Comparison with Outsourcing and Other Technology Platforms

Overwhelmed by all the options out there? While some solutions may appear cheaper, faster, or more polished, the real difference lies in the fundamentals that deliver comprehensive E&O mitigation. Tell us who you are evaluating, and we will show you exactly how Exdion stands apart.

Data Models

Depth of Review
Competition (Template-Based Models)
Exdion (Data-Driven Dynamic Model)

Model Type

Template-based –  requires creating and maintaining new templates for each carrier or format.

Data-point–driven approach built at the question level; fully carrier-agnostic.
Coverage Limitation

Limited to specific lines of business (typically up to 30), with quicker turnarounds for only a few top lines.

All lines of business without any exceptions
Document Handling

Fails or times out with lengthy, multi-page PDFs

No page limitations; supports large, complex documents and is hyper-scalable.
Data Points Coverage

Checks only predefined coverages and deductibles — new or unique coverages may be missed

Dynamic identification and validation of all coverages, limits, and deductibles present in the document
Source Document Comparison

Performs side-by-side checks only for predefined data points

Dynamically compares all available data points across multiple source documents
Scalability and Adaptability

Requires frequent template updates and reconfiguration for new carriers or formats

Fully scalable and adaptable to any carrier, policy type, or document format without template dependency

Comprehensiveness

Depth of Review
Competition (Limited Solutions)
Exdion (Across the board)

Lines of Business

Limited in scope; most solutions top it off at 30 lines of business.

We address EVERY line of business out there without any limitation
Personal And Commercial Lines

Some outsourcing and AI offerings are restricted to commercial lines, while many technology platforms support only personal lines or limited download capabilities.

We comprehensively address Commercial and Personal Lines, and seamlessly check EVERY policy.
Document Variety

Limited in scope; cannot handle all document combinations, many limited to automatic renewals or can compare to only one or 2 documents

Unlimited document options – current and prior term policies, any number of endorsements, schedules, binders, quotes, agency proposals, applications, AMS summaries, etc
Quality Assurance

AI solutions let you audit the AI outputs and figure things out; Outsourcing companies give you the option to choose between AI only or AI + human review

Every policy is checked and backed by the Exdion Quality Guarantee — trusted by 6 of the Top 15 brokers and over 3,000 AMs and CSRs

Deployment and Pricing Models

Dimension
Competition (Outsourcing and other AI solutions)
Exdion (Outcomes that matter)

Setup

Requires setup, including defining lines of business, top carriers, and existing SOPs.

Ready today out of the box, ZERO set up needed
Integration

Outsourcing companies manually access your AMS to pull documents; you drop into most other AI platforms

Seamlessly integrates with leading AMS platforms and aligns with your workflows — no change or additional training required.
Models

FTE pricing, platform fees, user licensing, per page and per document pricing can balloon your costs

Always transparent per policy pricing models

Solution Variants and Security

Dimension
Competition (Outsourcing and other AI solutions)
Exdion (Outcomes that matter)

Variants

AI-only, AI-plus-human-review, and self-service models — often requiring your CSRs and AMs to act as AI testers.

2 simple variants – CSR PRO and CSR PLUS.
Same level of depth, same quality assurance, just priced differently (learn more)
What more?

Most solutions stop at policy checking and fail to extend beyond it.

Exdion goes further — wrapping policy checking with one-click endorsement and cover letter automation.
Data Security

Outsourcing companies have access to your data and data may not reside locally in the US. Information security practices and certifications vary

All client data resides within the U.S. Exdion is ISO 27001, SOC 2 Type I, and HIPAA certified — ensuring the highest standards of data security.

PRO vs PLUS

Feature
CSR PLUS
CSR PRO

Unlimited Agency users

Yes

Yes
Ideal fit for
  • Mid-market to large and national accounts
  • Marketed renewals
  • Policies with claims
  • Small Commercial Policies
  • Personal Lines
  • Monoline policies
  • Incumbent renewals
Commercial Lines

All LOB – E&O gold standard - 31 checkpoints

All LOB – E&O gold standard - 31 checkpoints
Personal Lines

All LOB – E&O gold standard – 20 checkpoints

All LOB – E&O gold standard - 20 checkpoints
Secure portal access - self service

Yes

Yes
Special Policies

E&S, Layered et al

E&S, Layered et al
Easy-to-use checklist with an X-ray view for side-by-side, multi-document comparison.

