Insurance Brokers Turn to AI to Automate Document-Heavy Workflows
Exdion, an AI document intelligence platform, and Cogneesol, an insurance operations provider, announced a partnership to automate workflows for brokers, agents, and managing general agents (MGAs). The collaboration addresses a persistent operational problem: insurance intermediaries spend hours manually processing submissions, comparing quotes, and reviewing policies across disconnected emails and documents.
Exdion's platform, called EyeQ, converts unstructured documents-policies, quotes, and proposals-into structured data and actionable insights. Users interact with documents through natural conversation rather than manual review, cutting hours of work to minutes.
"We sit on top of existing systems and transform unstructured documents into clean data, actionable insights, and complete workflows," said Dan Narayan, Senior Vice President of Exdion.
Why This Matters for Operations Teams
Insurance intermediaries face labor constraints. The experienced workforce is declining, yet workflows remain document-heavy and manual. Quote comparison across carriers is inconsistent. Policy reviews are time-intensive.
Exdion services six of the top 15 brokers, with over 10,000 users across producers, customer service representatives, and account managers. The company covers new business production, servicing, and errors and omissions compliance.
Cogneesol brings operational expertise. The partnership combines Cogneesol's process knowledge with Exdion's AI capabilities, allowing insurance teams to automate intake-to-output workflows without stitching together multiple vendors.
"Clients no longer need to build custom integrations," said Ashim Khurana, Chief Operating Officer of Cogneesol. "They can accelerate speed-to-market gains with faster, more accurate workflows."
The Operational Angle
For operations professionals managing insurance workflows, this partnership addresses three concrete problems: reducing manual document handling, improving accuracy in quote and policy analysis, and scaling operations without adding headcount.
Learn more about AI for Operations and AI Agents & Automation to understand how document intelligence fits into broader operational transformation.
About Exdion: Exdion provides AI-powered document intelligence for insurance intermediaries across the policy lifecycle.
About Cogneesol: Cogneesol offers business solutions that combine industry expertise with AI and digital capabilities for insurance operations.
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