For Insurance Underwriters ·
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
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.
With the email thread open, click "Reply" then click the Copilot icon in the compose window. Select "Draft with Copilot."
Type a brief instruction: "Draft a professional reply requesting the missing supplemental questionnaire. Note that we cannot quote without it and we need it by Friday to meet their effective date."
Copilot drafts a complete, professional reply based on the thread context and your instruction. Review, edit if needed, send.
For a new email (not a reply), open a blank compose window and click the Copilot icon. Describe what you need:
"Draft an email to an insurance agent delivering a renewal quote for their commercial property account. Include: premium is increasing 14% due to replacement cost update and 2-year loss history. Coverage terms are unchanged. They need to respond by [date] to avoid a lapse."
Copilot generates the email. Add the specific premium numbers, review, send.
Before sending a difficult email (large rate increase, non-renewal notice), click the Copilot "Coaching" option in the compose window. Copilot analyzes your draft and suggests: "Your email is clear and professional. Consider softening the opening before delivering the non-renewal news — agents respond better when the relationship is acknowledged before the decision is delivered."