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Competitive Comparison Agent

AI advisor that compares the organisation’s insurance products head to head with competitors in seconds.

Copilot Studio Agent Copilot Studio Dataverse Medium 6–8 weeks for PoC (kickoff → PoC testing); production rollout after follow-on data curation work
About this agent

Conversational agent that lets insurance sales advisors perform 1:1 product and coverage comparisons between the organization and key market competitors across home contents, accident and pet insurance. The advisor asks in natural language; the agent returns a structured comparison table (Provider A, Provider B, Own product+, assessment) grounded in curated policy documents - replacing phone calls, PDF hunting and competitor‑website browsing during live sales conversations.

Key capabilities

What this agent does

  • Conversational comparison of insurance coverages across the organization and named competitors in natural Danish.

  • Structured output returns comparison tables with Provider A / Provider B / Own product+ / assessment columns, ready to paste into sales notes.

  • Grounded retrieval from curated organization and competitor policy knowledge stored in Dataverse, with a single source of truth per product line.

  • Supports the three in scope product lines from the PoC - home contents, accident and pet insurance - with a pattern ready to extend to new lines.

  • Deployed inside a governed Power Platform Copilot Agents development environment with Entra ID authentication and the Context& ALM / release pattern.

Business value

What you can expect

Measured as reduction in mis statements about competitor coverage during live sales dialogue (every claim is grounded in the curated source).

Measured as consistency of answers across advisors and reduced dependency on a small number of product experts to triage comparison questions.

Measured as seconds to answer versus the previous manual process (phone calls, PDF search, competitor websites — typically many minutes).

Target audience

Who benefits

Sales Advisor (Rådgiver) Sales Manager (Salgschef)