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InsuredHQ logo InsuredHQInsurance broking software

AI automation inside InsuredHQ.

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

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Live in 1 to 4 weeks.
Works alongside
CoverGo logoCoverGoGuidewire logoGuidewireNovidea logoNovideaWinBEAT logoWinBEATOutlook logoOutlookMicrosoft Teams logoMicrosoft Teams
Product in action

One email in. Filed, tasked and answered.

AI automation for InsuredHQ means reviewed AI agents working inside InsuredHQ: filing documents to the right client, raising the task and drafting the reply. It works through InsuredHQ's own Policies, Customers and Claims. Your data stays in InsuredHQ.

Microsoft Teams
JH
Jess H.8:41 AM
@Horizon a client email just landed. Work it through InsuredHQ and get the follow-up ready.
H
HorizonAPP8:41 AM
On it. Reading it now.
Client email read in Outlook✓
Renewal worklists and client follow-up drafts✓
Policy document summaries for broker review✓
Reply drafted back to the client✓
Reply drafted in Outlook, held for your sign-off
InsuredHQDone
OutlookDone
CoverGoConnected
GuidewireConnected
NovideaConnected
WinBEATConnected
Explore connected software
First workflows

First workflows worth automating in InsuredHQ.

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

  • 01 Renewal worklists and client follow-up drafts
  • 02 Policy document summaries for broker review
  • 03 Claims correspondence triage and action preparation
  • 04 Missing risk information request drafts
  • 05 Portfolio exception reports across products and clients
Product-specific AI

AI workflows that speak InsuredHQ's language.

A broker operations view can combine renewal, claim, document and accounting status, then prepare only the follow-ups that need a person to review.

Access first

InsuredHQ describes an open API architecture, but complete endpoint and credential documentation is not public. Scope and read or write rights must be confirmed with InsuredHQ. Check the official integration documentation.

InsuredHQ modules we work inside
PoliciesCustomersClaimsAccountingOpen API architecture
Often paired with

Software we build InsuredHQ workflows alongside.

CoverGo logoCoverGo AI automationGuidewire logoGuidewire AI automationNovidea logoNovidea AI automationWinBEAT logoWinBEAT AI automationJAVLN logoJAVLN AI automation
Where to next

InsuredHQ 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

InsuredHQ AI automation, answered.

Can AI handle renewal worklists and client follow-up drafts in InsuredHQ?
Yes - this is one of the first InsuredHQ workflows Horizon AI builds. An AI agent watches for the trigger inside InsuredHQ, drafts the renewal worklists and client follow-up drafts, and routes it to a person for a quick review before anything is sent or posted. You keep the approval; the agent removes the manual time.
Does the AI work with InsuredHQ features like Policies and Customers?
It works alongside them. Horizon AI builds against InsuredHQ's own capabilities - Policies, Customers, Claims, Accounting - rather than replacing them, so the AI layer reads and writes through the same features your team already uses. Exact depth depends on your subscription tier and user roles.
Can Horizon AI integrate with InsuredHQ?
InsuredHQ describes an open API architecture, but complete endpoint and credential documentation is not public. Scope and read or write rights must be confirmed with InsuredHQ.
Does Horizon AI replace InsuredHQ?
No. InsuredHQ stays as your system of record. Horizon AI layers reviewed AI workflows on top so your team spends less time on repetitive admin while the data continues to live inside InsuredHQ.
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 covers this in detail and maps it to ai automation for insurance brokers patterns we have built before.
The audit costs nothing

Put AI to work inside InsuredHQ.

Tell us the InsuredHQ job you would rather not do yourself.

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30 min with our Director. No sales rep, no follow-up.