Emerling, Floss, Murphy & Associates.

What AI tool is your team using? (I.e., which tool would you like to highlight for this survey?)
Microsoft CoPilot with SharePoint.

Please describe how you are currently leveraging the AI tool above at your agency. What was the main goal or friction point you were trying to solve for when implementing it?
We are building a Procedure Manual for the agency. Currently information is scattered everywhere. We are trying to put everything into one place where the employee can use a prompt in CoPilot and it will pull up the answer.

How did you find the tool or approach you chose, and what made you pick it over other options?
We decided on CoPilot because it integrates with all of our Microsoft tools. By utilizing it with a license we can ensure that our data is safe.

What does your AI use actually look like day-to-day — who uses it, how often, and how long did it take to get going?
Right now we are in the Beta testing phase. 2 employees are utilizing it to find issues so we can address them before launching with the rest of the team.

What worked better than expected? What didn’t go as planned?
The ease of getting our documentation into one central place. How long it would take to build up our knowledge base.

What’s the one thing you’d tell another agent/agency who’s thinking about starting — and what do you wish someone had told you first?
Plan out how you will gather all the information needed ahead of time. It’s a lot to tackle in a short amount of time.