If you’re running a small or growing insurance agency, the idea of having a dedicated policy-checking team might feel like a pipe dream. You’ve got a talented team, but they’re already stretched thin between servicing clients, quoting new business, and keeping up with renewal demands. That’s why Exdion’s policy-checking services, now available to Catalyit members, are a complete game-changer.
A New Way to Check Policies
This isn’t just another outsourced service—it’s a cutting-edge solution that leverages AI to deliver fast, accurate, and reliable policy checks. What makes this partnership with Catalyit unique is the flexibility it offers agencies. You can purchase Exdion’s policy-checking services as needed, so they’re available exactly when you need them. Even better, you have the option to try the service before committing long term. That means you can experience the time and cost savings firsthand without a major upfront investment.
The ROI: From Hours to Minutes
Here’s where things get interesting. If your team is currently spending 3 to 4 hours manually checking a single policy, Exdion can reduce that process to mere minutes. Minutes! Think about the ROI on that for a second.
For every hour saved on policy checking, that’s time your staff could be spending elsewhere:
- Quoting New Business: More quotes mean more opportunities to bring in revenue.
- Proactive Client Outreach: Your team can touch base with clients, build relationships, and identify upsell opportunities.
- Strategic Projects: Staff could focus on implementing new technology, marketing campaigns, or workflows to drive agency growth.
In other words, Exdion doesn’t just save time—it creates capacity for your team to work on activities that directly contribute to your bottom line.
Why Automation Matters
Policy checking is one of those tasks that requires incredible attention to detail. Even the best human reviewer can miss something after hours of combing through dense documents. Automation eliminates the risk of human error, creating a faster, more reliable process.
And here’s the kicker: With Exdion handling the policy-checking heavy lifting, your team doesn’t have to burn out trying to juggle accuracy with speed. They can focus on what humans do best—building relationships, solving problems, and delivering exceptional service.
A Must-Have for Growing Agencies
As your agency grows, your team’s time becomes your most valuable asset. Exdion’s policy-checking services let you reclaim those hours and redirect them toward activities that help scale your business. For Catalyit members, this isn’t just a nice-to-have—it’s a must-have.
Whether you’re looking to improve operational efficiency, reduce E&O risk, or give your staff the bandwidth to focus on revenue-generating tasks, Exdion is a solution worth exploring.
So, if you’re ready to take policy checking off your team’s to-do list and free up hours of manpower each week, check out Exdion through the Catalyit Marketplace. It’s time to stop dreaming about what your agency could do with more time and start making it a reality.
Learn More About Exdion’s Policy Checking Services
With Exdion, even the smallest agencies can operate like a big player—and that’s a win for everyone.