Yes

Yes
AMS Integration

Yes

Yes
EyeQ - conversational intelligence

Yes

No
One-click Endorsement and cover letter generation

Yes

No*
Exclusions

Yes

No*
Forms Compare

Yes

No*

* Add-on services; upgrade required

Data Models

Competition (Template-Based Models)
Exdion (Data-Driven Dynamic Model)

Model Type

Template-based – requires creating and maintaining new templates for each carrier or format.

Data-point–driven approach built at the question level; fully carrier-agnostic.

Coverage Limitation

Limited to specific lines of business (typically up to 30), with quicker turnarounds for only a few top lines.

All lines of business without any exceptions

Document Handling

Fails or times out with lengthy, multi-page PDFs

No page limitations; supports large, complex documents and is hyper-scalable.

Data Points Coverage

Checks only predefined coverages and deductibles — new or unique coverages may be missed

Dynamic identification and validation of all coverages, limits, and deductibles present in the document

Source Document Comparison

Performs side-by-side checks only for predefined data points

Dynamically compares all available data points across multiple source documents

Comprehensiveness

Competition (Limited Solutions)
Exdion (Across the Board)

Lines of Business

Limited in scope; most solutions top it off at 30 lines of business.

We address EVERY line of business out there without any limitation.

Personal And Commercial Lines

Some outsourcing and AI offerings are restricted to commercial lines, while many platforms support only personal lines.

We comprehensively address Commercial and Personal Lines and seamlessly check EVERY policy.

Document Variety

Cannot handle all combinations; many are limited to renewals or one-or-two-document comparisons.

Unlimited: policies, endorsements, quotes, applications, AMS summaries, schedules, binders, and more.

Quality Assurance

AI-only or AI + human review; quality varies and relies on manual validation.

Every policy backed by Exdion’s Quality Guarantee — trusted by top brokers nationwide.

Deployment and Pricing Models

Competition (Outsourcing and other AI solutions)
Exdion (Outcomes that matter)

Setup

Requires setup, including defining lines of business, top carriers, and existing SOPs.

Ready today out of the box, ZERO setup needed.

Integration

Outsourcing companies manually access your AMS to pull documents; you drop into most other AI platforms.

Seamlessly integrates with leading AMS platforms and aligns with your workflows — no change or additional training required.

Models

FTE pricing, platform fees, user licensing, per page and per document pricing can balloon your costs.

Always transparent per policy pricing models.

Solution Variants and Security

Competition (Outsourcing and other AI solutions)
Exdion (Outcomes that matter)

Variants

AI-only, AI-plus-human-review, and self-service models — often requiring your CSRs and AMs to act as AI testers.

2 simple variants – CSR PRO and CSR PLUS. Same level of depth, same quality assurance, just priced differently (learn more)

What more?

Most solutions stop at policy checking and fail to extend beyond it.

Exdion goes further — wrapping policy checking with one-click endorsement and cover letter automation.

Data Security

Outsourcing companies have access to your data and data may not reside locally in the US. Information security practices and certifications vary.

All client data resides within the U.S. Exdion is ISO 27001, SOC 2 Type I, and HIPAA certified — ensuring the highest standards of data security.

PRO vs PLUS

CSR PLUS
CSR PRO

Unlimited Agency Users

Yes

Yes

Ideal Fit For
  • Mid-market to large and national accounts
  • Marketed renewals
  • Policies with claims
  • Small Commercial Policies
  • Personal Lines
  • Monoline policies
  • Incumbent renewals

Commercial Lines

All LOB – E&O gold standard – 31 checkpoints

All LOB – E&O gold standard – 31 checkpoints

Personal Lines

All LOB – E&O gold standard – 20 checkpoints

All LOB – E&O gold standard – 20 checkpoints

Secure Portal Access (Self Service)

Yes

Yes

Special Policies

E&S, Layered et al

E&S, Layered et al

Easy-to-use Checklist

Yes

Yes

AMS Integration

Yes

Yes

EyeQ (Conversational Intelligence)

Yes

No

One-Click Endorsement & Cover Letter

Yes

No*

Exclusions

Yes

No*

Forms Compare

Yes

No*

 

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