Insurance Carrier Achieves Regulatory Readiness with Microsoft Purview

Forward-thinking insurer licensed MPIP under Microsoft 365 E5 but needed structured deployment and user training to turn technology into business value. 

Situation 

In a heavily regulated insurance environment (NAIC, CCPA, NY DFS), data was scattered and employees used manual security workarounds, leaving the company behind on audit readiness. 

Approach 

Partnered with X‑Centric to deliver a four-phase rollout: 

• Discover & Design – Workshops surfaced high-risk content 

• Configure Policies – Four-tier labels + mandatory Office integration 

• Enable & Train – 10 micro-videos; 92% staff trained 

• Pilot & iterate – 50 power users fine-tuned before full launch 

Impact 

For the first time, the insurance company could show regulators exactly how Nonpublic Personal Information (NPPI) was classified and protected—with compliance demonstrated in real time. Employees gained clarity, and the business is now positioned for further automation.