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Powered by Agile logo Powered by AgileInsurance broking software

AI automation inside Powered by Agile.

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

Live in 1 to 4 weeks.
Product in action

One email in. Filed, tasked and answered.

AI automation for Powered by Agile means reviewed AI agents working inside Powered by Agile: filing documents to the right client, raising the task and drafting the reply. It works through Powered by Agile's own Quote and bind, REST API and Sandbox. Your data stays in Powered by Agile.

Microsoft Teams
JH
Jess H.8:41 AM
@Horizon a client email just landed. Work it through Powered by Agile and get the follow-up ready.
H
HorizonAPP8:41 AM
On it. Reading it now.
Client email read in Outlook
Quote and application exception triage
Policy servicing request summaries for review
Reply drafted back to the client
Reply drafted in Outlook, held for your sign-off
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First workflows

First workflows worth automating in Powered by Agile.

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

  • 01 Quote and application exception triage
  • 02 Policy servicing request summaries for review
  • 03 Distribution partner status update drafts
  • 04 Missing application information follow-up
  • 05 Product workflow monitoring and operations alerts
Product-specific AI

AI workflows that speak Powered by Agile's language.

An authorised broker workflow can move approved quote and bind data into the broking system, file policy documents and prepare servicing or renewal handoffs.

Access first

Access is for licensed Australian or New Zealand brokers after vendor onboarding. Powered by Agile documents a REST API, sandbox and webhooks for approved users. Check the official integration documentation.

Powered by Agile modules we work inside
Quote and bindREST APISandboxWebhooksBordereaux
Common questions

Powered by Agile AI automation, answered.

Can AI handle quote and application exception triage in Powered by Agile?
Yes - this is one of the first Powered by Agile workflows Horizon AI builds. An AI agent watches for the trigger inside Powered by Agile, drafts the quote and application exception triage, 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 Powered by Agile features like Quote and bind and REST API?
It works alongside them. Horizon AI builds against Powered by Agile's own capabilities - Quote and bind, REST API, Sandbox, Webhooks - 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 Powered by Agile?
Access is for licensed Australian or New Zealand brokers after vendor onboarding. Powered by Agile documents a REST API, sandbox and webhooks for approved users.
Does Horizon AI replace Powered by Agile?
No. Powered by Agile 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 Powered by Agile.
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

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