Case Study: Foundation Risk Partners achieves 300 bps EBITDA uplift and 90% faster cycle times with Version 1 and Microsoft AI

Foundation Risk Partners cuts cycle times by 90% and lifts EBITDA with Version 1

Foundation Risk Partners, a rapidly growing insurance brokerage, faced the challenge of turning its clean, unified data asset into measurable business value at scale. They needed a strategic partner to help identify high-value AI use cases and build production-grade tools quickly to maintain their competitive advantage. They engaged vendor Version 1 as a strategic Microsoft partner to lead this AI transformation.

Version 1 implemented a suite of AI tools built on the Microsoft stack, including an AI assistant powered by Microsoft Copilot Studio and automated solutions for gap and wedge analysis. This resulted in a 90% reduction in cycle times, the generation of $3.9 million in new revenue, and an overall EBITDA uplift of 300 basis points. The partnership with Version 1 enabled Foundation Risk Partners to automate processes, improve close ratios, and significantly reduce operational expenses.

Foundation Risk Partners