Streamline Insurance Endorsement Requests

Simplify carrier change requests and reduce the administrative work involved in managing endorsements.

Endorsement Requests

Endorsement requests often involve multiple emails, policy details, forms, supporting documents, and follow-ups between brokers and carriers. When the process is managed manually, requests can take longer to prepare, track, and complete, especially when teams are handling a high volume of account changes.

Exdion helps brokerages bring more structure and intelligence to endorsement requests. By organizing the information required for carrier change requests and supporting workflow automation, teams can reduce repetitive administrative work and improve visibility into request status.

Data Insights & Analytics for Smart Decision-Making

Make Policy Changes Easier to Manage

An efficient endorsement workflow should make it clear what changed, which policy is affected, what information the carrier needs, and what action remains outstanding. Exdion helps teams organize these details so account managers can spend less time assembling and chasing requests.

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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.

Reduce Follow-Ups and Improve Turnaround

By standardizing endorsement requests, brokerages can reduce unnecessary back-and-forth and give account teams a clearer process for handling policy changes. Faster request preparation and better visibility can contribute to a more responsive client experience.

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How Endorsement Request Automation Works

A request begins with the policy information relevant to the change. Exdion organizes the required details, supports the preparation of the carrier request, and routes the item through the configured review process. Teams can validate the request before submission and track the work through completion.

Discover a smarter workflow for managing insurance endorsement requests.

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.”