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Case study · Insurance / Employee Benefits

RFP Assistant

Answering insurance RFPs with approved answers, word for word.

An AI agent in Copilot Studio that answers insurance RFP questionnaires word-for-word from a validated library. It runs on custom MCP servers, Azure and Dataverse.

Client: A European employee-benefits insurer

Copilot Studio
MCP
Azure
Dataverse
SharePoint

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