AI Proposal Builder for Faster, Client-Ready Insurance Proposals

Generate insurance proposals faster with AI-assisted content and structured information.

AI Proposal Builder

Creating insurance proposals can involve collecting information from multiple sources, formatting coverage details, preparing client-facing explanations, and checking that the final document is complete and consistent. Manual proposal preparation takes valuable producer and account-management time and can create unnecessary variation between submissions.

Exdion AI Proposal Builder helps insurance teams streamline proposal creation. By using AI to organize insurance information and support document generation, teams can move from raw policy and quote data to a professional proposal with less repetitive work.

Data Insights & Analytics for Smart Decision-Making

Turn Insurance Data Into Clear Client Communication

An insurance proposal should make coverage options understandable and decision-ready. Exdion helps bring relevant information into a structured proposal workflow so teams can spend more time refining the recommendation and less time formatting and re-entering information.

The solution supports new business and renewal workflows and can be adapted to brokerage-specific proposal requirements.

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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.

Create Better Proposals Without the Manual Burden

A streamlined proposal process helps producers respond faster and present information more consistently. By reducing repetitive preparation tasks, Exdion gives teams more time to focus on client conversations, coverage recommendations, and winning business.

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How the AI Proposal Builder Works

Relevant quote, policy, and account information is brought into the proposal workflow. Exdion organizes the information and uses configured templates and AI-assisted generation to create a structured proposal draft. Users review and refine the content before delivering the final client-ready document.

See how Exdion can help your team generate insurance proposals with AI.

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.”