Title
Gallagher: AI as a Force Multiplier for Trusted Advisors
Gallagher: AI as a force multiplier for trusted advisors – better insight, faster decisions, stronger results | Microsoft Customer Stori…
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Company
Gallagher
…” Mark Bloom, Global Chief Information Officer, Gallagher Discover more details CUSTOMER Gallagher PRODUCTS Microsoft Foundry Microsoft 365 Copilot Microsoft Copilot Studio Micro…
Description
Gallagher, one of the world's largest insurance brokers and risk management firms, built its own Gallagher AI platform on Microsoft Foundry to streamline claims summarization, policy and risk management analysis, fraud detection, document interrogation, and workflow automation across a highly regulated business. Microsoft Foundry provides secure model execution with flexible model selection and built-in compliance frameworks, Microsoft 365 Copilot is deployed enterprise-wide for daily productivity, and Copilot Studio powers specialized AI agents such as one automating the multi-line quote letter (MQL) process that extracts quotes from carrier partners and populates client letters. Data governance is enforced through a ring-fenced model using Microsoft Purview Data Loss Prevention. Gallagher reports claims summarization that used to take an hour or two now takes minutes, and more than 70,000 employees now have access to secure AI tools embedded in daily workflows.
…a highly regulated industry. To power innovation without sacrificing security, the organization built its own Gallagher AI platform on Microsoft Foundry as the foundation. This move unlocked a significant reduction in claims review time, automated co…
Problem
Operating in a highly regulated industry, Gallagher faced a challenge shared by many global enterprises: how to apply AI in a way that meaningfully improves the business while maintaining strong governance and compliance.
…ulated industry, Gallagher faced a challenge shared by many global enterprises: how to apply AI in a way that meaningfully improves the business while maintaining strong governance and compliance. To address this, Gallagher works with Microsoft on a set of AI initiatives aim…
Implementation approach
Gallagher built its AI platform on a ring-fenced data governance model, with security managed globally as a unified utility, supported by Microsoft Purview Data Loss Prevention and strict policy enforcement. Using Copilot Studio, the organization designs specialized AI agents connected to internal systems and datasets, securely orchestrated within its governed environment, such as the solution built around the multi-line quote letter process.
…izing AI through agents Gallagher is moving beyond consuming AI to creating it. Using Copilot Studio, the organization designs specialized AI agents connected to internal systems and datasets, securely orchestrated within its governed environment. A powerful example is the solution built around the multi-line quote letter (M…
Business value
Gallagher reports claims summarization that used to take an hour or two now takes minutes, and more than 70,000 employees now have access to secure AI tools embedded in daily workflows.
…port responsible adoption. Claims review time significantly reduced 70,000+ employees enabled with secure AI tools This work illustrates how enterprises can activate AI responsibly and effective…
Industry
Financial Services
…ORGANIZATION SIZE 10,000+ employees COUNTRY/REGION United States BUSINESS NEED INDUSTRY Insurance Share the story Explore related stories /h2> "> Explore related stories Stories…
Technology
Microsoft Foundry, Microsoft 365 Copilot, Microsoft Copilot Studio, Microsoft Purview Data Loss Prevention
…l Chief Information Officer, Gallagher Discover more details CUSTOMER Gallagher PRODUCTS Microsoft Foundry Microsoft 365 Copilot Microsoft Copilot Studio Microsoft Purview Data Loss Prevention Word Outlook PowerPoint Excel SERVICES AND SUPPORT ORGANIZATION SIZE 10,000+ em…
AI capabilities
Generative AI, Agentic AI
…ilot Studio, Gallagher aims to automate and streamline the end-to-end workflow. As Gallagher embeds agentic AI deeper into core processes, the organization is accelerating innovation across its most strategic workflow…
Deployment options
cloud
…ising data privacy and governance.” Azure’s enterprise-grade security controls, global scalability, and built-in compliance capabilities allow Gallagher to deploy AI broadly while preserving strict data boundaries across regions. “We operate in a highly…
Country
United States
…tlook PowerPoint Excel SERVICES AND SUPPORT ORGANIZATION SIZE 10,000+ employees COUNTRY/REGION United States BUSINESS NEED INDUSTRY Insurance Share the story Explore related stories /h2> "…
Capture details
- Captured
- 05 Sept 2026, 08:16 UTC
- Extractor
- fetch-strip@1
- Snapshot hash
- 86d50a3c995461df902f2bff28e99ae5ce9b106367a5b75438e65c55d6902437