Vertafore is a market leader in providing cloud-based management systems to agents and brokers in the Property & Casualty Insurance industry. While AMS serves the purpose of integrating the data from various sources, it doesn’t eliminate the manual processing of data.

In the upstream process, AMS needs to be updated with all the latest policy information including schedules, limits, forms, details etc., so that CSR’s will be able to use their AMS effectively. The challenge lies in real-time updating of policy or endorsement  details on AMS. Requests for endorsements may be received in the form of email, snail mail or a scanned PDF document. Since manually updating the AMS by retrieving information records is time consuming, CSR’s usually postpone this task till the time of renewal. During endorsements, CSR’s send requests to Insurance companies on client’s behalf with a request to generate updated documents.

In the downstream process, Insurance brokers get back to clients within 90-120 days prior to renewal to provide information of  their current exposures covered and request for any renewal exposure changes required. If the AMS is not up-to-date, CSR’s must go back to their emails and pull out separate endorsements lying in silos, making it difficult to integrate, in turn delaying the renewal process.

Such delays in updating of policy records can be automated by deploying BOTs. BOTs would help you collect renewal exposure details, improve client experience, summarize the changes requested by client, enabling seamless interaction between CSR’s and clients. It also keeps the AMS updated with the latest renewal information. If the AMS is up-to-date, the applications and proposals can be generated at the click of a button. Generating such auto-renewals for clients saves ample time and reduces the burden on CSR’s. Operating in a paperless environment allows CSR’s to be more productive by allowing them to manage client relationships better.

Exdion has professionals with deep expertise and industry standard certifications in Property and Casualty Insurance. Exdion develops custom made BOTs around smart technologies like API, AI, and RPA. Exdion specializes in the creation of bolt-on products and solutions which can be integrated with various AMS’ to enhance the effectiveness of AMS deployment. Insurance brokers can leverage the system and domain capabilities of Exdion and seek to optimize and automate their business processes and be future-ready.

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Job title: Digital Marketing Specialist

Reporting to: Manager, Marketing

Experience required: 0-3 years

Primary Responsibilities:

  1. B2B Social Media Marketing


Platforms: LinkedIn / Twitter / Instagram / Facebook / Google+ / Quora / etc.


  1. B2B Email Marketing


Tools: Mailchimp / Constant Contact / SendGrid


  1. Internal & External Communication


  1. Website(s) Management


Tools: Google Analytics / WordPress / Yoast SEO / etc.


  1. B2B Market Research


  1. Miscellaneous


Brownie points for:




Company Description

Exdion Solutions is a global B2B tech-led consulting & product organization specializing in the healthcare and insurance domains. We build & market, state of the art technology (AI, ML, NLP, etc.) products & and have offices in US & India.

Manager Business Development



9-14 years of experience in sales of Technology Product Selling

Experience in selling IT products in North American market essential

Experience in selling IT products related to Insurance Industry will be advantageous


Job Description

Ideal Candidate Profile


Will be commensurate with the experience level and internal benchmarking

Apply Now

AR Caller- Job Description

Hiring No. :5


Will be involved in calling the US insurance representatives for analyzing the Claims and updating the Claims status.

Experience –Minimum 6 months to 3 years of experience in AR calling/Analyst.

Duties and Responsibilities:

Mandatory Skills:


Graduates preferred / 10+2, PUC also can be considered if they have sufficient experience.



CTC (Based on Experience and Interview)[Including benefits]


Note:  Preferably candidates located in North Bangalore if not, willing to relocate.

Work Location

Exdion Solutions Pvt Ltd
STC Trade Centre,
5th Floor, Nandini Layout,
Bengaluru, India – 560096.

Ph No: 080 46585000

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L.S Ram

L.S Ram: Managing: Director & CEO

Ram is one of the co-founders of Exdion and has served as President and CEO since inception. Under his leadership, Exdion has consistently set new standards in the field of process management and quality excellence. He brings over 30+ years of experience and holds a post-graduate degree in Computer Science and is a Chartered Accountant. He is also a Certified Information Systems Auditor from ISACA, USA and a Certified Associate of Insurance Services awarded by “The Institutes” (AICPCU), USA.