Property & Casualty Insurance · Microsoft Cloud

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Governance, compliance, AI, and automation for the Property & Casualty insurance enterprise. Practical patterns for Microsoft 365, Purview, Power Platform, and Azure — written for the architects, engineers, and IT specialists who run regulated insurance systems.

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About

What I write about

Governance & Compliance

Records management, retention enforcement, litigation hold, eDiscovery, and defensible disposition for regulated insurers.

AI & Automation

Power Platform, Power Automate, Copilot Studio, and Azure AI applied to real insurance workflows — claims, underwriting, and document processing.

Microsoft 365 & Azure

Purview, SharePoint, and cloud architecture patterns built for the scale and compliance demands of the insurance enterprise.

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Retrieval API plus Your Own LLM: The Middle Path to Ground a Custom Chatbot or App on SharePoint Content

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Overall summary The Retrieval API is the middle path. It sits between fully managed intelligence and a fully custom build. It gives you Microsoft’s permission-trimmed,…
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Part 2 of the series. Work IQ assessed against all eight factors: where it is the clear choice for grounding a custom AI chatbot on…
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September 18, 2026

Part 1 of a series. If your enterprise knowledge lives in SharePoint, how do you put it to work inside your own AI chatbot? This…

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Building the compliant, automated insurance enterprise.

Practical, practitioner-tested patterns — published regularly.

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