Our Ebix Exchange platform is the only commercial provider to successfully deploy a proven, scalable online platform for automated annuity order-entry. Just 10 years ago, the automation of annuity sales was considered impractical by the financial services industry. Today, Ebix Exchange has not only changed reality by delivering a high-volume, broadly-deployed solution, but also helped define the means by which future annuity and life e-commerce will be conducted.

Key Ebix Products and Offerings for the Insurers within the Annuities market -

AnnuityNET

Introduced in 1998, AnnuityNET is part of EbixExchange’s first-to-market, order-entry platform for annuity transactions. Insurers post their annuity products, associated product rules and forms on the platform where they are incorporated into a Web-based application process and a suitability questionnaire. Currently, AnnuityNet features over 1,600 annuity products from nearly 40 insurance carriers. AnnuityNet supports fixed and variable annuities, immediate, and equity-indexed annuities.
Learn more

SmartOffice

SmartOffice is a web-based financial services solution for CRM, practice and agency management. Proven by more than a 125,000 advisors, SmartOffice helps financial services professionals to deliver high-touch service – without additional staff, to generate referrals & ensure client retention, and to systematize proactive, personal communication with clients.
Learn more

Quoting Engine for Annuity

Ebix creates multi-carrier quoting engines for Term, UL, LTC & Annuity. These engines are sold to the brokerage market. Insurers that are requested by agents are added to the engines at no charge to the insurer. Today these systems are used by many thousands of brokers.
Learn more