
Fragmented legacy tools bottlenecked underwriters. A unified platform and GenAI assistant now automate data extraction across 25 countries.
Adjusters spent up to two hours manually reviewing hundreds of claims notes. Now, secure AI summarizes complex case files in minutes.
Adjusters spent up to two hours manually reviewing hundreds of claims notes. Now, secure AI summarizes complex case files in minutes.
Manual order entry caused pricing errors and billing disputes. Now, an AI agent flags discrepancies and drafts client emails for staff.
Agents spent up to 6 minutes writing inconsistent notes. Now, AI instantly summarizes 55,000 weekly calls directly into the CRM.
Each incident sent engineers hunting for context from scratch, inconsistently across teams. Edwin AI now delivers it upfront.
Fragmented legacy tools bottlenecked underwriters. A unified platform and GenAI assistant now automate data extraction across 25 countries.
Shifting to B2B sales exposed disconnected workflows and anecdotal forecasts. Now, AI analyzes interactions to surface deal intelligence.