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Canadian insurance brokerage (unnamed) · Canada

Canadian insurance brokerage saves 1,905 hours in 3 months with Copilot workflows

ProductivityLegal/Compliance

1,905 hrs in 3 months
$76,200 saved

What was done

Crescendo Cloud set up Copilot for document generation, email responses and meeting summaries at a brokerage, with Purview governance for security and compliance.

Outcome

The implementer reports 1,905 hours and $76,200 saved within three months. The brokerage is not named.

Evidence: Vendor case study (client unnamed). Figures are as reported by the source and have not been independently audited by AgentsNorth.

Prompt Reconstructed by AgentsNorth

The source didn't publish its prompt. This is our reconstruction of a starting prompt for a similar workflow, not the company's actual prompt.

Draft a renewal email to this commercial client summarising coverage changes from the attached policy comparison, in plain language, with a table of premium differences. Do not include any information beyond what's in the documents.

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