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AI automation inside Insurance Advisernet.

Keep Insurance Advisernet. We put AI to work inside it, filing, chasing and drafting alongside the rest of your stack.

Book free AI audit See it work
Live in 1 to 4 weeks.
Works alongside
JAVLN logoJAVLNOutlook logoOutlookWinBEAT logoWinBEATSunrise Exchange logoSunrise ExchangeMicrosoft Teams logoMicrosoft TeamsSharePoint logoSharePoint
Product in action

One email in. Filed, tasked and answered.

AI automation for Insurance Advisernet means reviewed AI agents working inside Insurance Advisernet: filing documents to the right client, raising the task and drafting the reply. It works through Insurance Advisernet's own Authorised Representative network, single sign-on adviser portal and broking tools and policy wordings library. Your data stays in Insurance Advisernet.

Microsoft Teams
JH
Jess H.8:41 AM
@Horizon a client email just landed. Work it through Insurance Advisernet and get the follow-up ready.
H
HorizonAPP8:41 AM
On it. Reading it now.
Client email read in Outlook✓
Renewal book preparation summaries✓
Claims triage with missing-info chasing✓
Reply drafted back to the client✓
Reply drafted in Outlook, held for your sign-off
Insurance AdvisernetDone
OutlookDone
WinBEATConnected
Sunrise ExchangeConnected
JAVLNConnected
Explore connected software
First workflows

First workflows worth automating in Insurance Advisernet.

Each one has a trigger inside Insurance Advisernet, a reviewed AI step, and a person on the approval.

  • 01 Renewal book preparation summaries
  • 02 Claims triage with missing-info chasing
  • 03 Policy summary drafts for client communication
  • 04 Renewal follow-up drafts with broker review
  • 05 Broker note drafting from email and call activity
Product-specific AI

AI workflows that speak Insurance Advisernet's language.

Automate the admin layer around the IA Authorised Representative portal: triage inbound client enquiries before they hit the adviser, pre-fill quoting data from the policy wordings library, reconcile commission statements against the central CRM, and draft renewal correspondence for AR sign-off. Slot in alongside Sunrise Exchange transactions so individual advisers stop hand-keying placement and endorsement data into multiple systems.

By the numbers. Insurance Advisernet Australia supports a network of 140+ authorised representative practices employing around 400 advisers across Australia.

Insurance Advisernet modules we work inside
Authorised Representative networksingle sign-on adviser portalbroking tools and policy wordings library
Other Insurance Advisernet specialists in Australia
  • Sunrise Exchange
  • Microsoft Dynamics CRM / SharePoint (Professional Advantage build)

We are the AI layer on top of what they set up, not another Insurance Advisernet implementer.

Often paired with

Software we build Insurance Advisernet workflows alongside.

WinBEAT logoWinBEAT AI automationSunrise Exchange logoSunrise Exchange AI automationJAVLN logoJAVLN AI automation
Where to next

Insurance Advisernet sits at the centre of insurance broking teams.

Industry

AI automation for insurance brokers

The full insurance broking stack we work alongside.

 Service

AI integration services

Wire it into the rest of the stack.

Service

AI implementation services

Scope, build, test, hand over.

Service

AI workflow audit

Work out what to automate first.

Service

AI automation services

Admin, follow-up, reporting, documents.

Service

AI consulting services

Turn a vague AI mandate into a plan.
Common questions

Insurance Advisernet AI automation, answered.

Can AI handle renewal book preparation summaries in Insurance Advisernet?
Potentially. We first confirm what Insurance Advisernet can safely make available, map the trigger and review point, and test the workflow with approved examples. Horizon can then prepare a review-ready result for a person before anything is sent or posted. Your team keeps the approval.
Does the AI work with Insurance Advisernet features like Authorised Representative network and single sign-on adviser portal?
The workflow can be designed around Authorised Representative network, single sign-on adviser portal, broking tools and policy wordings library, but a product description alone does not prove direct access. We first confirm what your Insurance Advisernet setup can safely make available. If a supported connection is unavailable, the first workflow can use approved exports or information already reaching another system. For context, Insurance Advisernet Australia supports a network of 140+ authorised representative practices employing around 400 advisers across Australia.
Can Horizon AI integrate with Insurance Advisernet?
Potentially. We first confirm the supported access available in your Insurance Advisernet setup. Depending on the provider and subscription, a safe first workflow might use an approved connection, an export or information already reaching another system. We agree the exact boundaries before any build.
Does Horizon AI replace Insurance Advisernet?
No. Insurance Advisernet remains the system your team uses. Horizon is designed around one approved workflow using whatever supported access or export is confirmed, and your team reviews every important result.
Which insurance broking workflow should we automate first?
Start with a process that is repeated weekly, has a clear trigger and a clear output, and can be reviewed by a person before it affects a client, payment or compliance record. The discovery call applies this test to your team, checks the available access and safeguards, and identifies a useful first workflow.
The audit costs nothing

Put AI to work inside Insurance Advisernet.

Tell us the Insurance Advisernet job you would rather not do yourself.

Book free AI audit
30 min with our Director. No sales rep, no follow-up.