Exdion

AI-powered policy lifecycle automation for insurance brokers and carriers

Document Management Established Private

Overview

Exdion is a document management and workflow automation platform for insurance brokers, carriers, and agencies. Founded in 2000 and headquartered in Plano, Texas with operations in Bangalore, India, the company provides AI-native SaaS tools that automate the policy lifecycle -- submission, issuance, renewals, endorsements, and quote comparison -- for commercial and personal lines organizations in North America.

The platform processes policy documents, extracts structured data, detects coverage gaps, and surfaces compliance issues using AI and OCR. The core product suite, EyeQ, delivers modular capabilities including coverage gap analysis, quote comparison, proposal generation, policy checking, and endorsement processing. Integrations with agency management systems such as HawkSoft and Vertafore enable brokers to incorporate automation directly into existing workflows.

Exdion serves six of the top fifteen brokers in the United States and reports over 10,000 daily active users across CSR, account manager, and producer roles. The company processes more than five million policies and eight million pages monthly, with clients reporting 40 to 95 percent reductions in operational costs across targeted workflows.

Products & Services

EyeQ -- Insurance AI Suite

Modular AI platform for end-to-end policy lifecycle automation. Each module addresses a specific workflow stage for brokers and agencies.

Key Features

Coverage Gap: AI analysis detects coverage inconsistencies in policies; reduces policy review-to-quote cycle by up to 90%
Quote Compare: Side-by-side comparison of multiple quotes with variance highlighting; delivers 70% time reduction in quote analysis
Proposal Builder: Automated one-click proposal generation from policy and quote data; 70% faster turnaround than manual processes
Policy Check: AI review for errors, gaps, and compliance issues with 95% E&O accuracy
Endorsements: Automates endorsement request processing; reduces manual effort by up to 95%
X-Ray Viewer: Document visualization with variance detection and highlighted coverage differences

Target Users: Brokers, carriers, CSRs, account managers, producers

CSRdigit

Document intelligence tool that ingests policy documents, extracts structured data, checks for coverage gaps, and reduces manual workflow steps. Integrates with Vertafore and other AMS platforms; provides document processing capabilities across the EyeQ suite.

Key Features

Automated policy document ingestion and data extraction
Coverage gap identification
AMS integration (Vertafore and others)

Target Users: Brokers, agencies, CSRs

At a Glance

Founded: 2000
Headquarters: Plano, Texas, USA
Employees: 501-1000
Funding: Private

Category & Focus

Category: Document Management
Subcategories: AI Document Processing Policy Workflow Automation Coverage Analysis Quote Comparison
Insurance Verticals: P&C Commercial P&C Personal
Target Customers: Brokers, Carriers, Agents/Agencies