Financial Services: Insurance
Increase relationship manager effectiveness
Increase relationship manager effectiveness with AI-powered client insights and next-best actions.
Scenarios
Increase relationship manager effectiveness with AI-powered client insights and next-best actions.
Help relationship managers spend less time on administrative tasks and more time with clients. With trusted data, Copilot, and agents embedded in everyday workflows, teams can surface relevant insights, identify next-best actions, and engage clients with greater speed and confidence.
Account Planning Workflow
Prepare account plans with consolidated client context, coverage history, and next-best actions so relationship managers enter every interaction ready.
Growth Opportunity Identification
Surface whitespace opportunities across products and life events to prioritize high-probability growth conversations.
Renewal Preparation and Handoff
Coordinate renewal readiness, documentation, and downstream handoffs so renewals move smoothly from preparation to execution.
Solutions
Find the right AI approach for your organization
Buy, extend, build, or partner to achieve transformative AI benefits.
Buy pre-built solutions
Microsoft 365 Copilot
Transform work using a powerful AI assistant with built-in enterprise-grade security.
Extend and customize
Microsoft Copilot Studio
Build and customize AI agents to extend the capabilities of Microsoft 365 Copilot.
Build your own solutions
Microsoft Foundry
Design, customize, and manage AI apps and agents at scale.
Find partner solutions
Microsoft Marketplace
Power your AI transformation with AI solutions from industry leading partners.
Customer stories
Increase relationship manager effectiveness with AI-powered client insights and next-best actions.
Help relationship managers spend less time on administrative tasks and more time with clients. With trusted data, Copilot, and agents embedded in everyday workflows, teams can surface relevant insights, identify next-best actions, and engage clients with greater speed and confidence.
RESOURCES
Increase relationship manager effectiveness with AI-powered client insights and next-best actions.
Help relationship managers spend less time on administrative tasks and more time with clients. With trusted data, Copilot, and agents embedded in everyday workflows, teams can surface relevant insights, identify next-best actions, and engage clients with greater speed and confidence.
Account Planning Workflow
Prepare account plans with consolidated client context, coverage history, and next-best actions so relationship managers enter every interaction ready.
Growth Opportunity Identification
Surface whitespace opportunities across products and life events to prioritize high-probability growth conversations.
Renewal Preparation and Handoff
Coordinate renewal readiness, documentation, and downstream handoffs so renewals move smoothly from preparation to execution.
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