AI Policy Check for Faster, More Accurate Policy Review

Automate policy checking, detect discrepancies, and help insurance teams reduce review effort and E&O exposure.

AI Policy Check

Policy checking is a critical quality-control activity for insurance brokerages, but manually reviewing long policy documents can consume significant account-management time. Exdion AI Policy Check uses insurance-focused AI to review policy documents against expected information, helping teams identify discrepancies and exceptions before they become client issues.

The solution is designed to support CSRs and account managers by taking on high-volume document analysis while keeping professionals involved in final decisions. It can help standardize policy review and bring potential issues to attention earlier.

Data Insights & Analytics for Smart Decision-Making

Automated Policy Analysis With Human Oversight

Exdion can analyze policy content, forms, limits, exclusions, and other relevant information against configured requirements or expected values. Instead of asking an account manager to search every page manually, the system helps surface areas that need attention.

This makes policy review more repeatable and gives teams a clearer process for handling discrepancies.

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Unique Features

Provides insights into key E&O related coverages & exclusions.
Helps in writing new business and growing existing clients.
Allows producers and account managers to quickly recognize potential risks on a policy.
Eliminates potential E&O risks that can come from non-recognition of risk by the broker.
Enables the broker to deliver the highest levels of risk advice including industry-specific and special risks.

Strengthen Quality Control and Reduce E&O Risk

Missed discrepancies can create rework, client dissatisfaction, and potential errors and omissions exposure. By helping teams identify exceptions earlier, Exdion supports a more consistent quality-control process. Account managers can spend less time searching documents and more time resolving the issues that matter.

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How Exdion AI Policy Check Works

Policy documents enter the review workflow and are analyzed by Exdion's AI engine. Relevant information is extracted and evaluated against the defined checking criteria. Potential discrepancies are surfaced for human review, allowing the account team to validate the finding and take the appropriate action before the policy moves forward.

See how AI-powered policy checking can strengthen your brokerage's quality process.

Client Testimonials - Decision Drivers

“We were used to manually checking policies and with our rapid growth, we were concerned that we might be limiting ourselves. Policy checking is time consuming and can impact our teammates’ ability to invest time in our customers. We were searching for a technology solution to both free up our team and reduce the potential of errors and omissions.” He explained that “After considering various options, Exdion Policy Check, was clearly the best solution due to the fast turn-around time, ease of use, time savings on the back end and the degree of accuracy that we demand. Now, our team can focus better on our clients and other custom-tailored solutions we offer to them.”

Jason Vandeberghe

Profit Center Leader at Brown & Brown of Michigan

“It was a fairly easy decision for us. Policy checking was always a heavy process that took a lot of time away from our quality control team. As an agency, we pride ourselves on our processes and place emphasis on delivering a superior customer experience. With ExdionPOD, we expect to significantly cut down the time taken to check policies and also extract costs savings and efficiency.”

Cody Mast

Commercial Operations Manager at Hummel

“We are very excited to work with the team at ExdionPOD. We have been heavily investing in technology over the last four years. One of our key areas of focus is to automate but only where it makes sense, which for us is defined by enabling our team to more efficiently, effectively, and individually service our clients and customers. ExdionPOD makes perfect sense. By using the platform, we will be able to re-allocate time away from manual document processing and into time spent enhancing our relationships with and properly advising our clients. ExdionPOD enables us to continue to raise the standard for the high-quality services we provide.”

Judson Norton

Managing Principal at Erwin

“At Iroquois, our focus is on providing value to our member agencies. ExdionPOD is a powerful platform that significantly cuts down the time required to check policies. In the current context, this allows agencies to refocus their energies on client relationships and risk advisory roles.”

Charlie Venus

VP Middle market, and Specialty at Iroquois Group

“Our operations teams were looking to improve efficiency in the policy checking process and we knew that it had to be done through technology. After reviewing multiple other technologies and solutions in the market, we chose ExdionPOD. We find that ExdionPOD is a reliable solution that can bring in tangible cost savings and efficiency improvements to our organization.”