Catalyit Marketplace Partner Since June 2024 | Last Updated February 2025

Exdion Insurance, leveraging the cutting-edge capabilities of GenAI, is a leading AI, Machine Learning (ML), Natural language processing (NLP)-led transformational partner that transcends conventional product offerings and instead provides a range of innovative solutions that bring unparalleled value to businesses.

Features & Quick Stats

Key Features

Policy Check:

  • Comprehensive E&O Review Checklist
  • Easy-to-use intuitive application & customizable checklists
  • Works for all insurance documents
  • Comprehensively covers current and Expiring Policies, Endorsements, Quote, Binder,
  • Proposal, Schedule & ACORD Application/Submissions.

Quote Compare:

  • Configurable scoring functionality
  • Quickly compare critical data across multiple quotes
  • Process & publish granular LOB-level details
  • X-Ray viewer with side-by-side view of compared quotes

How CSRdigit Helps Independent Agents & Brokers

The policy checking platform delivers E&O compliance and improved customer experience by automating policy review – a traditionally manual or outsourced process. AI models sift through hundreds of policy and other document pages to identify variances and report them in a simple spreadsheet and side by side document view. The Exdion Quote Compare platform compares up to 5 carrier quotes and compares them for a precise report. It enables producers and account managers make the right coverage decisions, keeping in mind the best interest of the client and the agency.

Integrations

We integrate with Vertafore Imageright and Applied EPIC through API connections

Partnerships

Vertafore Orange Partner

Certifications & Awards

PC360 Insurance Innovator Dec 2021; Top Insurtech to be watched – Leader’s Edge (CIAB) – Feb 2020

Subscriber Deals

Get exclusive pricing for CL and PL Policy Checking. See Marketplace page for more information and to get started.

CSRdigit Videos

5 AI Opportunities for Retail Insurance Agencies in 2025
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5 AI Opportunities for Retail Insurance Agencies in 2025

Office Space Day: Peter Gibbons’ Journey to 2025
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Office Space Day: Peter Gibbons’ Journey to 2025

Office Space Day: Bill Lumbergh’s Journey to 2025
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Office Space Day: Bill Lumbergh’s Journey to 2025

CSRdigit Resources

Why Exdion Policy Checking is a Game-Changer

Why Exdion Policy Checking is a Game-Changer

February 12, 2025 2 min read
Catalyit Welcomes Exdion Insurance as a Premium Solution Provider

Catalyit Welcomes Exdion Insurance as a Premium Solution Provider

February 10, 2025 2 min read

Product FAQs

Outsourcing
BPO-E&O Policy?

Yes

BPO-Minimum term of engagement

One Year

BPO-Operations center/team based

[United States, India]

BPO-Agency able to interview and select support staff

Yes

BPO-Staff located only on-site?

Yes

BPO-Background check as part of your hiring process?

Yes

BPO-Contract termination process?

Yes

BPO-Ideal agency size to work with

[6-10, 11-25, 26-50, 51+]

BPO-Cybersecurity policies/measures?

Yes

BPO-Outsourcing services provided

[Policy Processing & Servicing, Renewals, New Business]

BPO-AMS familiar with

All

BPO-Minimum term of engagement required?

Yes

BPO-Quality control/reviews/accountability for your staff?

Yes

BPO-Onboarding time

Less than a week

BPO-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]

BPO-Agency data stored on your network?

Yes