FOR INSURANCE BROKERS AND AFFINITY DISTRIBUTORS

More time for clients. More capacity to grow.

EXON automates insurance brokerage and distribution, from quote comparison and insurer communication to sales and renewals. You stay in control of decisions and client relationships.

Book a demoSee how it works

Use AI for familiar tasks inside EXON, with access to your workflow and business information in a controlled environment.

EXON's AI assistant with policy comparison, meeting notes and client email examples

More efficient workflows

Less administration, more advice

More business per adviser

Grow capacity without growing overhead

One complete platform

From client management to renewals

From first client contact to renewal

Bring client records, quote requests, advice, placement and renewals into one connected workflow. EXON adds AI support where it is useful.

Explore the product

  1. Client intake
    and analysis

    • Risk analysis
    • Needs assessment
    • Collecting documentation

  2. Quote requests
    and comparison

    • Send submissions
    • Compare terms and price
    • AI insights

  3. Advice
    and placement

    • AI-drafted documentation
    • Advisory records (IDD)
    • Placement and binding

  4. Renewals
    and portfolio servicing

    • Automatic reminders
    • Portfolio overview
    • New business opportunities

The AI work you do in separate tools. Now closer to your clients.

Summarise meeting notes, review policy wording and prepare client communications without making AI a disconnected step. EXON brings AI support into the context of day-to-day insurance brokerage.

Designed for controlled work with insurance information. Advisers review the output.

  • Review policy wording

    Spot differences in limits, deductibles and exclusions before advising.

  • Prepare client communication

    Turn notes into a useful first draft that an adviser can review.

  • Find the next action

    Work through renewals and open tasks with clearer context.

Build a stronger broking business

More time for client advice, capacity for more business and room to grow your book — on a platform built for brokers.

Read more about EXON for brokers

Create new revenue opportunities

Offer insurance to your members and customers — without building and running the entire distribution yourself.

Read more about EXON for Affinity

EXPLORE YOUR POTENTIAL

What could your team do with more time?

Explore an illustrative capacity scenario using your team size and assumptions about administrative work.

10
50%
40%

ILLUSTRATIVE ANNUAL CAPACITY

3,520 hours
2full-time equivalents
20%of overall team capacity
Discuss your actual workflow →

Worked example. Assumes 1,760 hours per full-time year (220 days × 8 hours) and that all freed-up time is usable for other work.

What intermediaries and distributors value

“We can manage more of the brokerage process in one place, reducing the need to switch between separate tools.”
Insurance broker, Sweden
“We needed a flexible way to launch insurance offerings without building the entire distribution infrastructure ourselves.”
Affinity insurance provider, Nordics
EXON dashboard showing pipeline, premiums and upcoming tasks

From data to new opportunities

Get a clear view of your book, spot renewals and new business opportunities — and use AI insights to deepen client relationships and sell more.

See how it works

Let EXON show you the way forward

Get in touch for a demo or a conversation about the future of insurance distribution.