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AI automation inside CoverGo.

Use approved CoverGo records to compare offers, find missing information and prepare case updates.

Offer comparison

An illustrative Microsoft Teams thread for CoverGo: Grace K. asks, Horizon works through CoverGo and Microsoft Teams, and returns: A clear case and offer comparison.
CoverGo · Insurance broking
GK Grace K.8:41 AM @Horizon, summarise this case, its proposals and the differences between the current offers.
HorizonAPP8:41 AMOn it. Checking CoverGo now.Approved CoverGo records checkedCross-checked and compiled into one summary
A clear case and offer comparison.

Exception list

An illustrative Microsoft Teams thread for CoverGo: Dan F. asks, Horizon works through CoverGo and Microsoft Teams, and returns: An issue and renewal exception list.
CoverGo · Insurance broking
DF Dan F.9:12 AM @Horizon, show me policies waiting for issue or renewal and what information is missing.
HorizonAPP9:12 AMOn it. Checking CoverGo now.Policies checked in CoverGoMissing items listed for follow-upCross-checked and compiled into one list
An issue and renewal exception list.

Case update

An illustrative Microsoft Teams thread for CoverGo: Sarah L. asks, Horizon works through CoverGo and Microsoft Teams, holds every change for review, and returns: A case update ready for approval.
CoverGo · Insurance broking
SL Sarah L.11:26 AM @Horizon, prepare the next case or proposal update for review before it is submitted.
HorizonAPP11:26 AMOn it. You approve before anything is saved.The approved details read from this threadNothing saved in CoverGo until you approve
A case update ready for approval.
The connection

How does Horizon actually get into CoverGo?

Horizon connects through CoverGo's official API. Your team approves which records Horizon can use and what it may prepare before the build starts.

Microsoft TeamsYour team asks here
The official doorwayYour organisation approves access 01Seeapproved records02Prepareyour approval first03Startagreed trigger or schedule
CoverGoYour approved records
01 · See

What Horizon can see

Cases, proposals, offers, policies, products, pricing and related insurance records.

02 · Prepare

What Horizon can prepare

Horizon shows your team supported case, proposal and policy updates for insurance staff review before submission.

03 · Start

How work can start

Horizon checks selected CoverGo records on a schedule or on demand and can include the available event history in each review.

What we confirmed about the CoverGo connection

  • Each CoverGo deployment can have its own address, product setup and permissions.
  • The insurer's configured products determine which fields and actions are actually available.
  • Issuing or renewing a policy always remains an authorised staff decision.

Checked against official CoverGo information on .

Day to day

Use CoverGo without jumping between systems.

CoverGo stays in place as the software your team already uses. Your team asks in Teams, Copilot, Claude or ChatGPT, and Horizon answers with only the approved records that request needs.

We connect one workflow first, prove it with your team on real review steps, then expand.

Broker8:42 AM “Summarise this case, its proposals and the differences between the current offers.” A clear case and offer comparison.
Account manager11:18 AM “Show me policies waiting for issue or renewal and what information is missing.” An issue and renewal exception list.
Claims manager3:06 PM “Prepare the next case or proposal update for review before it is submitted.” A case update ready for approval.
Common questions

Using Horizon with CoverGo, answered.

What could our team ask Horizon to do with CoverGo?
Use approved CoverGo records to compare offers, find missing information and prepare case updates. Typical results include a clear case and offer comparison, an issue and renewal exception list, and a case update ready for approval.
Can our team use CoverGo from Microsoft Teams?
Yes, after the agreed access is approved. Your team asks Horizon in Teams, Horizon checks the approved CoverGo information and connected systems, then returns the answer or proposed action for review.
Can Horizon use CoverGo with Outlook, SharePoint or our other software?
Yes. We design one workflow around CoverGo and the other approved systems your team relies on, so the result can use the relevant information without staff opening each system separately.
Can Horizon prepare changes in CoverGo, not just answer questions?
Yes, where CoverGo supports the agreed action. Horizon prepares the change, shows it to the right person and applies it only under the permissions and review rules agreed for the workflow.
What would we start with in CoverGo?
We start with one useful, controlled request such as: @Horizon, summarise this case, its proposals and the differences between the current offers. The first version stays narrow enough to test with real staff and real review steps.
What access is needed before work starts?
CoverGo supplies customer-specific access for the deployed tenant. We confirm the product setup and permitted insurance records first.
Does Horizon replace CoverGo?
No. CoverGo remains the system your team uses. Horizon connects only the approved data and actions needed for the agreed workflow.
How does Horizon keep the CoverGo workflow safe?
We agree exactly which records, people and actions are in scope. We test one limited workflow with approved examples, keep important changes behind human review and expand only after the pilot is working properly.
The audit costs nothing

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