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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.

Live in 1 to 4 weeks.
Product in action

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.

Microsoft Teams
JH
Jess H.8:41 AM
@Horizon a client email just landed. Work it through Sunrise Exchange and get the follow-up ready.
H
HorizonAPP8:41 AM
On it. Reading it now.
Client email read in Outlook
Quote triage and comparison summaries
Submission completeness chasing
Reply drafted back to the client
Reply drafted in Outlook, held for your sign-off
Sunrise ExchangeDone
OutlookDone
WinBEATConnected
JAVLNConnected
Insurance AdvisernetConnected
Explore connected software
First workflows

First 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
Product-specific AI

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.

Sunrise Exchange modules we work inside
Sunrise Exchange real-time electronic trading platformSunrise Online QuotingiCloseendorsements/renewals/cancellations/lapses workflow
Other Sunrise Exchange specialists in Australia
  • WinBEAT / WinBEAT NEXT
  • CBS / eGlobal / Evolution

We are the AI layer on top of what they set up, not another Sunrise Exchange implementer.

Often paired with

Software we build Sunrise Exchange workflows alongside.

Common questions

Sunrise Exchange AI automation, answered.

Can AI handle quote triage and comparison summaries in Sunrise Exchange?
Potentially. We first confirm what Sunrise Exchange can safely make available, map the trigger and review point, and test the workflow with approved examples. Horizon can then prepare a review-ready result for a person before anything is sent or posted. Your team keeps the approval.
Does the AI work with Sunrise Exchange features like Sunrise Exchange real-time electronic trading platform and Sunrise Online Quoting?
The workflow can be designed around Sunrise Exchange real-time electronic trading platform, Sunrise Online Quoting, iClose, endorsements/renewals/cancellations/lapses workflow, but a product description alone does not prove direct access. We first confirm what your Sunrise Exchange setup can safely make available. If a supported connection is unavailable, the first workflow can use approved exports or information already reaching another system. For context, 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.
Can Horizon AI integrate with Sunrise Exchange?
Potentially. We first confirm the supported access available in your Sunrise Exchange setup. Depending on the provider and subscription, a safe first workflow might use an approved connection, an export or information already reaching another system. We agree the exact boundaries before any build.
Does Horizon AI replace Sunrise Exchange?
No. Sunrise Exchange remains the system your team uses. Horizon is designed around one approved workflow using whatever supported access or export is confirmed, and your team reviews every important result.
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 applies this test to your team, checks the available access and safeguards, and identifies a useful first workflow.
The audit costs nothing

Put AI to work inside Sunrise Exchange.

Tell us the Sunrise Exchange job you would rather not do yourself.

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