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Large Insurance Company Selects Microsoft Purview + Infotechtion Solution

How a large insurance company chose Microsoft Purview and the Infotechtion solution over a point solution to modernize legacy information management and build an AI-ready data governance platform.

2025

Customer

A large insurance company was modernizing its legacy information management and file-scanning environment. The company considered buying a "best of breed" data discovery solution, but ultimately selected Microsoft Purview + the Infotechtion solution as their strategic platform.

Insurance company - Microsoft Purview and Infotechtion solution

Why Purview and the Infotechtion Solution vs a Point Solution

Platform Strategy vs. Tool-Centric Positioning

The customer needed a single architecture for data classification, security, archiving, and future AI enablement.

Point solution focused primarily on access monitoring and analytics.

Purview + the Infotechtion solution delivered an integrated governance and security platform for data on cloud and on-prem.

We demonstrated coverage across Microsoft 365, file shares, and hybrid environments, combined with value of integration with Microsoft endpoint, cloud DLP and Insider Risk capabilities — well beyond a scanning-only narrative.

Clear AI and Copilot Roadmap

Our Purview + Infotechtion solution architecture aligned with the customer's goal of becoming AI-ready — an area where a point solution could not present a comparable, integrated roadmap.

Security as a Service Retainer

By adding Infotechtion's Security-as-a-Service managed services, the customer embeds Purview into their daily operations.

Ongoing monitoring, tuning, reporting, and continuous risk reduction make Purview an operational control — not just a deployment.

This drives sustained adoption, ensures measurable outcomes, and demonstrates strong, ongoing value that supports renewals and expansion.

Outcome

The customer selected Microsoft Purview + the Infotechtion solution as their strategic platform for data discovery, governance, and compliance.

This resulted in:

  • Strong governance and compliance posture through clear oversight, ethical standards, and regulatory alignment.
  • Enhanced data protection and regulatory compliance through defined handling and processing controls.
  • Improved visibility and control via regular updates, structured reviews, and proactive risk notifications.

Next Steps

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