AI today powers countless processes across the world—automating, analyzing, and accelerating work for creators and producers, those who design, code, or configure systems to drive efficiency.
With EyeQ, the focus shifts from the creator to the user—extending the benefits to those who consume AI-driven insights in real time. It’s not just about generating outputs—it’s about how those outputs are consumed and applied.
CSRs and Account Executives can now directly interact with AI-powered deliverables, transforming information into actionable intelligence. In this way, AI is no longer a back-end tool for creators—it becomes a front-line enabler for people making smarter decisions every day. EyeQ moves AI from the back office to the front line.
From Insight to Intelligent Action
Exdion EyeQ is the agentic AI solution agencies and brokers have been waiting for. Built for CSRs, Account Executives, and Producers, EyeQ sits at the heart of Exdion’s Policy Lifecycle Management Platform, transforming policy review from a time-consuming chore into an intelligent, guided experience.
The platform covers everything from policy checking and quote comparisons to renewals, endorsements, exclusions, and compliance management. EyeQ takes this a step further—thinking, reasoning, and responding like an intelligent assistant that supports every stage of the policy journey.
It delivers structured, actionable outputs like interactive summaries and variance highlights, going well beyond static conversational AI tools—highlighting its breakthrough approach to agentic, task-level automation.
Action-Oriented Application: Automating the Endorsement Journey
EyeQ doesn’t just identify variances—it acts on them. Through deep integration with agency systems like EPIC, and email applications like Outlook, EyeQ transforms endorsement handling into a fully automated, end-to-end workflow.
Here’s how EyeQ simplifies and accelerates the endorsement process:
- State the Need:
Simply say or type your endorsement request. - Endorsement Request Management:
Allows users to automatically generate Change Endorsement or ACORD Endorsement forms, with the flexibility to review and edit details before finalizing - Auto-Generated Cover Letter:
Automatically generates a professional cover letter summarizing the requested endorsement changes, ready for review and dispatch. - Outlook Integration:
Seamlessly integrates with Outlook, enabling users to attach change forms and letters directly to an email or download them from the application. - Email Process Automation:
Supports both shared and individual mailboxes to fully automate the email communication process. - EPIC Integration:
Connects directly with EPIC to log all related activities, create activity records, and automatically attach all relevant documents - Next Action:
Assign internally or send directly to carrier partners—all from within EyeQ.
Every step is tracked and logged automatically in EPIC, ensuring audit-ready documentation and eliminating the manual steps that slow teams down.
Efficiency That Compounds
With EyeQ, Excel sheets and manual checklists are things of the past. Complex policies, endorsements, and renewals are now resolved through simple, conversational interactions.
Unlike traditional automation tools that only process data, EyeQ connects insight with action—allowing CSRs and Account Executives to interact naturally with policies, see what matters instantly, and complete entire workflows within minutes.
That’s not just intelligent automation—it’s EyeQ delivering measurable impact, saving up to:
- 96% time compared to outsourcing
- 75% time compared to in-house processing
Already, more than 3,000 CSRs at large and mid-sized brokers use Exdion’s policy lifecycle solutions every day—reducing costs, enhancing revenue, and minimizing E&O risk. Six of the world’s top 15 brokers now rely on Exdion to streamline policy operations.
EyeQ in Action: AI That Thinks, Acts, and Delivers
At its core, EyeQ guides users through every step of the policy lifecycle using a natural conversational interface. A smart summary displays coverage sections with variance counts, helping teams focus where it matters.
With features like X-Ray validation, users can open source document pages instantly to confirm variances and trigger one-click endorsement requests. From limits to deductibles to exposures—any difference becomes a decision point, not a bottleneck.
EyeQ transforms policy review from a mechanical, manual process into an intelligent, responsive experience—where insight and action happen in the same window.
It’s not just automation—it’s AI in motion, amplifying human intelligence at the point of decision.
To discover how Exdion EyeQ transforms insight into action, book your demo now:
Exdion EyeQ – The Policy AI You Can Actually Talk To - ExdionInsurance
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