Connect Broker Sense
to Microsoft 365 Copilot
Broker Sense runs as an agent inside Microsoft 365 Copilot, in Teams, Outlook and the browser. Whoever manages your firm's Microsoft 365 adds it once; then you sign in.
Send this to your IT admin
Subject: Please add the Broker Sense agent to our Microsoft 365 Copilot
Hi, Could you please add the Broker Sense agent to our Microsoft 365 Copilot? It gives our brokers sourced Australian lending knowledge (lender policy, products, schemes) inside Copilot. Setup takes about five minutes; the steps and the agent package are here: https://app.loadingsense.com/help/microsoft-365 That page also covers security and data handling for our insurer and compliance. Thanks
Hi, Could you please add the Broker Sense agent to our Microsoft 365 Copilot? It gives our brokers sourced Australian lending knowledge (lender policy, products, schemes) inside Copilot. Setup takes about five minutes; the steps and the agent package are here: https://app.loadingsense.com/help/microsoft-365 That page also covers security and data handling for our insurer and compliance. Thanks
How to connect
- Your IT admin adds the agent (about five minutes): send them the request above, or follow the admin guide if that's you.
- In Copilot, open Broker Sense under Agents and ask a lending question.
- The first time, choose Sign in to Broker Sense, then Continue with Microsoft (or enter your email and type the 6-digit code we send into that same window), and approve.
- Insurer or compliance asking how data is handled? Send them the security and data page.
When you connect, you'll sign in to LoadingSense (Microsoft, Google or email). Your AI then acts as you, and you can disconnect it any time from your account. New to LoadingSense? Signing in creates your account, and you verify your broker number once.
Need a hand? See help or email hey@loadingsense.com.