Renewal preparation summaries with policy context
Designed around a clear trigger inside WinBEAT, a reviewed AI draft and a measurable reduction in admin time.
WinBEATtoReview
Software
Insurance broking software
AI automation for WinBEAT.
WinBEAT is Ebix's broking platform used by many Australian general insurance broker practices. Horizon AI builds reviewed AI workflows that sit inside WinBEAT, layered onto how your team already works.
Free 30-minute discovery call. No obligation.
WI
WinBEAT
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 WinBEAT
AI workflows that speak WinBEAT's language.
Below are the actual product modules, features and ecosystem partners WinBEAT uses - the AI layer Horizon AI builds slots into these, not around them.
Sit alongside WinBEAT and WinBEAT NEXT to take admin off broker staff: reconcile Sunrise Exchange transactions against the WinBEAT ledger, chase outstanding premium funding signatures with Macquarie or Attvest, draft renewal letters from policy data, and triage iClose enquiries into broker queues. Keep Trust accounting compliance evidence on rails without forcing brokers to re-key into Background Funding workflows.
By the numbers. Ebix Australia states 70% of Australian insurance intermediaries use WinBEAT, alongside over 70% of Steadfast Members.
WinBEAT modules and features we work inside
WinBEAT 4.4WinBEAT NEXTSunrise Exchange integrationiClose e-commerceBackground Funding moduleTrust accounting
Other WinBEAT implementation specialists in Australia
- Sunrise Exchange
- Macquarie Premium Funding
Horizon AI sits alongside these specialists - not as another implementer of WinBEAT itself, but as the AI workflow layer that runs on top of what they (or you) have already set up.
WinBEAT AI workflows
First workflows worth automating in WinBEAT.
Each workflow has a defined trigger inside WinBEAT, a reviewed AI step and a measurable change in how the team spends its week.
Claims notification triage and missing-info chasing
Designed around a clear trigger inside WinBEAT, a reviewed AI draft and a measurable reduction in admin time.
WinBEATtoReview
Policy document summarisation for client updates
Designed around a clear trigger inside WinBEAT, a reviewed AI draft and a measurable reduction in admin time.
WinBEATtoReview
Renewal follow-up drafts with cover comparison
Designed around a clear trigger inside WinBEAT, a reviewed AI draft and a measurable reduction in admin time.
WinBEATtoReview
Broker note drafts from email and call activity
Designed around a clear trigger inside WinBEAT, a reviewed AI draft and a measurable reduction in admin time.
WinBEATtoReview
How the integration works
AI inside WinBEAT, not bolted on top.
Horizon AI uses WinBEAT'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 WinBEAT 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
WinBEATSource
Reviewed draftReview gate
WinBEATAction
- AI Summary drafted review
- OK WinBEAT update prepared queued
Often paired with
Software we build WinBEAT workflows alongside.
Best fit for
WinBEAT sits at the centre of insurance broking teams.
If you run insurance broking on WinBEAT, the sector landing page covers the full software stack we build around.
Common questions
WinBEAT AI automation, answered.
Can Horizon AI integrate with WinBEAT?
In most cases yes. WinBEAT 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 WinBEAT?
No. WinBEAT 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 WinBEAT.
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 WinBEAT?
Tell us the WinBEAT workflow you want to improve first. We will map the cleanest implementation path on a free 30-minute call.