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
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Comprehensiveness
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Deployment and Pricing Models
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Solution Variants and Security
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Same level of depth, same quality assurance, just priced differently (learn more)
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PRO vs PLUS
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- Mid-market to large and national accounts
- Marketed renewals
- Policies with claims
- Small Commercial Policies
- Personal Lines
- Monoline policies
- Incumbent renewals
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* Add-on services; upgrade required
Data Models
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.
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
Fails or times out with lengthy, multi-page PDFs
No page limitations; supports large, complex documents and is hyper-scalable.
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
Performs side-by-side checks only for predefined data points
Dynamically compares all available data points across multiple source documents
Comprehensiveness
Limited in scope; most solutions top it off at 30 lines of business.
We address EVERY line of business out there without any limitation.
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.
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.
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
Requires setup, including defining lines of business, top carriers, and existing SOPs.
Ready today out of the box, ZERO setup needed.
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.
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
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)
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.
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
Yes
Yes
- Mid-market to large and national accounts
- Marketed renewals
- Policies with claims
- Small Commercial Policies
- Personal Lines
- Monoline policies
- Incumbent renewals
All LOB – E&O gold standard – 31 checkpoints
All LOB – E&O gold standard – 31 checkpoints
All LOB – E&O gold standard – 20 checkpoints
All LOB – E&O gold standard – 20 checkpoints
Yes
Yes
E&S, Layered et al
E&S, Layered et al
Yes
Yes
Yes
Yes
Yes
No
Yes
No*
Yes
No*
Yes
No*
