Building Intelligent Agents for Insurance use case with Copilot Studio

In this session, we will explore the development of three types of intelligent agents—Retrieval Agents, Task Agents, and Autonomous Agents—tailored for a simple insurance use case. Using Copilot Studio, you will learn how to implement these agents to automate processes, improve efficiency, and enhance user experience in an insurance context. We'll walk through real-world scenarios, such as claim processing, policy recommendations, and customer support, to demonstrate how each agent type can be leveraged for various tasks.

The session will focus on:
Building Agents like retrieval agent, task agent and autonomous agent.

What will the attendees learn from this session?
Understanding the core differences between Retrieval, Task, and Autonomous Agents.
Building and deploying a Retrieval Agent for fetching relevant data.
Creating a Task Agent to handle insurance-specific processes, such as claim handling or policy generation.
Developing an Autonomous Agent capable of decision-making and end-to-end automation in an insurance workflow.
Gaining hands-on experience with Copilot Studio to create and manage these agents effectively.
Practical insights into applying these agents to improve operational efficiency and customer experience in the insurance industry.

Learn Module - https://aka.ms/Create-Copilot

Speaker Bio - Shrushti Shah is a Technical Consultant, Microsoft 365 and Business applications subject matter expert, Microsoft MVP.

Social Handle of the speaker-
https://www.linkedin.com/in/shrushti-shah-bba565162

Pre-requisites:
Copilot Studio and M365 license (Includes SharePoint Site permission like Site Member)