Zurich Insurance Saves 14,000 Hours a Year with Microsoft 365 Copilot for Sales
Zurich Insurance Group· SwitzerlandMicrosoft 365 Copilot for Sales · Dynamics 365 Sales
Zurich Insurance Group's commercial insurance business uses Microsoft 365 Copilot for Sales alongside Dynamics 365 Sales to keep CRM data up to date without switching applications, bringing AI and sales insights into Outlook and Teams for market-facing teams managing more than 100,000 active opportunities. The company estimates that Copilot for Sales will save its employees approximately 14,000 hours over the next year, and says user feedback already confirms improved sales and retention ratios.
Overview
Zurich Insurance Group's commercial insurance business uses Microsoft 365 Copilot for Sales alongside Dynamics 365 Sales to keep CRM data up to date without switching applications, bringing AI and sales insights into Outlook and Teams for market-facing teams managing more than 100,000 active opportunities. The company estimates that Copilot for Sales will save its employees approximately 14,000 hours over the next year, and says user feedback already confirms improved sales and retention ratios.
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Inspect the highlighted sourceThe challenge
Zurich's client- and broker-facing employees mind more than 100,000 active opportunities and had a real-time customer database in Dynamics 365, but switching between applications to transfer updates from email to the CRM was inconvenient and time-consuming, so the data in the CRM was at risk of becoming stale.
The solution
Zurich's commercial insurance business uses Microsoft 365 Copilot for Sales, an AI assistant that brings AI and sales insights from its Dynamics 365 CRM platform into Outlook and Teams. In the Copilot for Sales side pane in Outlook, employees can create, update and link email contacts with opportunities in the CRM without switching to another application, and Copilot for Sales consolidates event and interaction data with other interactions and presents concise summaries in the Outlook side panel. All data stays within Zurich and is not shared with or accessible to anyone else.
Reported business value
The company estimates that Copilot for Sales will save its employees approximately 14,000 hours over the next year, and user feedback already confirms that it improves Zurich's sales and retention ratios. The source also says it keeps CRM data up to date, improving data quality, and that Zurich's 300 Copilot users find it a critical productivity tool.
Sources
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