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Powered by Agile logo Powered by AgileInsurance broking software

AI automation inside Powered by Agile.

Help licensed insurance teams retrieve product requirements, prepare quotes and review policy creation from one place.

Information checklist

An illustrative Microsoft Teams thread for Powered by Agile: Dan F. asks, Horizon works through Powered by Agile and Microsoft Teams, and returns: A clear product and information checklist.
Powered by Agile · Insurance broking
DF Dan F.8:41 AM @Horizon, show me the required questions and current product details for this proposed cover.
HorizonAPP8:41 AMOn it. Checking Powered by Agile now.Product checked in Powered by AgileCross-checked and compiled into one list
A clear product and information checklist.

Draft a quote

An illustrative Microsoft Teams thread for Powered by Agile: Sarah L. asks, Horizon works through Powered by Agile and Microsoft Teams, holds every change for review, and returns: A checked quote ready for licensed review.
Powered by Agile · Insurance broking
SL Sarah L.9:12 AM @Horizon, prepare a quote from the approved risk details and show me the price, terms and missing answers.
HorizonAPP9:12 AMOn it. You approve before anything is saved.The approved details read from this threadMissing items listed for follow-upDraft quote prepared for Powered by AgilePrice, terms and missing answers shown to you firstNothing saved in Powered by Agile until you approve
A checked quote ready for licensed review.

Policy-creation action held

An illustrative Microsoft Teams thread for Powered by Agile: Tom W. asks, Horizon works through Powered by Agile and Microsoft Teams, holds every change for review, and returns: A policy-creation action held until every bind condition is met.
Powered by Agile · Insurance broking
TW Tom W.11:26 AM @Horizon, retrieve this quote and prepare policy creation, but hold it until the buyer has read and agreed, payment is valid, any underwriter authorisation is complete, and a licensed person approves.
HorizonAPP11:26 AMOn it. You approve before anything is created.Quote checked in Powered by AgileDraft policy prepared for Powered by AgileNothing created in Powered by Agile until you approve
A policy-creation action held until every bind condition is met.
The connection

How does Horizon actually get into Powered by Agile?

Horizon connects through Powered by Agile's official API. Your team approves which records Horizon can use and what it may prepare before the build starts.

Microsoft TeamsYour team asks here
The official doorwayYour organisation approves access 01Seeapproved records02Prepareyour approval first03Startagreed trigger or schedule
Powered by AgileYour approved records
01 · See

What Horizon can see

Available insurance products, required risk questions, pricing, quote status and issued policy details.

02 · Prepare

What Horizon can prepare

Horizon shows your team new or updated quotes for licensed staff review, with policy creation held until every documented bind condition is satisfied.

03 · Start

How work can start

Horizon checks the partner's approved products, quotes and policies on a schedule or when licensed staff ask for the latest position.

What we confirmed about the Powered by Agile connection

  • Agile grants access partner by partner and decides which insurance products each connection can use.
  • A full testing environment is available, so quote and policy flows can be proven without creating real cover.
  • Policy creation stays blocked until the buyer accepts the documents, payment is valid, any required underwriter authorisation is complete and a licensed person approves.
  • Suitability, advice and disclosure obligations remain with the broker or insurer.

Checked against official Powered by Agile information on .

Day to day

Use Powered by Agile from one place.

Powered by Agile stays in place as the software your team already uses. Your team asks in Teams, Copilot, Claude or ChatGPT, and Horizon answers with only the approved records that request needs.

We connect one workflow first, prove it with your team on real review steps, then expand.

Broker8:42 AM “Show me the required questions and current product details for this proposed cover.” A clear product and information checklist.
Account manager11:18 AM “Prepare a quote from the approved risk details and show me the price, terms and missing answers.” A checked quote ready for licensed review.
Claims manager3:06 PM “Retrieve this quote and prepare policy creation, but hold it until the buyer has read and agreed, payment is valid, any underwriter authorisation is complete, and a licensed person approves.” A policy-creation action held until every bind condition is met.
Common questions

Using Horizon with Powered by Agile, answered.

What could our team ask Horizon to do with Powered by Agile?
Help licensed insurance teams retrieve product requirements, prepare quotes and review policy creation from one place. Typical results include a clear product and information checklist, a checked quote ready for licensed review, and a policy-creation action held until every bind condition is met.
Can our team use Powered by Agile from Microsoft Teams?
Yes, after the agreed access is approved. Your team asks Horizon in Teams, Horizon checks the approved Powered by Agile information and connected systems, then returns the answer or proposed action for review.
Can Horizon use Powered by Agile with Outlook, SharePoint or our other software?
Yes. We design one workflow around Powered by Agile and the other approved systems your team relies on, so the result can use the relevant information without staff opening each system separately.
Can Horizon prepare changes in Powered by Agile, not just answer questions?
Yes, where Powered by Agile supports the agreed action. Horizon prepares the change, shows it to the right person and applies it only under the permissions and review rules agreed for the workflow.
What would we start with in Powered by Agile?
We start with one useful, controlled request such as: @Horizon, show me the required questions and current product details for this proposed cover. The first version stays narrow enough to test with real staff and real review steps.
What access is needed before work starts?
Agile grants partner-specific access and product permissions. Binding stays blocked until the buyer, payment, underwriter and licensed approval checks are complete.
Does Horizon replace Powered by Agile?
No. Powered by Agile remains the system your team uses. Horizon connects only the approved data and actions needed for the agreed workflow.
How does Horizon keep the Powered by Agile workflow safe?
We agree exactly which records, people and actions are in scope. We test one limited workflow with approved examples, keep important changes behind human review and expand only after the pilot is working properly.
The audit costs nothing

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