Financial services: Insurance
Accelerate insurance underwriting
Improve policyholder matching with trusted AI guidance for agents.
Scenarios
Improve policyholder matching with trusted AI guidance for agents.
Improve policyholder-fit recommendations with consistent, traceable agent guidance that cuts rework and reduces service friction. Scale beyond pilots with built-in security, compliance, governance, and auditability. In daily insurance workflows, trusted data plus Copilot and agents help teams close decisions faster and with stronger defensibility.
AI-guided policyholder-to-coverage matching
Use trusted policy and customer data to help agents recommend best-fit coverage faster and with greater confidence.
Consistent recommendations aligned to underwriting intent
Standardize guidance across channels so recommendations stay consistent with underwriting criteria and reduce downstream rework.
Traceable guidance for defensible decisions
Capture recommendation rationale and handoff history to support audit-ready, defensible underwriting and service outcomes.
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
Follow Microsoft