brokerageaudit.com vs Exdion: Which is Best for Independent Brokers?
Both BrokerageAudit and Exdion apply machine learning to automate policy checking for insurance agencies, reducing the manual effort of comparing binders to issued policies. BrokerageAudit pairs policy checking with a broader back-office automation suite — covering COI tracking, ACORD form processing, and submission intake — while Exdion focuses primarily on AI-driven policy review and back-office outsourcing services. Agencies evaluating the two should weigh depth of policy-checking features against the need for an all-in-one operational platform.
Feature Comparison
Pricing Comparison
BrokerageAudit
$499/mo
Starter plan. Professional $1,499/mo, Enterprise $4,999/mo.
- Flat monthly SaaS pricing — no per-document fees
- All modules included at each tier (policy checking, COI, submissions)
- 14-day free trial, no credit card required
- Enterprise plan includes dedicated onboarding and SLA
Exdion
Custom quote
Pricing is project- or volume-based through managed services contracts. No public self-serve tier.
- Per-document or per-transaction pricing in managed service model
- Bundled with back-office outsourcing packages
- Enterprise contracts with annual commitments
- No publicly listed pricing — requires sales conversation
Who Each Is Best For
brokerageaudit.com is best for:
- Independent agencies wanting a single SaaS platform for all back-office automation
- Teams that prefer self-serve tools with an in-house review queue
- Agencies needing COI tracking alongside policy checking
- Growing agencies that need predictable flat-rate pricing
Exdion is best for:
- Agencies wanting to fully outsource policy checking to a managed service team
- Large carriers or MGAs processing very high document volumes
- Organizations with existing Exdion back-office outsourcing relationships
- Agencies focused exclusively on policy review without needing broader automation
Switching from Exdion?
Agencies switching from Exdion to BrokerageAudit typically migrate to gain a self-serve platform with built-in COI tracking, submission intake, and commission reconciliation — capabilities absent in Exdion's service model. The transition involves connecting your AMS and uploading historical policy documents, and our onboarding team provides hands-on support to configure extraction templates for your specific lines of business. Most agencies are fully operational within two weeks.