CDL accelerates its agentic AI roadmap with cost and performance insights from Dynatrace

Learn now how CDL accelerates its agentic AI roadmap with cost and performance insights from Dynatrace. Single source of truth enables better experiences Share Via Email Facebook Twitter LinkedIn Embedding AI into the insurance ecosystem CDL serves as the veins of the UK's personal lines insurance market, powering around 60% of its transactions through aggregators and brokers. Overview CDL accelerates its agentic AI roadmap with cost and performance insights from Dynatrace To gain our customers' trust, we're going after ISO 42001 certification.

Agent or tool: Custom agent
Topic: Sales & Marketing
Reported on: Case study (Dynatrace)
Added: 2026-11-12

Why it matters

Sales and marketing run on research, lists and follow-ups. Agents are starting to take on that groundwork, freeing people for the conversations that actually close deals. It is one of 613 sightings filed under Sales & Marketing on Agent Sightings (number 325 by interest), and one of 266 involving Custom agent.

How you could try it

Here is a reusable prompt, written by us in our own words, that captures the task. Paste it into your own agent or any similar agent and adjust the details to your situation.

I want an agent to do the research and drafting for this sales or marketing workflow, and stop for my approval before anything is sent.

Saved

Tip: Start small: run it once on a low-stakes example, read what the agent did, and only then let it run on real work.

Source

Read the original first-hand account on Case study (Dynatrace): https://dynatrace.com/customers/cdl. Our summary is a paraphrase; details are in the source.

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