United StatesFinance and insurance2026 – ongoingArthur J. Gallagher & Co.
AI extraction for multi-line quote letters
Gallagher used AI to populate client quote letters faster
Problem
Employees manually transferred carrier quotes into client letters.
Approach
Gallagher used AI to extract quotes and populate letters. It aimed to extend automation across the workflow with Foundry and Copilot Studio.
Results
No published figures
Takeaway
Document extraction was operating before full workflow automation.
Categories
- Size
- Large enterprise
- Industry
- Finance and insurance
- Business function
- Marketing and sales
- Innovation type
- Process innovation
- AI technology
- Generative AIAI agents
- Adoption
- Off-the-shelf tool or platform
- Evidence
- Vendor case study
Sources
Source summaries
[1]Microsoft7 May 2026
Microsoft reported faster quote-letter preparation. End-to-end automation remained an aim.
Full details are in the original sources.
Added 1 Nov 2026 · Updated 1 Nov 2026