Who should watch
Sales Where You Work:
CRM AI Agents for Insurance Brokerages
Work the deal, not the database! Seven short demos showing how producers and account teams create leads, update pipeline, surface insights, collaborate, and act—right inside Copilot, Teams, Outlook, and mobile apps.
Your producers, account managers, and sales leaders don’t need another tab—they need outcomes where they already work. This on-demand series showcases “Sales Where You Work,” a practical set of CRM AI agent patterns built for insurance brokerages. Each demo is under a few minutes and maps to common workflows: opening and updating opportunities, turning emails into CRM actions, collaborating in Teams, visualizing pipeline trends, and managing deals hands-free on mobile.
The agents in Sales Where You Work live alongside the tools your producers, account managers, and leaders use every day. They’re accessible in Microsoft Copilot for conversational creation and updates, in Teams for quick collaboration and follow-ups, in Outlook to convert inbound messages into lead or opportunity activity, and on mobile for producers on the move. Together, these scenarios reduce clicks, shorten cycle time, and improve data quality—without forcing users into a different way of working.
What you’ll see across these demos
Conversational creation of leads, opportunities, and follow-up meetings in CRM
Prompt-driven pipeline queries and inline updates with automatic reporting and recommended next actions via email.
- AI-assisted insights layered on your existing Power BI reports, plus deeper graphical analyses to identify growth and risk areas in the book of business.
Team-based collaboration that captures summaries, tasks, reminders, and owner handoffs
“Email to action” patterns that transform inbound messages into structured CRM records
Mobile experiences that enable hands-free updates, quick status checks, and emailed summaries for producers between client meetings
How you can benefit
- Higher CRM adoption by meeting users in Copilot, Teams, Outlook, and mobile
- Faster time to create/update sales data and schedule next steps
- Better visibility into pipeline, commissions, and stage movement for leadership
Sales Leaders and Producers
Seeking faster pipeline hygiene and better forecasting
Account Managers and CSRs
Coordinating proposals, renewals, and binding
Sales Operations and Data Teams
Interested in AI-assisted reporting and adoption
Sales Where You Work: Create Leads and Opportunities
Watch a conversational flow that creates an opportunity linked to the right account and contact—complete with revenue, close date, and stage—and then schedules a meeting, all via natural language. The agent also captures a new lead and confirms records in a simple Power App view for transparency.
Sales Where You Work: Update Pipeline and Opportunities
See how a prompt returns your open opportunities in a table, applies in-line updates to close date and sales stage, and automatically emails a report with suggested next actions—no manual report building required.
Sales Where You Work: Visualize AI Insights & Analysis
Start with your existing Power BI reports and ask questions like revenue by territory or which producers are closest to target. Then jump into a richer, graphical agent view that highlights a heat map of estimated premium by industry and stage, a funnel, and recommended areas to improve performance.
Sales Where You Work: Collaborate from Teams
Summarize recent activity for a client in Teams, review key contacts and follow-ups, and assign a task (with reminder/invite) to move a proposal forward—all within the conversation.
Sales Where You Work: From Email to Action
Transform email into structured CRM data. The agent scans or receives forwarded messages, extracts key details, creates a new lead, suggests next steps, and can even update fields like phone number—demonstrating the same pattern that also works in Copilot and Teams.
Sales Where You Work: Manage Deals on the Go
On mobile, update opportunity stages by voice/chat, get a weekly follow-up list, identify deals close to binding, and request a full pipeline summary emailed to you—including topics, estimated revenue/commissions, and stage—while you travel between client meetings.
Sales Where You Work: Hands-Free CRM
Create a new lead, pull the latest pipeline report, and update an opportunity stage to proposal—hands-free—with a friendly assistant that keeps producers moving.
Learn more about how we support Insurance brokerages
Request a Working Session
See something intriguing? Request a 30-minute working session to align these agent patterns to your workflows.