Exdion Demo

September 16, 2025

The Rundown

Exdion showcased its AI-powered policy checking solutions at Catalyit Live, promising major cost cuts and efficiency boosts for insurance agencies.

The Context

  • Co-hosted by Scott Wingo, the demo featured Exdion execs Dan Narayan and Joe Guerrero.
  • The company detailed its evolution from shared services to an AI-focused tech provider.
  • Products like CSR Pro, CSR Plus, and the new IQ platform automate policy review, form comparison, and endorsement management.
  • Exdion’s tools integrate with systems like Applied Epic and WorkSmart, with security and data privacy baked in.
  • A lively Q&A tackled pricing, ROI, and how Exdion stacks up against competitors.

Why it Matters

Manual policy checks are time-consuming and error-prone — Exdion’s AI is pitching itself as the smarter, faster alternative. With proprietary models and a flexible tech stack, it’s aiming to become the go-to solution for agencies of any size.

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