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JAVLN logo JAVLNInsurance broking AI integration

AI automation across JAVLN and the rest of your software.

Connect approved JAVLN policy and client context with Microsoft 365, quoting, renewal, and compliance workflow.

Book a JAVLN integration session See what it can connect
Access confirmed before build. Start with one reviewed workflow.
Connect with
JAVLN Officetech and Microsoft 365Multi-QuotePolicy and renewal workflowCommission and compliance records
A real request in Teams

Ask once. Get the work ready for review.

This is the kind of request your team could ask after we connect JAVLN. Horizon checks the agreed information alongside JAVLN Officetech and Microsoft 365, Multi-Quote, Policy and renewal workflow, Commission and compliance records and returns one useful result for review.

Microsoft Teams
JH
Jess H.8:41 AM
@Horizon a client email just landed. Work it through JAVLN and get the follow-up ready.
H
HorizonAPP8:41 AM
On it. Reading it now.
Client email read in Outlook✓
Renewal preparation summaries from JAVLN data✓
Claims triage with missing-info chasing✓
Reply drafted back to the client✓
Reply drafted in Outlook, held for your sign-off
JAVLNDone
OutlookDone
WinBEATConnected
Sunrise ExchangeConnected
Insurance AdvisernetConnected
Powered by AgileConnected
Keep JAVLN

JAVLN stays in place. Horizon connects the work around it.

The connector extends the software your team already knows. It does not replace JAVLN or present native product features as Horizon features.

JAVLN already provides

Build around JAVLN native capability

  • JAVLN Platform and Officetech
  • Multi-Quote
  • Renewals Management
  • AI client summaries and the published agentic roadmap
Horizon connects it to

The rest of your approved stack

  • Use approved JAVLN records from Teams, Copilot, Claude, or ChatGPT
  • Combine relevant records with Microsoft 365 and adjacent business systems
  • Prepare cited summaries, drafts, and checklists for a person to review
  • Keep permissions, audit context, and approval gates around every action
Questions worth asking

Use JAVLN without jumping between systems.

Ask in the AI tool your team already uses. Horizon checks only the approved JAVLN records and connected sources needed for that question.

01

Can we use approved inbound email and attachment data to prepare Multi-Quote inputs for broker review?

JAVLN + JAVLN Officetech and Microsoft 365
02

Can we classify approved client documents into the correct Officetech and Microsoft 365 location?

JAVLN + Multi-Quote
03

Can we combine approved policy lifecycle and client context into a reviewed renewal summary and letter draft?

JAVLN + Policy and renewal workflow
04

Can we surface approved commission, prescribed-securities, and compliance exceptions for responsible-person review?

JAVLN + Commission and compliance records
05

What is waiting in JAVLN because another system holds the missing context?

JAVLN + Microsoft 365
06

Which next actions can be prepared from approved JAVLN records for a person to review?

JAVLN + your AI tool
Safe first release

Confirm access. Then prove one useful connection.

JAVLN offers productised integrations, so any connection requires a vendor-approved integration path and confirmation of available records and actions.

  • 01 Confirm access. Confirm the approved JAVLN records, users, scopes, and connection path. JAVLN offers productised integrations, so any connection requires a vendor-approved integration path and confirmation of available records and actions.
  • 02 Choose one workflow. Select one high-value workflow, its connected systems, success measure, and human review point.
  • 03 Build and test. Test with approved sample records, verify permissions and citations, then plan a controlled rollout.
AI automation for insurance brokers AI integration services WinBEAT AI integration
Often paired with

Software we build JAVLN workflows alongside.

WinBEAT logoWinBEAT AI automationSunrise Exchange logoSunrise Exchange AI automationInsurance Advisernet logoInsurance Advisernet AI automationPowered by Agile logoPowered by Agile AI automation
Common questions

JAVLN AI integration, answered.

Can Horizon connect JAVLN to our AI tools?
Potentially. JAVLN offers productised integrations, so any connection requires a vendor-approved integration path and confirmation of available records and actions. Horizon first confirms the available records, permissions, and approved connection path.
Which AI tools can the workflow use?
The workflow can be designed for Microsoft Teams, Microsoft Copilot, Claude, ChatGPT, or a custom interface, subject to the client plan and security settings.
Does this replace what JAVLN already does?
No. JAVLN already provides client summaries and has published an agentic roadmap, while Horizon focuses on approved cross-system workflow. Horizon focuses on approved cross-system work around the product.
What should the first pilot cover?
Start with one repeatable workflow that has clear source records, a named reviewer, and a measurable reduction in manual handling.
How is access controlled?
Use least-privilege access, approved users and scopes, tenant controls, logging, and human approval before any consequential write or external send.
Can it work with our other systems?
That is the purpose of the pilot. Horizon confirms each adjacent system and connection path before defining the final workflow.
JAVLN integration session

Show us what you want JAVLN connected to.

We will confirm the access path, the systems in scope and the safest first workflow.

Book a JAVLN integration session
30 min with our Director. No sales rep, no follow-up.