Agents manually parsed emails to update spreadsheets. Copilot now summarizes threads and logs data, saving 3.5 admin days per agency.
A UK mutual insurer operates 280 local agency offices where 4,500 staff deliver high-touch, personalized service to over one million members.
Customer data was fragmented across disparate systems and manually collated spreadsheets, preventing a unified view of member history. Agents spent...
“Dynamics 365 was a good fit as it had the sales and service capability we needed, was in line with our vision to be in the cloud strategically, and offered a platform we could scale with additional services.”
Insurance and financial services provider for rural and farming communities.
Enterprise software, cloud infrastructure, and consumer electronics platform.
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