Franklin Madison automates contract processing
Franklin Madison transformed operational productivity through the strategic integration of Microsoft Copilot.
Franklin Madison partnered with Pythian to fast-track AI strategy and implementation.
Pythian identified high impact AI use cases and empowered employees to leverage embedded AI tools like Microsoft CoPilot to automate manual contract processing.
Franklin Madison, a leader in insurance marketing, faced a pressing need to accelerate crucial contract and due diligence processes without compromising accuracy. They turned to Pythian to move from ad-hoc experimentation to a structured, secure, and value-driven AI adoption model. This collaboration converted months of strategic planning into just three days, fundamentally transforming their operational efficiency. Pythian designed high-value AI agents and implemented Microsoft Copilot, shifting the team from tedious manual compilation to strategic risk review.
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Franklin Madison needed to overcome manual document processing bottlenecks.
Navigating the complexity of AI adoption
Franklin Madison understood the opportunity to utilize AI but felt overwhelmed by where to start and how to mitigate associated risks.
Manual processes delayed client responses
The risk management team spent disproportionate time on repetitive tasks, drawing focus away from strategic analysis and delaying contract turnaround.
Defining safe versus unsafe AI
The organization required a strict policy to distinguish between secure enterprise tenants and public LLMs to protect sensitive financial data.
Solving the problem of siloed strategies
Franklin Madison needed a structured framework to move from experimental AI use to a cohesive, value-driven strategy across the enterprise.
Ensured consistency with AI agents
Pythian created a Copilot knowledge agent trained exclusively on approved corporate policies. This agent provides sourced, highly consistent answers to client questionnaires, eliminating the manual search through hundreds of historical documents.
Accelerated risk analysis
We designed an agent to analyze vendor documentation against "Gold Standard" criteria. This solution automatically generates a risk heat map and follow-up emails, reducing a multi-day manual review process to a fraction of the time.
Streamlined document creation
Pythian developed a systematic workflow for an NDA Drafting Agent. By using existing templates and programmatically collecting variables, the team can now generate new contracts with significantly less administrative effort.
Mitigated hallucination risks
Pythian refined initial agent prompts to ensure strict reliance on specified internal sources. This training empowered the corporate risk management teams to get more value out of Copilot while maintaining high accuracy.
Franklin Madison scaled employee efficiency through AI adoption
Automating high-impact workflows reclaimed hundreds of hours.
Franklin Madison condensed months of planning into a three-day roadmap. Integrating Microsoft Copilot automated manual contract processing shifting employees from data entry to strategic risk review, reclaiming hundreds of hours. This transition ensures true consistency across client communications while prioritizing high-level judgment over tedious administrative tasks.
3
Days to define AI strategy and roadmap
100%
CoPilot licenses maxmized
30+
CoPilot power users
The Pythian AI Workshop was a wild success as we are looking to implement an AI forward strategy. The workshop helped the team understand what AI is and how we can use it in real world scenarios. The workshop helped mold the path for more strategic opportunities in the future and was the key first step for our AI roadmap.
Jed Taylor
Senior Director, Digital & Client Strategy, Franklin Madison
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