OXCEL AI

Guide to Using Horizon 2 for Brokers

Step-by-Step Guide: Submitting Applications in Horizon 2 (Asset Loan only)

Horizon2 Module 1: Navigation

Horizon2 Module 4: Creating a New Application

Horizon2 Module 10: My Tasks

Horizon2 Module 2: Home and Dashboard

Horizon2 Module 3: Leads

Horizon2 Module 5: Electronic Submissions

Horizon2 Module 6: Quote Comparison Tool

Horizon2 Module 7: Variations between applications

Horizon2 Module 8: Commissions and Fees

Horizon2 Module 9: Stand Alone Insurance Policy

Horizon2 Module 11: User Menu

Horizon 2

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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