Financial services: Insurance
Boost sales by connecting policyholders to coverage with AI-enhanced agent support
Increase customer trust and retention by personalizing recommendations and reducing the chance of underinsurance with AI-driven insights.
Outcomes
Drive real results in insurance
Boost agent efficiency and sales numbers by offering policyholders the right coverage options. Empower agents to provide personalize recommendations with faster response times. Relevant for Heads of Sales and Heads of Underwriting.
Increase total premium growth
Create opportunities for sustained premium growth with smarter, data-driven sales strategies.
Grow upsell metrics
Provide recommendations that match evolving customer needs and increase policy value with AI-powered upsell recommendations.
Raise the average revenue per policyholder
Maximize the value of customer interactions with tailored coverage that matches each customer’s profile.
Solutions
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Buy, extend, build, or partner to achieve transformative AI benefits.
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Microsoft 365 Copilot
Transform work using a powerful AI assistant with built-in enterprise-grade security.
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Microsoft Copilot Studio
Build and customize AI agents to extend the capabilities of Microsoft 365 Copilot.
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Design, customize, and manage AI apps and agents at scale.
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Microsoft Marketplace
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