Microsoft Financial Services Slovenia

Zavarovalnica Triglav

Customer Service Automation

Zavarovalnica Triglav's journey from manual work to AI-driven automation led to significant time savings in manual work for its employees and enhanced personalization for its customers.

Reported impact

Business outcome

By implementing Microsoft Dynamics 365 and Azure OpenAI Service, the insurer streamlined its operations with automated responses and smart rerouting of customer enquiries.

  • Customer Experience
  • Productivity Improvement
  • Revenue Growth
  • Risk Reduction

Solution

Zavarovalnica Triglav built its Microsoft solution to improve customer-service and conversational-support workflows. Zavarovalnica Triglav's journey from manual work to AI-driven automation led to significant time savings in manual work for its employees and enhanced personalization for its customers. Key components included Azure OpenAI Service ran model inference or heavy processing, and Azure Synapse Analytics held and organized governed data. Operational data flows into Azure Synapse Analytics, where Azure Synapse Analytics applies transformations and business logic before Dynamics 365 Customer Insights delivers governed insights to teams across Zavarovalnica Triglav. The stack stayed governed and extensible on Microsoft. By implementing Microsoft Dynamics 365 and Azure OpenAI Service, the insurer streamlined its operations with automated responses and smart rerouting of customer enquiries.

Data flow

Operational data flows into Azure Synapse Analytics, where Azure Synapse Analytics applies transformations and business logic before Dynamics 365 Customer Insights delivers governed insights to teams across Zavarovalnica Triglav.

Solution architecture

5 components · 3 layers
  1. Compute
    • Azure OpenAI Service Runs large language models that generate grounded responses, summaries, and copilots.
  2. Storage
    • Azure Synapse Analytics Combines large-scale data integration and analytics for enterprise reporting workloads.
    • Dynamics 365 Customer Insights Unifies customer data so teams can personalize service and engagement workflows.
  3. Serving
    • Dynamics 365 Customer Service Provides the case-management and service workspace for customer-support teams.
    • Dynamics 365 Sales Gives sales teams a unified CRM system for pipeline management and seller productivity.

Architecture clues

  • But first, the company had to overcome the challenges of data security.

Evidence from the source

"With Azure OpenAI Service, this has been automated, resulting in a substantial decrease in manual work." Zavarovalnica Triglav aims to add even more nuanced information to these documents in the future, through sentiment analysis and conversation quality checks.
By implementing Microsoft Dynamics 365 and Azure OpenAI Service, the insurer streamlined its operations with automated responses and smart rerouting of customer enquiries.
The company developed a system with Azure OpenAI Service to review the content of the query and automatically direct it to the relevant department.
With the advice of Microsoft, we developed our own chatbot using Azure OpenAI Service, rather than using solutions available publicly," explains Nardin.
Zavarovalnica Triglav's journey from manual work to AI-driven automation led to significant time savings in manual work for its employees and enhanced personalization for its customers.
Transparency Evidence & methodology 66/100 reference value · 87% confidence · 1 source

Review how this reference was scored and trace each normalized claim back to its documented source.

01

Scoring methodology

How scores are calculated

Customer Reference Value measures usefulness as a customer reference. Evidence Confidence measures the quality and traceability of available evidence, not independent verification.

Customer reference value66/100
  • Problem clarity20/20
    Measures whether the customer's operational problem is specific enough to compare.
  • Implementation depth20/25
    Rewards named components, data flow, integrations, and architecture detail.
  • Outcome specificity16/20
    Measures whether the reported benefit is concrete rather than a generic claim.
  • Quantified impact0/25
    0 metrics describe measurable impact.
  • Deployment scale10/10
    Rewards evidence of a live or scaled deployment and meaningful integration scope.
Evidence confidence87%
  • Source authority20/25
    The main evidence is an official vendor-published customer story.
  • Claim traceability21/25
    10 of 12 key fields link to a named source.
  • Direct evidence20/20
    5 direct source quotes retained.
  • Date provenance10/10
    The publication date comes from the source page or publisher.
  • Source transparency8/10
    1 source reference document publisher, URL, authority, retrieval, and supported fields.
  • Implementation specificity8/10
    Rewards source-backed components, data flow, quantified impact, and a specific outcome.
02

Traceability

Sources & provenance

Field coverage shows which facts each source supports. Dates are shown only when documented by the source.

  1. Microsoft

    Zavarovalnica Triglav customer story

    First-party
    https://www.microsoft.com/en/customers/story/1752754742242485191-zavarovalnica-triglav-azure-openai-service-insurance-en-slovenia
    Source type
    Vendor-published customer story
    Published
    Apr 3, 2024
    Supports
    • Customer
    • Business problem
    • Solution
    • Products
    • Solution components
    • Data flow
    • Integrations
    • technical area
    • use case category
    • Business outcome
    • outcome category
    • Metrics
    • Architecture
    • evidence quotes
    • Publication date

Date evidence

  • Published on source page Apr 3, 2024 · Microsoft · First-party
    Open date source
Not separately sourced Industry, Region, Company size. Treat these normalized attributes as lower-confidence until a dedicated source is added.