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AI automation for insurance brokers.

Support renewals, claims triage, policy document summaries and client follow-up with broker review retained.

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Familiar insurance software we can implement AI automation into

WBWinBEATSUSunrise ExchangeSCSteadfast SCTPFOFolioIAInsurance Advisernet
The Horizon AI product, for insurance

Here is roughly what we would build for your firm.

The dashboard is the window in. Underneath it, specialist AI agents work inside the software insurance brokers already use - reading inboxes and documents, drafting replies, routing approvals, keeping the CRM and practice tools in sync. This is the shape of what we would ship for you.

Browse inside the phone - it's live, not a screenshot.

What every Horizon solution ships with
  • Specialist AI agents - each one a focused insurance workflow, not a chatbot
  • Multi-model routing - the right LLM per task, not one model for everything
  • Lives in your software - inbox, CRM, practice tools, documents - no new platform to learn
  • Human-in-the-loop - the decisions that matter still route through a real person
  • Audit trail - every AI action logged with model, tokens, latency

This is the insurance product. Same agent pattern, same multi-model router, same approval gate as every Horizon build - shaped around insurance brokers workflows. When we work with you, your data stays yours.

Open the live dashboard
Software stack we work inside

AI inside the software insurance brokers use.

Support renewals, claims triage, policy document summaries and client follow-up with broker review retained.

The first build sits inside familiar systems - inboxes, documents, client portals, practice platforms, booking tools and reporting workflows insurance brokers already rely on every day.

workflow.liveLive
InEmail and docsSource
AIAI reviewReview gate
OutWinBEATAction
  • AI Summary drafted review
  • OK System update prepared queued
Workflow examples

First workflows worth testing.

Renewal follow-up

Designed around a clear trigger, a human review point and a measurable reduction in admin time.

InsurancetoReview

Policy document summaries

Designed around a clear trigger, a human review point and a measurable reduction in admin time.

InsurancetoReview

Claims email triage

Designed around a clear trigger, a human review point and a measurable reduction in admin time.

InsurancetoReview

Missing info requests

Designed around a clear trigger, a human review point and a measurable reduction in admin time.

InsurancetoReview

Broker notes

Designed around a clear trigger, a human review point and a measurable reduction in admin time.

InsurancetoReview

Client update drafts

Designed around a clear trigger, a human review point and a measurable reduction in admin time.

InsurancetoReview
How we work

A narrow first workflow beats a broad AI transformation promise.

Step 01of 04

Discovery

Review the current process, software stack, data access points and manual handoffs.

Step 02of 04

Scope

Choose the first workflow, approval gates, implementation path, timeline and quote.

Step 03of 04

Deploy

Build, test and launch the workflow inside approved business systems with human review.

Step 04of 04

Expand

Turn the first useful workflow into a practical AI roadmap across the business.

Relevant services

How Horizon AI can help.

Explore

AI automation services

Automate repetitive admin, follow-up, reporting and document handling while keeping people in control of important decisions.

 Explore

AI integration services

Connect AI to your CRM, inbox, documents, calendar, spreadsheets and industry systems without forcing a new platform onto the team.

 Explore

AI implementation services

Scope, build, test and hand over useful AI workflows with documentation, access boundaries and support.

 Explore

Inbox and CRM

Turn high-volume email and messy CRM admin into structured notes, tasks and reply drafts.

 Explore

Document automation

Extract, summarise and route information from contracts, forms, statements, applications and PDFs.

 Explore

AI workflow audit

A focused review of your operations to find the first workflow worth automating with AI.

Tool reference

Every tool we can build around.

The integration path depends on permissions, API access, subscription tier and security rules.

WB WinBEAT Insurance Sun Sunrise Exchange Insurance SCTP Steadfast SCTP Insurance
Folio Folio Insurance
IA Insurance Advisernet Insurance
Common questions

Answers before we start.

What is Insurance automation?
Insurance automation means using AI automation, AI integration and practical implementation work to reduce admin, summarise information, draft routine work and keep follow-up moving inside familiar systems.
Can Horizon AI integrate with WinBEAT, Ebix, Sunrise Exchange?
Usually, but the exact path depends on permissions, API access, exports, subscription tier and security rules.
Which workflow should this sector automate first?
Start with the workflow that is repeated often, has clear inputs and outputs, and can be reviewed by a person before it affects a client, payment or compliance record.
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Tell us the workflow you want to improve first. We will map the cleanest implementation path on a free 30-minute call.

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