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  P&C Carriers
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  eTools

 
 

Front Office

Basic features:

  • Maintain a rolodex of any client, carrier, broker etc entered into the system.
  • Record all actions automatically – date and time stamped
  • Record your conversations, emails, notes etc to have the details available at your fingertips
  • Attach files of any type - Loss runs, pictures, signed application, etc.
  • Eliminate the need to find the paper file – the details entered are available at all times
  • Email your documents directly to your broker
  • Upload bordereau from brokers and third party claim adjusters avoiding duplicate entry.
For more information contact us at services@ebix.com

 Spotlight   
Customer Speaks

About outsourcing to Ebix Dan McCarthy, the CEO and Owner of Insurex, says, “It easily and efficiently allowed us to become a 24-hour operation.”

- As report by TAAR Report December 2004 issue.

 
Insights

ACORD Standards:

an Industry “Best Practice”