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Title
Zurich Insurance Saves 14,000 Hours a Year with Microsoft 365 Copilot for Sales
…kflows, improving data quality, and providing meaningful relationship insights, saving approximately 14,000 hours annually. READ THE STORY Zurich Insurance Group (Zurich) has been in the business of pro…
Description
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.
…iciently take market-facing teams to the next level with data analytics and AI, Zurich’s commercial insurance business uses Microsoft 365 Copilot for Sales to enhance customer relationships and to help improve operational efficiency. “Time is a precious commodity in our business, and every minute Copilot for Sal…
…y confirms that Copilot for Sales improves Zurich’s sales and retention ratios. The company estimates that Copilot for Sales will save its employees approximately 14,000 hours over the next year. “Time is a precious commodity in our business, and every minute Copilot for Sal…
Company
Zurich Insurance Group
…lationship insights, saving approximately 14,000 hours annually. READ THE STORY Zurich Insurance Group (Zurich) has been in the business of protecting people and the things they love for more than 150 years. Headquartered in Zurich, Switzerland, the company provides a wide range of prod…
Country
Switzerland
…Copilot for Sales SERVICES AND SUPPORT ORGANIZATION SIZE 1,000-9,999 employees COUNTRY/REGION Switzerland BUSINESS NEED Customer experience Artificial Intelligence INDUSTRY Insurance Sh…
Industry
Insurance
…RY/REGION Switzerland BUSINESS NEED Customer experience Artificial Intelligence INDUSTRY Insurance Share the story Explore related stories /h2> "> Explore related stories Stories…
Problem
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.
…ent- or broker-facing employees minding more than 100,000 active opportunities, switching between applications to transfer updates from email to the CRM was inconvenient and time-consuming. As a result, the data in the CRM was at risk of becoming stale. Zurich looked for a way to use its Dynamics 365 platform to reduce the number o…
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.
…more up-to-date data. The answer was simple: Microsoft 365 Copilot for Sales . Copilot for Sales is an AI assistant for client- and broker-facing teams that maximizes their productivity by bringing next-generation AI and sales insights from Zurich’s CRM platform into the Microsoft 365 productivity tools they use daily, like Outlook and Teams. The benefits for the company’s market-facing teams and account managers were pl…
…ply access key records without the need to open and search other applications.” While leveraging the technology, all data stays within Zurich and isn't shared with or accessible to anyone else, underscoring the company’s public Data and responsible AI commitment. “The Cop…
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.
…y confirms that Copilot for Sales improves Zurich’s sales and retention ratios. The company estimates that Copilot for Sales will save its employees approximately 14,000 hours over the next year. “Time is a precious commodity in our business, and every minute Copilot for Sal…
…at as the time savings grow, so will the benefits across the business. In fact, user feedback already confirms that Copilot for Sales improves Zurich’s sales and retention ratios. The company estimates that Copilot for Sales will save its employees approxima…
AI capabilities
Generative AI
…cial time when escalations mount and teams need to understand an issue quickly. Copilot-assisted email drafts allow non-native speakers to respond to customers with confidence, saving them the time—not to mention the stress—of checking and rechecking gram…
Technology
Microsoft 365 Copilot for Sales, Dynamics 365 Sales
…nd our company,” says van Houten. Discover more details CUSTOMER Zurich Schweiz PRODUCTS Dynamics 365 Sales Microsoft 365 Copilot for Sales SERVICES AND SUPPORT ORGANIZATION SIZE 1,000-9,999 employees COUNTRY/REGION Swi…
Deployment model
cloud
…nd our company,” says van Houten. Discover more details CUSTOMER Zurich Schweiz PRODUCTS Dynamics 365 Sales Microsoft 365 Copilot for Sales SERVICES AND SUPPORT ORGANIZATION SIZE 1,000-9,999 employees COUNTRY/REGION Swi…
Deployment options
cloud
…nd our company,” says van Houten. Discover more details CUSTOMER Zurich Schweiz PRODUCTS Dynamics 365 Sales Microsoft 365 Copilot for Sales SERVICES AND SUPPORT ORGANIZATION SIZE 1,000-9,999 employees COUNTRY/REGION Swi…
Headline outcome
…y confirms that Copilot for Sales improves Zurich’s sales and retention ratios. The company estimates that Copilot for Sales will save its employees approximately 14,000 hours over the next year. “Time is a precious commodity in our business, and every minute Copilot for Sal…
Use case type
Workflow automation
…e company’s market-facing teams and account managers were plain from the start. Copilot for Sales makes it easy to keep CRM data up to date, improving data quality and empowering Zurich’s teams with meaningful relationship insights. In the Copilot for Sales side pane in Outlook, employees can create, update, an…
