Exdion | Vertafore

About Exdion

Exdion is the trusted Insurtech partner for leading agencies and brokers. Our comprehensive digital broker suite of products helps brokers across the policy life cycle spanning Decision Support, Compliance and Customer Experience.

Learn more about us

Our flagship product Exdion Policy Check is the first of its kind, AI driven, comprehensive E&O compliance platform. The technology harnesses the power of Artificial Intelligence and Machine Learning to identify variances between policy and multiple source documents. The system generates a fully completed checklist that highlights variances. A unique X-Ray feature presents a side-by-side comparison of all document pages with variances. Exdion Policy Check reduces the manual policy checking time. Agency staff can now focus on their clients, while we seamlessly automate policy checking.

Our partnership

Our relationship with Vertafore – Exdion seamlessly integrates with Vertafore systems and automatically extracts policies, proposals, and other source documents, completes the check and files the checklist back. CSRs and Account managers enjoy the easy connectivity right into their task workflows. Vertafore customers have seen complete elimination of policy checking backlogs with no change to existing processes.

Client Testimonials

Karen Simmons

Corporate Operations Manager,
James G Parker Insurance Associates

Jim Dahoney

SVP, Chief Information Officer
Director of Strategic Acquisitions, Marshall & Sterling, Inc.