EXON BDS
For the classic broker
End-to-end automation of the brokerage workflow. From LOA to signing – everything in one system. Quote handling with automatic extraction and 360° client overview.
Core capabilities for the broker
The tools you need to run the full brokerage business – without leaving the system, without side spreadsheets.
Digital LOAs with SMS-OTP
Letters of authority are created, sent and signed digitally. SMS-OTP or BankID for verification. Full traceability and legally sound documentation.
AI-driven needs analysis & gap analysis
Auto-prefill from the Swedish Companies Registry, prior policies and client documents. IDD-compliant documentation directly in the client record.
Quote comparison powered by AI
Send RFQs to multiple insurers, compare incoming quotes side by side, present to the client. Digital signing via SMS-OTP or BankID.
360° client overview
Registry data, document analysis, meeting assistant, commission history and proactive insights – all in one client record. No manual data entry.
AI meeting assistant
Write raw notes from the meeting – EXON AI structures them into a needs analysis, next actions and follow-ups. AI-modeller hosted within the EU.
Insurer collaboration
Inbound email offers (offer+token@exon.insure), insurer cards with product info, commission agreements and automatic bordereau generation.
The full journey from LOA to signing
Six steps – zero side tools. Everything happens in the system, traceable and IDD-compliant from start to finish.
New client
Letter of authority
Create, send and manage digital LOAs. Verification via SMS-OTP or BankID. Full traceability in the client record.
Gap analysis
AI reads policy documents and advisory notes to spot gaps and possible add-ons. IDD-compliant documentation.
Claim history
Upload claim history or pull it automatically from the client's documents. Better data means better quotes.
RFQ
Build the RFQ package, pick insurers and send from the system – no side email chains.
Quote comparison
Gather incoming quotes in one view. EXON AI compares price, terms and exclusions – and gives a recommendation to lean on.
Presentation
Present one or several quotes to the client. Signing directly in the system with SMS-OTP or BankID.
Deal closed
The meeting assistant that handles the admin for you
AI meeting assistant for brokers on the move
Brokers hate admin. Write raw notes right after the meeting – or dictate them on your phone – and EXON AI structures them for you. Needs analysis, next actions, follow-ups and todos land straight in the client record.
- Raw notes in – structure out. No form to fill.
- Generates todos and follow-up tasks for the right broker.
- Advisory documentation per IDD is created automatically.
- EXON AI runs entirely on EU-hosted models – hosted within the EU.
Built for Nordic insurance brokers
Whether you are a solo operator or an established brokerage with many employees.
You are stuck in Excel and email
LOAs, needs analyses and quote materials are scattered across different tools. BDS centralises everything – traceable, documented and searchable.
IDD and DORA feel heavy
Regulatory compliance is baked into the workflow. IDD-compliant needs analysis, DORA-documented data flows, audit logs per action. Inspection-ready without panic.
You want to grow without hiring more admin staff
AI automates the repetitive: data entry, document analysis, meeting notes, renewal reminders. You free up time for what actually requires a broker.
Powerful features you get with both products
Whether you pick BDS or IOS, you get access to all of Exon's core features. Grow your business without stacking more tools on top.
No consultants. No long change project.
We believe a modern insurance platform should be easy to get started with – and easy to switch to. No six-month implementation with an army of consultants. You set up Exon yourselves, with our help in the background.
Self-service from day one
Create your tenant, invite colleagues, configure your branding and set up your products – all through the UI. No expensive consultant required to get started.
We support the full migration
Have data in another system? We help you map and import clients, policies and history. CSV import, template mapping and a dry run before go-live.
Fast time to first value
Most brokers close their first real deal within weeks – not months. Focus on creating value now, fine-tune later.
See BDS in action
30 minutes is enough to understand if EXON BDS fits your business. We show your own scenario.
Book a demo →