Canadian insurance brokerage saves 1,905 hours in 3 months with Copilot workflows
Canadian insurance brokerage (unnamed) · Canada · Insurance & Financial Services · Roles: Operations, Sales
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
✓ 1,905 hrs in 3 months
✓ $76,200 saved
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.
Agents & tools used
Microsoft 365 CopilotMicrosoft Purview
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.
Source
Crescendo Cloud · undated · link checked 2026-10-15