Exdion Policy Check

Exdion Policy Check is a revolutionary AI-powered policy review system that mitigates agency-wide E&O risks, customer dissatisfaction, and inefficiencies. It's the first of its kind!

Exdion Policy Check

Exdion Policy Check has integrations available for major Agency Management Systems including Vertafore and Applied, which allows you to review policies instantly.

The speed, accuracy, and cost-efficiencies of our technology is unparalleled. We deliver a dramatic improvement to customer satisfaction as well as employee experience!

The Exdion X-Ray, with its side-by-side view and precise variance highlights, cuts down policy review time to just a few minutes. CSR’s can quickly and easily find variances, saving them from having to go through all those manual efforts! 

Forms Verbiage Comparison


The newly launched Forms Compare module for Exdion Policy Check adds a new tab in the checklist to show all the matched and mismatched details along with X-Ray. X-Ray specifically highlights the verbiage mismatch which makes it easy for Account Managers to identify the variance and language changes.

Lead with Smart Broker Insights

Our dynamic carrier insights offer real-time analysis for 71 data fields through our customizable dashboards. This helps agencies analyse the potential actionable E&O variants and negotiate with carriers for the first-time right policies. Also, the insights enable better risk advice by correlating data points like premium, limits, and deductible for better coverage and with cost benefits.

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Confident businesswoman commenting marketing results to colleagues at meeting


  • AM/CSR First - the only platform built for the brokers and their teams’ unique needs.

  • The comprehensive E&O Review Checklist has been purpose-built to cover over 300+ data points, translating into a list of 31 crucial checkpoints.

  • An easy-to-use intuitive application and the checklists are highly customizable.

  • It's perfect for any carrier/any line of business or insurance document. It works with all insurance documents!

  • Comprehensively covers current and Expiring Policies, Endorsements, Quote, Binder, Proposal, Schedule & ACORD Application/Submissions.

  • All variances are highlighted with visual indicators and granular drill down up to a single zip code digit.

  • Exdion Policy Check assures 95% accuracy.

Partner with Exdion & be future ready


  • Reduces backlogs with instant policy review and saves over 90% of the time required to check policies.

  • Drops your expenses by 50% or more instantly.

  • Pre-defined E&O dimensions makes it easy to work with.

  • 100% of the process happens behind the scenes – ZERO involvement from AM/CSR.

  • Delivers the full AM/CSR bandwidth back into your system, without any dependence on outsourced resources.

  • Our Transition Support Services ensure that you have a successful deployment. We customize and work around the edges to meet your specific needs.

Insurance Policy Review Software

How The Platform Works?

The system is a smart cognitive AI platform that checks for each specific E&O risk area. The technology presents only variances and eliminates tedious manual policy checking.

Insurance 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.”

Vikash Kaul
Chief Technology Officer at EPIC
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