Quote triage and comparison summaries
Designed around a clear trigger inside Sunrise Exchange, a reviewed AI draft and a measurable reduction in admin time.
Sunrise ExchangetoReview
Software
Insurance broking software
AI automation for Sunrise Exchange.
Sunrise Exchange is the major SME insurance placement platform used by Australian brokers across Steadfast and IBNA networks. Horizon AI builds reviewed AI workflows that sit inside Sunrise Exchange, layered onto how your team already works.
Free 30-minute discovery call. No obligation.
SU
Sunrise Exchange
Insurance broking
- Faster renewal follow-up and policy summaries
- Cleaner claims triage and missing-info chasing
- Reviewed AI drafts for client updates
- Broker review retained on every send
How AI fits in Sunrise Exchange
AI workflows that speak Sunrise Exchange's language.
Below are the actual product modules, features and ecosystem partners Sunrise Exchange uses - the AI layer Horizon AI builds slots into these, not around them.
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.
Sunrise Exchange modules and features we work inside
Sunrise Exchange real-time electronic trading platformSunrise Online QuotingiCloseendorsements/renewals/cancellations/lapses workflow
Other Sunrise Exchange implementation specialists in Australia
- WinBEAT / WinBEAT NEXT
- CBS / eGlobal / Evolution
Horizon AI sits alongside these specialists - not as another implementer of Sunrise Exchange itself, but as the AI workflow layer that runs on top of what they (or you) have already set up.
Sunrise Exchange AI workflows
First workflows worth automating in Sunrise Exchange.
Each workflow has a defined trigger inside Sunrise Exchange, a reviewed AI step and a measurable change in how the team spends its week.
Submission completeness chasing
Designed around a clear trigger inside Sunrise Exchange, a reviewed AI draft and a measurable reduction in admin time.
Sunrise ExchangetoReview
Quote and binding decision drafts for broker review
Designed around a clear trigger inside Sunrise Exchange, a reviewed AI draft and a measurable reduction in admin time.
Sunrise ExchangetoReview
Renewal package summaries for clients
Designed around a clear trigger inside Sunrise Exchange, a reviewed AI draft and a measurable reduction in admin time.
Sunrise ExchangetoReview
Anomaly flags on quote vs broker file
Designed around a clear trigger inside Sunrise Exchange, a reviewed AI draft and a measurable reduction in admin time.
Sunrise ExchangetoReview
How the integration works
AI inside Sunrise Exchange, not bolted on top.
Horizon AI uses Sunrise Exchange's supported integrations or direct exports, scoped to the broking team's authorised data and the renewal or claims books in play.
Horizon AI scopes one narrow workflow first, builds it with the access boundaries your team is comfortable with, and hands over an operating runbook so the AI step is reviewable and replaceable.
- AI integration services – wire Sunrise Exchange into Horizon-built workflows
- AI implementation services – scope, build, test and hand over the workflow
- AI workflow audit – review what should be automated first
workflow.liveLive
Sunrise ExchangeSource
Reviewed draftReview gate
Sunrise ExchangeAction
- AI Summary drafted review
- OK Sunrise Exchange update prepared queued
Often paired with
Software we build Sunrise Exchange workflows alongside.
Best fit for
Sunrise Exchange sits at the centre of insurance broking teams.
If you run insurance broking on Sunrise Exchange, the sector landing page covers the full software stack we build around.
Common questions
Sunrise Exchange AI automation, answered.
Can Horizon AI integrate with Sunrise Exchange?
In most cases yes. Sunrise Exchange exposes supported integration paths that Horizon AI can build against. The exact integration depth depends on your subscription tier, the user roles available and the data each workflow needs.
Does Horizon AI replace Sunrise Exchange?
No. Sunrise Exchange 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 Sunrise Exchange.
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.
Ready to layer AI inside Sunrise Exchange?
Tell us the Sunrise Exchange workflow you want to improve first. We will map the cleanest implementation path on a free 30-minute call.