On-Demand Agent & Broker Services

On-demand support to streamline administrative tasks and focus on building business value
  • Up to 50% reduction in policy checking turnaround time
  • Up to 40% cost savings with automated policy checking

On-Demand Agent & Broker Services

Xceedance on-demand services for agents and brokers help you to optimize critical business workflows and administrative tasks, facilitate error-free data management, reduce E&O exposures, and enable business scalability. With help from Xceedance, your organization is empowered to manage capacity, focus on business innovation, and strengthen critical business relationships.

COI management

Create certificates of insurance and manage COI operations, handle bulk renewal certificates jobs during peak season, manage auto-ID cards, and review endorsements

Policy checking

Utilize end-to-end policy checks, including checking against all relevant document sources (before customer receipt of policy or policy changes) and reporting and resolving variances

Document management

Categorize and organize insurance documents based on priority and document type, indexing and labeling, expedited proposal creation, data and document validation, and folder management

Other on-demand services

Input and rating for SMEs, endorsement requests, loss run ordering updates, accounting support, and more