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AI automation inside Novidea.

Keep Novidea. 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
Guidewire logoGuidewireCoverGo logoCoverGoInsuredHQ logoInsuredHQPowered by Agile logoPowered by AgileOutlook logoOutlookMicrosoft Teams logoMicrosoft Teams
Product in action

One email in. Filed, tasked and answered.

AI automation for Novidea means reviewed AI agents working inside Novidea: filing documents to the right client, raising the task and drafting the reply. It works through Novidea's own Salesforce, Open API framework and Submissions. Your data stays in Novidea.

Microsoft Teams
JH
Jess H.8:41 AM
@Horizon a client email just landed. Work it through Novidea and get the follow-up ready.
H
HorizonAPP8:41 AM
On it. Reading it now.
Client email read in Outlook✓
Renewal pipeline summaries by client and policy✓
Submission and placement status briefing drafts✓
Reply drafted back to the client✓
Reply drafted in Outlook, held for your sign-off
NovideaDone
OutlookDone
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InsuredHQConnected
Powered by AgileConnected
JAVLNConnected
Explore connected software
First workflows

First workflows worth automating in Novidea.

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

  • 01 Renewal pipeline summaries by client and policy
  • 02 Submission and placement status briefing drafts
  • 03 Client service request triage across systems
  • 04 Claims and policy handover notes for teams
  • 05 Operational exception reports for managers
Product-specific AI

AI workflows that speak Novidea's language.

A broker team can combine submission, placement, policy and renewal status with Microsoft 365 evidence, then receive a linked exception brief for review.

Access first

Novidea confirms an open API framework on Salesforce, but complete endpoints are not public. Customer configuration, Salesforce permissions and vendor access must be assessed. Check the official integration documentation.

Novidea modules we work inside
SalesforceOpen API frameworkSubmissionsPlacementsRenewals
Often paired with

Software we build Novidea workflows alongside.

Guidewire logoGuidewire AI automationInsuredHQ logoInsuredHQ AI automationPowered by Agile logoPowered by Agile AI automationJAVLN logoJAVLN AI automationOutlook logoOutlook AI automation
Where to next

Novidea 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

Novidea AI automation, answered.

Can AI handle renewal pipeline summaries by client and policy in Novidea?
Yes - this is one of the first Novidea workflows Horizon AI builds. An AI agent watches for the trigger inside Novidea, drafts the renewal pipeline summaries by client and policy, 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 Novidea features like Salesforce and Open API framework?
It works alongside them. Horizon AI builds against Novidea's own capabilities - Salesforce, Open API framework, Submissions, Placements - 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 Novidea?
Novidea confirms an open API framework on Salesforce, but complete endpoints are not public. Customer configuration, Salesforce permissions and vendor access must be assessed.
Does Horizon AI replace Novidea?
No. Novidea 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 Novidea.
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 Novidea.

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

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