Connect Insurance AI Workflows With Your Agency Management System

Bring AI-powered insurance automation closer to the systems your teams already use with flexible AMS integrations.

AMS Integrations

Insurance agencies depend on agency management systems to manage account, policy, client, and operational information. When data must be copied between an AMS and separate tools, teams can face duplicate entry, delays, and inconsistent records.

Exdion's AMS integrations are designed to connect AI-powered workflows with existing agency technology. The goal is to reduce unnecessary rekeying and help information move between systems more efficiently while keeping the AMS central to the agency's operating environment.

Data Insights & Analytics for Smart Decision-Making

Connected Workflows, Less Duplicate Data Entry

A modern agency technology stack should work as a connected ecosystem. Exdion supports integration patterns that can help synchronize relevant information between AI workflows and agency systems, allowing teams to automate work without creating another isolated data store.

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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.

Extend Your Existing Technology Investment

AMS integration helps brokerages introduce automation without abandoning the systems their teams already depend on. By connecting data and workflows, agencies can improve efficiency, reduce manual handoffs, and create a more consistent operating experience.

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How Exdion AMS Integrations Work

Relevant account and policy information can flow between the agency management environment and Exdion's supported workflows. Integration rules determine what information is exchanged and when. Depending on the use case and connector, data can support automated processing, analysis, updates, and workflow completion.

Talk to Exdion about connecting AI automation with your agency management system.

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.”