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
