Normalized claim
Claims review and summarization time: 50% decrease
what used to take an hour or two now takes minutes
Gallagher: AI as a force multiplier for trusted advisors (claims summarization + quote automation)
Use case typeClaims automationUpdated Jul 4, 2026
Gallagher, a global insurance broker and risk management firm, built an AI platform on Microsoft Foundry to support secure enterprise AI in a highly regulated environment. The company deployed Microsoft 365 Copilot across 70,000 employees and used Copilot Studio to create governed agents connected to internal systems. AI is applied to claims summarization, document-heavy workflows, multi-line quote letter automation, and RFP automation with human oversight and strict data boundaries.
- Organization
- Gallagher
- Industry
- Insurance
- Location
- United States
- Published
- July 2026
Reported outcomes
−50%
claims review and summarization timeTime & speed
Strategic outcomes
Other strategic outcomeEnterprise-wide employee productivity upliftRisk & complianceMaintained governance and privacy controls for AI useOther strategic outcomeAutomated quote-letter and RFP workflowsSpeed & agilityFaster client responses and underwriting analysis
Why do we believe this?Outcome claims, sources, and evidence checks
Why do we believe this deployment?Customer identity, provider attribution, maturity, and source checks
- Customer
- Gallagher
- Provider
- Microsoft
- Maturity
- Production
- Linked source
- Microsoft Customer Stories
The company deployed Microsoft 365 Copilot across 70,000 employees and used Copilot Studio to create governed agents connected to internal systems
Customer identity supportedSource describes one deploymentMaturity supported
Primary read
Use case focus
Showing 3 of 3
- 1Claims automation
- 2Workflow automation
- 3Employee productivity
- Reduce time for claims review and other document-heavy workflows.
- Operate AI in a highly regulated environment with strong governance and data privacy controls.
- Built a Gallagher AI platform on Microsoft Foundry for secure model execution with compliance controls.
- Deployed Microsoft 365 Copilot across 70,000 employees for daily productivity.
- Used Copilot Studio to create specialized AI agents integrated with internal systems and datasets.
- Applied AI-powered claims summarization to surface critical insights faster.
- Automated the multi-line quote letter process by extracting carrier quotes and populating client letters.
- Used Microsoft Purview Data Loss Prevention and ring-fenced data governance to preserve data boundaries.
- Reduced claims review and summarization time from 1-2 hours to minutes.
- Enabled faster quotes and stronger win-rate potential through streamlined underwriting analysis.
- Accelerated RFP automation priorities for expert review.
- Improved employee productivity by reducing administrative burden and freeing time for higher-value work.
Architecture
Gallagher built its own AI platform on Microsoft Foundry, layered Microsoft Purview DLP and strict policy enforcement over ring-fenced data governance, deployed Microsoft 365 Copilot enterprise-wide, and used Copilot Studio to orchestrate specialized agents connected to internal systems and datasets.
Sources & evidence1
Evidence: Medium65/100Evidence strength
- Customer explicitly identified
- Deployment status explicitly supported
- Primary source available
- Quantified outcome available
- Technical implementation details available
Type: Customer StoryPublished: Jul 4, 2026Publisher: MicrosoftEvidence: PrimaryConfidence: High
AI-generated summary. Verify important details with the linked sources before relying on this case.
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