Features & Quick Stats
Key Features
Coverage Gap
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Reduces the coverage review-to-quote cycle by 90% — from hours to minutes
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90% increase in broker confidence and accuracy
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Equips producers with a clear, actionable view of risks and opportunities
Quote Compare
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Reduces quote evaluation time by 70%, 50% boost in service efficiency
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58 data points powering smarter client decisions
Proposal Builder
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70% faster proposal turnaround, 60% time saved in preparation
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90% more insightful client discussions
Policy Check
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90% reduction in review time, 50% cost savings
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70% efficiency improvement with 100% compliance
Endorsements
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Endorsement requests generated in 1–2 seconds, cutting manual effort by 95%
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70% time saved versus outsourcing or in-agency management, 90% lower E&O risk
Core Business
How Exdion EyeQ Digital Assistant Helps Independent Agents & Brokers
Exdion EyeQ is the agentic AI solution for agencies and brokers. Built for CSRs, Account Executives, and Producers, EyeQ sits at the heart of Exdion’s Policy Lifecycle Management Platform. EyeQ streamlines core insurance workflows through a single intelligent platform that compares quotes, validates coverage, generates proposals, identifies gaps, and drives action through automated endorsements. EyeQ thinks, reasons, and responds like an intelligent assistant, supporting every stage of the policy journey. It delivers structured, actionable outputs like interactive summaries and variance highlights, going beyond static conversational AI tools.
Integrations
We integrate with Vertafore and Applied EPIC through API connections.
AI Capabilities
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AI at the core of the policy lifecycle. At Exdion Insurance, AI is not an add-on—it powers the entire insurance workflow end-to-end.
Coverage Gap • Quote Comparison • Proposal Generation • Policy Check • Endorsements -
Agentic AI (EyeQ) – acting like a human assistant. Exdion EyeQ, is an “agentic AI” that thinks, reasons, and responds like an experienced broker; guides users through workflows (not just answers questions); produces structured outputs (summaries, variance highlights).
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AI-driven document intelligence (core strength). Insurance work is document-heavy—and this is where Exdion’s AI stands out: it reads PDFs, spreadsheets, and policy documents automatically, as well as extracts key data (coverage, limits, deductibles, etc.).
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Risk detection & E&O prevention. A major use of AI at Exdion is reducing Errors & Omissions (E&O) risk. It detects discrepancies between quoted vs issued policies, identifies coverage gaps and compliance issues, and flags risks before they impact clients.
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Intelligent automation (not just rule-based). Unlike traditional systems, Exdion AI uses contextual understanding, not rigid rules, and adapts to different document formats and language. Automate decisions, not just tasks.
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Workflow acceleration & efficiency gains. Exdion’s AI directly impacts operations: policy review time reduced by up to 90%, quote comparison faster by ~70%, proposal generation automated. The result: higher productivity, lower costs, faster turnaround.
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Human-in-the-loop AI model. Exdion combines AI with human expertise. AI handles bulk processing and insights, and humans step in for exceptions and complex decisions. This ensures accuracy + adaptability, critical in insurance.
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Turning data into decision intelligence. Beyond automation, Exdion uses AI to convert unstructured data into actionable insights, support better client advisory, and enable smarter decision-making. AI becomes a decision engine, not just a processing tool.
Partnerships
Vertafore Orange Partner, HawkSoft
Certifications & Awards
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Important company certifications: SOC 2 Type 1, HIPAA, ISO 27001:2022
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Relevant industry awards or distinctions: BI USIA 2026 finalist for Insurance Consulting Team of the Year; PC360 2026 Insurance Luminaries finalist in Excellence in Customer Experience, Rising Star of the Year, Risk Manager of the Year, and Thought Leader of the Year; Appealie Customer Success Award winner (2023 & 2025); Appealie Award winner 2025 in Collaboration & Productivity (Small Business) and in Customer Service (Enterprise); PC360 Insurance Innovator 2021; Top Insurtech to Be Watched – Leader’s Edge (CIAB), 2020
Exdion EyeQ Digital Assistant Videos
Exdion EyeQ Digital Assistant Resources
Product FAQs
Outsourcing
E&O Policy?
Yes
Minimum term of engagement
One Year
Operations center/team based
[United States, India]
Agency able to interview and select support staff
Yes
Staff located only on-site?
Yes
Background check as part of your hiring process?
Yes
Contract termination process?
Yes
Ideal agency size to work with
[6-10, 11-25, 26-50, 51+]
Cybersecurity policies/measures?
Yes
Outsourcing services provided
[Policy Processing & Servicing, Renewals, New Business]
AMS familiar with
All
Minimum term of engagement required?
Yes
Quality control/reviews/accountability for your staff?
Yes
Onboarding time
Less than a week
Staff device policies
[Devices used are company-owned, Company has control of the computer, Staff are blocked from downloading and saving files, Company uses a third-party for security protection, Company provides VPN and/or encryption between devices, Company provides real-time monitoring of staff devices, Devices are only connected via ethernet cable]
Agency data stored on your network?
Yes