COI Management
COI creation and operations management, including bulk renewals, managing auto-ID cards, and reviewing endorsements.
The Xceedance Difference
With our proven methodology, combining deep domain knowledge and technology expertise, we deliver results for agents and brokers. By automating vital tasks, we can help you invest more time and effort into high-value functions that grow your business.
Policy Checking
End-to-end policy checks, including reporting and resolving variances, all while reducing E&O exposure.
Document Management
Categorization and organization of your insurance documents, including expedited proposal creation, and data and document validation.
Digital Enablement
Advanced business process management to speed up critical processes and boost accuracy.
Other Services
Online input and rating for small businesses, endorsement requests, loss run ordering requests, accounting support, and more.
