Executive Summary
Slovenian insurance group Zavarovalnica Triglav has successfully integrated Microsoft 365 Copilot across its 5,000+ employees to enhance productivity and streamline operations. The company overcame initial employee wariness by establishing a "digital mentor" program, where 40 trained employees champion AI adoption within their own departments. This decentralized approach focuses on internal use cases, such as accelerating legal drafting and improving HR onboarding, to reduce repetitive work and empower employees to focus on higher-value tasks.
Key Takeaways
* Company & Initiative: Zavarovalnica Triglav, a 125-year-old insurance company, has become an early adopter of Microsoft 365 Copilot.
* Adoption Strategy: The core of their strategy is a team of 40 "digital mentors." These employees receive advanced training and then identify and implement Copilot use cases within their specific business domains, fostering grassroots adoption.
* Governance: While adoption is decentralized, it operates under a formal governance structure. Employees can create and deploy AI agents for themselves, their teams, or the entire enterprise, but not for use with external partners.
* Key Use Cases:
* Legal: Reducing the time to draft responses to customer complaints from hours to 5-10 minutes.
* HR: An internal chatbot for onboarding new employees, providing answers to questions about internal policies and procedures.
* Operations: Summarizing batches of claims documents and creating action points.
* Meetings: Generating transcripts, summaries, and task lists from Microsoft Teams calls to improve follow-through.
Strategic Importance
This case study demonstrates a successful framework for driving enterprise AI adoption in a regulated industry. It proves that a human-centric, decentralized model led by internal champions can effectively scale AI usage and transform company culture beyond simple IT directives.