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.
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.
Sales reps lost hours context-switching across apps to parse lengthy RFPs. Now, AI summarizes proposals and updates CRM in a single click.
Manual note entry bottlenecked sales. Now, wholesalers dictate to an AI agent that auto-logs summaries and triggers follow-ups instantly.
Sales reps lost hours context-switching across apps to parse lengthy RFPs. Now, AI summarizes proposals and updates CRM in a single click.
Heavy manual workloads delayed key documentation. AI now extracts insights and summarizes records, freeing teams to focus on members.
Recruiters lost 40% of their time to manual scheduling. An AI agent now handles coordination, letting candidates self-book via chat.
Agents juggled disconnected tools and lost hours to manual wrap-ups. Now, AI assists them in real time and automates post-call summaries.
Sellers lost hours to manual research. AI agents now generate instant meeting briefs and follow-up emails, cutting prep time to minutes.
Manual credit pulls bottlenecked applications. AI now checks credit and sets rates instantly, handing ready clients to bankers.
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.
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.
Sales reps lost hours context-switching across apps to parse lengthy RFPs. Now, AI summarizes proposals and updates CRM in a single click.
Manual note entry bottlenecked sales. Now, wholesalers dictate to an AI agent that auto-logs summaries and triggers follow-ups instantly.
Sales reps lost hours context-switching across apps to parse lengthy RFPs. Now, AI summarizes proposals and updates CRM in a single click.
Heavy manual workloads delayed key documentation. AI now extracts insights and summarizes records, freeing teams to focus on members.
Recruiters lost 40% of their time to manual scheduling. An AI agent now handles coordination, letting candidates self-book via chat.
Agents juggled disconnected tools and lost hours to manual wrap-ups. Now, AI assists them in real time and automates post-call summaries.
Sellers lost hours to manual research. AI agents now generate instant meeting briefs and follow-up emails, cutting prep time to minutes.
Manual credit pulls bottlenecked applications. AI now checks credit and sets rates instantly, handing ready clients to bankers.