Better service starts with more time to serve clients.
The best client relationships aren’t built on paperwork. They’re built on time — time to advise, time to sell, time to grow. Xceedance brings together insurance servicing specialists, IAN’s agentic ecosystem, and the systems behind it to help agencies and brokerages process policies, support claims, issue certificates, maintain clean data, support sales, and manage accounting and compliance, so your teams can stay client-facing and growth-ready.
Better service starts with more time to serve clients.
The best client relationships aren’t built on paperwork. They’re built on time — time to advise, time to sell, time to grow. Xceedance brings together insurance servicing specialists, IAN’s agentic ecosystem, and the systems behind it to help agencies and brokerages process policies, support claims, issue certificates, maintain clean data, support sales, and manage accounting and compliance, so your teams can stay client-facing and growth-ready.
See IAN in action
Service demands keep rising. Your team’s time doesn’t.
Every renewal, endorsement, certificate request, claim update, sales submission, and invoice draws on the same limited hours as client conversations and new business. The work is necessary, but it’s repetitive, spread across carrier portals and agency management systems, and easy to let build into a backlog.
Request Received
Policy & Transaction Processing
Certificate & Documentation Handling
Data Validation & Reconciliation
Compliance & Filing Review
Service Complete
Policy processing and data reconciliation are often the most resource-intensive stages. Valuable servicing capacity is spent on repetitive transactions and manual data entry before a client’s request can be completed.
From client request to service complete, in six steps
Less time on paperwork. More time with clients.
Request Submitted
Policy transaction, certificate need, claim update, sales support, or accounting request is received.
IAN Policy & Transaction Agent
Processes endorsements, renewals, rewrites, audits, new business, cancellations, and reinstatements.
IAN Servicing & Data Agent
Issues certificates, retrieves and records claim updates, and validates agency management system data.
IAN Sales & Compliance Agent
Supports quoting, comparative rating, and submission tracking, and applies state-specific tax, filing, and regulatory requirements.
Human Review
Servicing specialists review exceptions, complex transactions, and client-specific requirements.
Service Complete
Transaction is processed, certificate issued, claim updated, or filing completed, with full accountability.
Excess and surplus distribution, without the compliance burden
Multi-state surplus lines obligations carry some of the highest compliance risk in agency and brokerage operations. IAN helps orchestrate surplus lines filings, tax allocation, documentation, and reporting so agencies and brokerages stay audit-ready in every jurisdiction.
Automated Surplus Lines Filings
End-to-end support for surplus lines tax, stamping, and regulatory filings, with state-specific deadline tracking and minimal manual effort.
Jurisdiction-Ready Compliance
Consistent handling of excess and surplus requirements across states, applying current tax rates, rules, filing standards, and NRRA-aligned reporting.
Centralized Documentation and Audit Readiness
A single repository for affidavits, confirmations, filings, and regulatory correspondence that supports complete, audit-ready compliance trails.
Accurate Tax Allocation and Remittance
Precise calculation and allocation of surplus lines taxes by state, including multi-state exposure splits and timely remittance to authorities.
Real-Time Visibility and Reporting
Clear, ongoing visibility into filing and payment status, with exception tracking and compliance-ready reports available on demand.
One model. Three layers.
Systems provide the policy, certificate, transaction, and filing data. IAN processes transactions, validates data, supports sales, and applies compliance requirements. Servicing specialists remain accountable for every client-facing outcome.
IAN
Agentic Layer
Policy processing, certificate issuance, claim update, data validation, sales support, compliance filing, and reconciliation agents.
Comprehensive support across agency and brokerage operations
What improves for you
Faster turnaround
Policy processing, certificate issuance, and claim status updates move at the speed clients expect.
Cleaner data
Agency management systems stay accurate and consistent across daily downloads, new loads, and conversions.
Full compliance
Filings and requirements stay current across carriers, states, and lines, including excess and surplus obligations.
Scalable capacity
Peak volumes are absorbed without adding headcount.
Stronger sales support
Quoting, rating, and submission tracking move faster, so producers spend more time selling.
More time for clients
Teams stay focused on advising and growing the book, not processing paperwork.
Better service creates stronger relationships.
Explore Our Success Stories
Systems provide the data. Agents perform the processing. Your team stays client-facing.