Renewal follow-up
Start with the source records and define the information a reviewer needs before this step can proceed.
InsurancetoReview
AI automation for insurance brokers.
Automation runs through the software, inboxes and documents your team already uses. Get renewals, claims triage and policy admin handled without adding an assistant. Built for boutique broking practices under 15 staff who want throughput up roughly a third on the same headcount, with the broker still signing every client output.
Renewal follow-up, built inside the software your team already uses, with people approving what matters.
AI operations dashboard
See the automation working inside the software you already use.
Teams is where your staff instruct the AI. This dashboard is the management layer: live workflows, queued work, exceptions and approvals for insurance brokers.
The dashboard is the window in. Underneath it, specialist AI agents handle renewal review, claims triage, client update inside the software insurance brokers already use.
Every Horizon solution includes- Specialist AI agents - each one runs a focused workflow, not a generic chatbot
- Multi-model routing - the right model is selected for each task
- Human approval gates - client-facing and high-impact actions still wait for a person
- Audit trail - every AI action is logged with its status and outcome
This is the insurance product. It uses the same live-agent pattern as every Horizon build, shaped around the workflows and software already in use.
Open the live dashboard
In short
How can insurance brokers use AI automation?
Insurance brokers use AI automation to cut repeated admin - renewal follow-up, policy document summaries - while keeping a person on anything that touches a client, payment or compliance record. Horizon AI builds one workflow at a time inside the WinBEAT, Ebix, Sunrise Exchange tools you already run, with the scope, access requirements and testing agreed before implementation.
Familiar insurance software we can implement AI automation into
Software stack we work inside
AI inside the software insurance brokers use.
Get renewals, claims triage and policy admin handled without adding an assistant. Built for boutique broking practices under 15 staff who want throughput up roughly a third on the same headcount, with the broker still signing every client output.
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
Email and docsSource
AI reviewReview gate
WinBEATAction
- AI Summary drafted review
- OK System update prepared queued
Workflow examples
First workflows worth testing.
Policy document summaries
Prepare the routine work for the responsible person, with the original context available for checking.
InsurancetoApprove
Claims email triage
Agree the system handoff and how the team handles missing information or conflicting records.
InsurancetoSign-off
Missing info requests
Use clear trigger and completion rules so repeated or failed work stays visible to its owner.
InsurancetoFinal check
Broker notes
Keep draft outputs separate from approved actions and define when the workflow should ask for help.
InsurancetoHuman gate
Client update drafts
Test representative examples and exceptions before deciding how much of this work should be automated.
InsurancetoAudit
How we work
A narrow first workflow beats a broad AI transformation promise.
Discovery
Review the current process, software stack, data access points and manual handoffs.
Scope
Choose the first workflow, approval gates, implementation path, timeline and quote.
Deploy
Build, test and launch the workflow inside approved business systems with human review.
Expand
Turn the first useful workflow into a practical AI roadmap across the business.
Relevant services
How Horizon AI can help.
Tool reference
Every tool we can build around.
The integration path depends on permissions, API access, subscription tier and security rules.
WinBEAT
Insurance
Sunrise Exchange
Insurance
SCTP
Steadfast SCTP
Insurance
JAVLN
Insurance
Folio
Folio
Insurance
Curium
Insurance
Wilbur
Wilbur
Insurance
DocuSign
Documents
Guidewire
Tool
CoverGo
Tool
InsuredHQ
Tool
Novidea
Tool
Powered by Agile
Tool
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.
Bring one workflow. Explore the next step.
A free 30-minute conversation with our Director about the work, the systems involved and what needs a closer look. Detailed assessment and implementation are quoted separately.