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.
What We Solve for Agents and Brokers
Agencies and brokerages face constant pressure from rising service demands, complex carrier interactions, and tighter margins. Xceedance simplifies the operational backbone of your business so your teams can spend more time advising clients and driving revenue.
We help you:
- Eliminate manual, repetitive servicing work
- Maintain clean, reliable agency system data
- Stay compliant across carriers, states, and lines
- Handle peak volumes without disruption
Our Services
Policy Services
End-to-end transactional support across the policy lifecycle.
- Policy checking and processing for downloaded and non-downloaded policies
- Endorsements, renewals, rewrites, audits, and new business
- Cancellations, reinstatements, and expiration reporting
- Non-renewal identification and tracking
- Carrier payment verification
Claim Support
Keep policyholders informed without adding internal workload.
- Retrieve and record claim updates from carrier systems
- Update agency management systems and notify teams of changes
Certificate Services
Fast, accurate certificate handling at scale.
- Certificate issuance from master policies
- Same-day delivery and system attachment
- Certificate holder management and notifications
Policy Data Maintenance
Cleaner data. Fewer downstream issues.
- Daily download processing and exception handling
- Initial loads and transaction attachment
- Data clean-up for mergers, conversions, and new books
Sales Support
- Quoting and comparative rating
- Submission creation and tracking
- Loss run retrieval and ACORD preparation
Accounting & Banking
Accurate financial processing that supports compliance and cash flow.
- Direct bill statement processing
- Payment posting including ACH, EFT, and credit cards
- Agency bill reconciliation and carrier statements
- Producer, broker, and vendor payables
- Daily banking and reconciliation
Support for Excess and Surplus Distribution
Purpose-built to manage multi-state surplus lines obligations with confidence.
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.
Simplify your servicing workload.
Talk to Xceedance about operational support that reduces backlog, improves accuracy, and keeps your teams focused on clients and growth.
Insurtech Insights
Our latest thinking and case studies
