IBM and Microsoft introduced Imagine Enterprise on November 10, an AI agent platform that connects to existing business systems and lets companies set rules for when agents can act on their own and when employees need to step in. Its first industry frameworks cover financial services, insurance, and retail.
Insurance claims show how that division of work could play out. In an example published by IBM, an agent called Digital Steward assesses incoming claims, checks policy coverage, flags possible fraud, and routes each case based on its complexity and the adjuster’s authority. A straightforward claim can go to a junior adjuster, while unclear coverage can send a case to a senior adjuster. Cases with multiple warning signs can go to specialist investigators. The agent explains why it prioritized a case and suggests a next step. The adjuster makes the decision.
IBM says the platform logs agent actions and escalations and lets companies define which steps require human approval. IBM Consulting says it is contributing more than 6,000 prebuilt agents and other assets from IBM Consulting Advantage. Microsoft supplies tools including Foundry and Copilot Studio for coordinating agents, Azure for hosting, and Entra for identity management.
Clients can hire IBM Consulting to deploy and operate the platform, work with the consultancy on an implementation, or choose a self-managed option. Both companies will provide engineering support for qualifying engagements.
Financial technology and asset management services provider SEI is exploring where AI agents could support its operations with IBM Consulting and Microsoft. Sneha Shah, SEI’s chief AI strategist and head of SEI Next, described the work as an assessment of how emerging tools could support critical processes. The joint announcement gave no timetable for an Imagine Enterprise rollout at SEI.
Sources
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