Ebix Inc.

Welcome to Tee to Green Service – from EbixExchange. Get the right automated tools and expertise to help increase your agents’ success, efficiency, and convenience.

Looking to improve conditions and results for agents who still toil in paper-based operations? Or, do you seek to streamline sales support operations by choosing a single provider – one with an established record of success?

With EbixExchange’s Tee to Green Service, now you can take all of your life insurance and annuity sales transactions from initial research and illustrations to order-entry and post-sale service – and all with one provider.

With EbixExchange you will find the latest multi-carrier technology available to support all your life insurance and annuity transaction needs – and all from a single provider. And because compliance features are built into our technology, the end result is increased In Good Order transactions for your firm – which equates to higher sales as well as rep success and job satisfaction. Now you can “Get to your Green” in less strokes!

From initial quote and comparison to sales illustrations to final application completion, our suite of specialized tools supports the entire life and annuity sales process.



A hosted suite of agent sales tools that provides quotes/comparisons on term, Annuity, LTC and UL; also includes VitalSigns carrier ratings and financial reports.	Illustration software providing the life brokerage community with side-by-side product comparisons that can include advanced concepts such as split dollar, deferred comp, and executive bonuses. WinFlex includes reports on system statistics to help improve market planning.	Intuitive application wizard guides the agent through the entire sales process – from importing illustration data directly into the application wizard to completing both Parts A and B of an entire life application.	Full transaction, compliance, and account inquiry support for all annuities, including variable, fixed, SPIA, and equity-indexed.