Sunrise ExchangeInsurance broking software
AI automation inside Sunrise Exchange.
Keep Sunrise Exchange. We put AI to work inside it, filing, chasing and drafting alongside the rest of your stack.
One email in. Filed, tasked and answered.
AI automation for Sunrise Exchange means reviewed AI agents working inside Sunrise Exchange: filing documents to the right client, raising the task and drafting the reply. It works through Sunrise Exchange's own Sunrise Exchange real-time electronic trading platform, Sunrise Online Quoting and iClose. Your data stays in Sunrise Exchange.
Client email read in Outlook✓
Quote triage and comparison summaries✓
Submission completeness chasing✓
Reply drafted back to the client✓
Sunrise ExchangeDone
OutlookDone
WinBEATConnected
JAVLNConnectedFirst workflows worth automating in Sunrise Exchange.
Each one has a trigger inside Sunrise Exchange, a reviewed AI step, and a person on the approval.
- 01 Quote triage and comparison summaries
- 02 Submission completeness chasing
- 03 Quote and binding decision drafts for broker review
- 04 Renewal package summaries for clients
- 05 Anomaly flags on quote vs broker file
AI workflows that speak Sunrise Exchange's language.
Automate the broker-back-office admin that flows through Sunrise Exchange: reconcile new business and endorsement transactions against the broker management system, chase missing data on quotes before they're submitted, draft renewal correspondence from Sunrise responses, and triage lapses or cancellations into broker work queues. Slot between Sunrise and the WinBEAT/CBS ledger without disturbing the underwriter connection.
By the numbers. Sunrise Exchange is used by more than 95% of Australian insurance brokers and over 16 insurers across 40+ product classes, transacting in excess of $1.5 billion in gross written premiums annually.
- WinBEAT / WinBEAT NEXT
- CBS / eGlobal / Evolution
We are the AI layer on top of what they set up, not another Sunrise Exchange implementer.
Software we build Sunrise Exchange workflows alongside.
Sunrise Exchange sits at the centre of insurance broking teams.
AI automation for insurance brokers
The full insurance broking stack we work alongside.
ServiceAI integration services
Wire it into the rest of the stack.
ServiceAI implementation services
Scope, build, test, hand over.
ServiceAI workflow audit
Work out what to automate first.
ServiceAI automation services
Admin, follow-up, reporting, documents.
ServiceAI consulting services
Turn a vague AI mandate into a plan.
Sunrise Exchange AI automation, answered.
Can AI handle quote triage and comparison summaries in Sunrise Exchange?
Does the AI work with Sunrise Exchange features like Sunrise Exchange real-time electronic trading platform and Sunrise Online Quoting?
Can Horizon AI integrate with Sunrise Exchange?
Does Horizon AI replace Sunrise Exchange?
Which insurance broking workflow should we automate first?
Put AI to work inside Sunrise Exchange.
Tell us the Sunrise Exchange job you would rather not do yourself.


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