Integrity Rolls Out Microsoft AI to Entire Workforce
Financial services distributor Integrity has collaborated with Microsoft to give its entire workforce a personal AI assistant via Microsoft 365 Copilot. The move is one of the first large-scale deployments aimed at using generative AI to enhance productivity and services across a whole organization.
This move makes Integrity one of the first distributors in the insurance and financial services industry to deploy a personal AI assistant to its entire 5,000-person workforce. The collaboration aims to enhance productivity and creativity by embedding AI into daily operations. Integrity's Co-Founder and CEO, Bryan W. Adams, stated that incorporating AI into their workflows is a key part of the company's "Putting People First" commitment. The goal is to shift employees away from routine tasks, allowing them to focus on creating more innovative solutions for agents and consumers. This initiative builds upon Integrity's existing investments in AI technology, including its "Ask Integrity" platform. This earlier technology was developed to increase efficiency throughout the company, from supporting agents to improving the proprietary platform that serves both agents and advisors. Microsoft 365 Copilot functions as an intelligent assistant within the Microsoft 365 suite of applications. It can help employees with a variety of tasks, such as drafting documents, summarizing meetings, and creating presentations, by leveraging user data and preferences to offer personalized support.
