What you'll accomplish
Draft professional agent and broker emails directly from your inbox — using Copilot to generate the reply or the initial message — and summarize long email threads without reading every message. Cuts daily email time in half during renewal season.
What you'll need
- Microsoft 365 Business Standard or higher subscription (includes Copilot in Outlook)
- Copilot in Outlook enabled (look for the Copilot icon in the email compose toolbar)
Tool Feature: Microsoft Copilot in Outlook — Agent Communication at Scale
Step 1: Summarize a Long Agent Email Thread
Open a long email thread — an account negotiation, a back-and-forth on missing documents, or a renewal discussion that has gone through 10+ replies.
Click the Copilot icon in the top of the email panel. Select "Summarize." Copilot reads the entire thread and produces a summary: "The agent submitted a commercial property account on March 3. You requested loss runs on March 5; the agent provided them on March 8. You asked for a completed supplemental questionnaire on March 10; as of today, it has not been received. The agent followed up on March 18 asking for a status update."
Now you know exactly where the conversation stands without reading 12 emails.