Agents & Brokers

Digital-first strategic operations support to automate processes and streamline operations
  • Perform tasks on-time and on-budget
  • Ensure seamless communication
  • Achieve error-free data entry

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.


COI Management

COI creation and operations management, including bulk renewals, managing auto-ID cards, and reviewing endorsements.

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.

Insurtech Insights

Our latest thinking and case studies