Do I need to change my existing workflow to use The Exchange?

No. We’re designed to fit into your existing process, not force you to change it. Carriers can receive submissions via email, SFTP, Paperclip integration, or direct portal access—whatever works best for you. Distribution groups simply use our platform as their trial hub while maintaining their current carrier relationships.

How is The Exchange different from other trial solutions?

Most solutions focus on one piece of the process—either summaries or case management or reporting. We’re the only platform that delivers all three in a straight-through process. Plus, we start with distribution groups (not carriers), which means agencies get the summary before shopping to carriers—enabling better alignment and case positioning from the start.

Which carriers participate in The Exchange?

We’re continually growing our carrier network. Current partners include several top-tier carriers, with more joining regularly. If a carrier you need isn’t yet on the platform, we offer flexible options, including download-only access. Contact us for the most current list of participating carriers!

A Strategic Platform & Summary Solution That’s Unified for Carriers and Customized for Distribution Groups.

47%

Process Improvement

Streamlining the Trial Market

by exchanging fragmented, manual workflows for a single-entry point system.

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For Carriers

Carriers gain efficiency, visibility, and critical data.

A

For Distribution Groups

Distribution groups retain their identity, branding, and have access to stronger reporting.

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Transparency drives better outcomes

The Exchange protects client insurability while optimizing offers

Summaries Underwriters Actually Want to Use

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Summaries

Every case comes with a 10-12 page summary distilled from 300+ page medical files. Interactive hyperlinks take you directly to the source material. Created using automation, entity recognition, and expert human review in 24-48 hours.

Shop Multiple Carriers in Seconds



Shop

Submit trial applications to multiple carriers simultaneously with a single click. Our smart cover letter builder guides you through case positioning, and complete trial packages are delivered directly to carriers on the Exchange.

Data That Drives Better Decisions

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Data

Access comprehensive dashboards that compare offers side-by-side, track agency behavior, and benchmark performance against the market. For the first time, see how your offers stack up against competitors in real-time.

Built to Fit Your Workflow

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Workflows

We don't force you to change how you work. The Exchange integrates seamlessly with your existing systems, whether that's direct delivery to your inbox, SFTP transfer, Paperclip integration, or portal download. You set the parameters, we handle the rest.

Your Brand, Your Platform

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Platform

Distribution groups get a custom-branded Exchange portal that showcases their identity while delivering all the platform's power. Give your members a central hub that reinforces your value while streamlining their workflow.

General Questions

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We conducted a time study across 16 cases and 3,600 pages, comparing Apeiron Gate Summaries to full file reviews. The result? Identical decisions with a 47% faster process.

— A Top Carrier