Setting the stage for what’s next
Genworth is now looking ahead, exploring agentic AI in ways that extend value while maintaining the same governance-first mindset that guided its Copilot rollout.
The journey starts at an individual level. Genworth is enabling agent exploration for personal productivity, giving employees room to experiment while keeping oversight and responsibility front and center. To reinforce this approach, the organization upgraded to Microsoft 365 E5, providing advanced monitoring, security, and compliance capabilities.
“We’re encouraging agent exploration in a personal way. With Copilot Studio, people can create assistants that help them day to day. For example, some teams work with a lot of policies and documentation, and agents help make that information more accessible across teams,” explains Stefanie Schmitz.
And these agents are already delivering real value. In Genworth’s investments business, a SharePoint-based credit surveillance agent built by Amberjean Leist, Senior Alternative Assets Analyst, in collaboration with the team, now reviews more than 1,000 documents across 250-plus fund investments.
“The agent helps the team surface trends, risks, and upside by leveraging the deep reviews we’ve already completed on individual funds and their holdings,” reflects Amberjean Leist. “It really supercharges our ability to zoom out and see the bigger picture.”
Beyond custom scenarios, Genworth teams are also using built‑in Copilot agents, including Researcher, Analyst, and Prompt Coach, across individual contributor and leadership roles.
“I personally use the Researcher agent all the time,” enthuses Morris Taylor. “These agents are incredibly powerful. They’re becoming an important part of how we think and work.”
Genworth is gradually building the groundwork for multi-agent orchestration and continues to focus on empowering its people and enhancing the experience for customers.
“Copilot is a powerful tool in our tool belt,” concludes Morris Taylor. “Our focus is to continue maximizing value—both for our associates and for our customers—while continuing to build responsibly.”
A practical blueprint for governed AI
As Genworth’s AI journey continues, the organization has distilled its experience into a repeatable framework.
1. Set the guardrails first
Innovation moves faster when expectations are clear. Establish boundaries upfront so teams can explore confidently, without uncertainty or risk.
2. Keep the conversation going
Adoption doesn’t happen in a single launch. Genworth made AI part of an ongoing dialogue, reinforcing its value, addressing concerns, and keeping momentum alive.
3. Lead by example, reward results
When leaders actively use AI, people follow. Visibility matters. So does recognizing the teams that drive innovation.
4. Build on progress, don’t pause at success
Early wins are just the beginning. Genworth continues to evolve its approach, expanding use cases, deepening adoption, and raising expectations over time.
5. Test, learn, adapt
Not every idea needs to scale, but every experiment should teach. Genworth fosters discovery and continuous improvement.
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