EXON Broker
More time to advise. More capacity to grow.
Manage clients, quote requests and advice in one workflow. AI supports the adviser, who stays in control.
Core capabilities for the broker
Client information, submissions, quote comparisons and documents in one place.
Digital LOAs with SMS-OTP
Letters of authority are created, sent and signed digitally. SMS-OTP or BankID for verification. Full traceability and a documented verification trail.
AI-driven needs analysis & gap analysis
Auto-prefill from the Swedish Companies Registry, prior policies and client documents. Documentation support 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. Less duplicate manual handling.
AI meeting assistant
Write raw notes from the meeting – EXON AI structures them into a needs analysis, next actions and follow-ups. AI support stays within the EXON workflow; data handling depends on the agreed setup.
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
Follow client intake, advice and placement in a connected workflow. The adviser remains responsible for final decisions.
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 can help identify items to review in policies and advice records. The adviser assesses the findings.
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
Review incoming quotes in one place. AI can highlight differences in premiums, terms and exclusions for the adviser to assess.
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
Administration takes time. 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 tasks appear in the client record.
- Raw notes in – structure out. No form to fill.
- Creates tasks and follow-up reminders for the right broker.
- Prepare draft advice documentation for the adviser to review.
- AI support is designed for use within a controlled insurance workflow. Data-handling arrangements should be confirmed for each setup.
Make room for the conversations that matter.
When client information, quotes and documentation work together, advisers can focus on the client.
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. Broker centralises everything – traceable, documented and searchable.
IDD and DORA feel heavy
Keep relevant advice records, documents and activity history connected in one workflow. Your organisation remains responsible for its compliance obligations.
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.
The everyday tools behind your brokerage
Whether you pick Broker or Affinity, you get access to all of Exon's core features. Grow your business without stacking more tools on top.
Plan the move around your business.
Adopting new broker software is an important change. We help you plan the configuration, data transition and rollout around your business.
Self-service from day one
Create your tenant, invite colleagues, configure your branding and set up your products – all through the UI. We help you plan the configuration and rollout.
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
Plan the rollout around your current systems, data and priorities. We help define a practical route to the first useful workflow.
Frequently asked questions about EXON Broker
What is EXON Broker?
EXON Broker is a platform for insurance brokers that brings client management, needs analysis, quote requests, quote comparison, advice documentation and renewals into one workflow.
Can EXON compare quotes from several insurers?
Yes. EXON supports collecting and comparing quotes, premiums and policy terms within the same case. The adviser reviews the information and remains responsible for recommendations.
Does AI replace the insurance adviser?
No. AI helps read, structure and prepare information. Advisers retain responsibility for their assessments, recommendations and client relationships.
How do we get started with EXON?
We start by reviewing your workflows and existing data. You can then introduce a defined workflow and expand step by step. The scope depends on your current systems and integrations.
See Broker in action
30 minutes is enough to understand if EXON Broker fits your business. We show your own scenario.
Book a demo →