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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?
Potentially. We first confirm what InsuredHQ 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 InsuredHQ features like Policies and Customers?
The workflow can be designed around Policies, Customers, Claims, Accounting, but a product description alone does not prove direct access. We first confirm what your InsuredHQ setup can safely make available. If a supported connection is unavailable, the first workflow can use approved exports or information already reaching another system.
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 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 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.