As part of the Broker/Agency solutions for the P&C market, Ebix provides key software components and services for managing the entire lifecycle of a policy. The enterprise-wide products span a range of key functions including front-office management, policy production and customer correspondence, real-time data exchanges and business intelligence.

Key Ebix products and Offerings for the Brokers and Agents within the P&C market-

EbixASP

Available to Agents, Brokers and MGAs in the United States, EbixASP is an Internet-based ASP model Management system specifically designed to handle various sized Agencies, Brokerage Houses, and caters to all P&C lines of business. The management system provides a comprehensive set of insurance-specific, automation solutions, a claims module and a detailed general ledger accounting system. Also, the application has a far-reaching collection and payment system built in.

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EbixDM

As the insurance market shifts further and further away from paper documentation toward methods that utilize electronic data exclusively, it is vital to have a cutting edge system that is designed with both of these methods in place. EbixDM, the premier document management system for insurance agents and providers, is that system. This critical transition in data sources is central to EbixDM’s design.

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eGLOBAL

Available to the brokers across the globe except in the United States, eGlobal is an e-Commerce enabled client- centric application. eGlobal handles both structured data processing requirements, such as policy processing, as well as important unstructured client related data including correspondence, images and files. eGlobal addresses all of a broker’s requirements from client and prospect management to quotations, policy recording and tracking, document production, client budgeting and claims management.

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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.

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CertificatesNow

CertificatesNow automates the process of certificate of insurance issuance and management. CertificatesNow provides a collection of unique features that relieves the burden of certificate issuance and management. From renewal batch delivery features to activity reports of issuance, CertificatesNow is a streamlined and time effective solution for all your staff engaged in issuing certificates.

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WinBEAT

Available to the brokers in Australia and New Zealand, this application contains full trust accounting facilities and several components to assist with compliance. WinBEAT is used by over 600 businesses and over 4,000 users Australia wide. Over 75% of Insurance Intermediaries use WinBEAT along with over 70% of Steadfast Members. WinBEAT interfaces with EbixExchange – Australia and EbixExchange –Online Quoting. WinBEAT also interfaces with all of the major premium funding applications both desktop and web based.

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EbixExchange – Australia

Available to both insurers and brokers in Australia, The EbixExchange – Australia platform allows insurance intermediaries and underwriters to transact together, securely in real time around a vast range of insurance products and services. EbixExchange – Australia is the only industry platform that connects intermediaries systems with insurance underwriting applications. It allows insurance professionals to process quotes, submit and respond to new business, make inquiries, endorse, renew policies, complete cancellations and lapses across home, motor, commercial, trade and most other general insurance products.

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Contact Us to know more about Ebix products and offerings within the P&C Insurer channel, which includes Product implementation, Professional Services, and Custom Project Development.

In addition to EbixASP in the United States, Ebix also supports its legacy agency management systems – EbixONE, Ebix Advantage, and ELITE. If you want to get more information on Ebix legacy platforms or have a support related enquiry, please contact us

Life Insurance

Ebix continues to listen to the Life insurance agency market and offers a full line of sales products and services to improve productivity and lower costs.

Key Ebix Products and Offerings for the Insurers within the Life Insurance market -

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.

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Sales Quoting and Research

Compare product rates and features from multiple companies side-by-side and then generate reports. Data accuracy is the most critical component of any quoting tool. At EbixExchange, we work directly with the carriers to provide the most current and accurate information.

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Carrier Ratings and Financials

VitalSigns software provides a quick, easy way to assess and present the financial strength of life insurance carriers. This system is ideal for a captive field force as well as the independent brokerage community.

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Illustration System

EbixExchange’s Illustration software – WinFlex is distributed to brokers by the carriers. WinFlex allows the brokers to enter a case once and illustrate for multiple carriers. Brokers can also create many advanced sales concepts and then compare permanent products side-by-side.

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LifeSpeed

LifeSpeed simplifies the order-entry process for selling life insurance policies and eliminates the challenge of tracking paper applications through numerous third-party providers and greatly reduces application error rates. LifeSpeed enables insurers to leverage their familiarity with the existing tool set and platform to achieve greater processing efficiency.

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The Policy Processor (TPP)

It takes insurance companies weeks, sometimes months, to underwrite a policy. An underwriter often has to rely on third party data sources like the MIB, MVR, APS/Paramed, and Inspection Companies to make decisions. Ebix addresses the challenge by providing a framework that can cohesively tighten the process by collecting data through web-based interfaces, intelligently routing workflow based on business rules, and connecting internal and external systems.

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Contact Us to know more about Ebix products and offerings within the Life Insurer channel, which includes Product implementation, Professional Services, and Custom Project Development.

Annuities

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.

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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.

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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.

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Contact Us to know more about Ebix products and offerings within the Annuities channel, which includes Product implementation, Professional Services, and Custom Project Development.

Health & Employee Benefits

Ebix Health, a division of Ebix, is the premier provider of healthcare benefits and claims management software, primarily deployed over the web as a single server, multi-tenant Software as a Service (SaaS) offering. Our customers include many of the nation’s largest health insurance carriers who utilize our solutions to serve millions of covered lives.

Ebix Health dedicated to making the job of the healthcare administrator "easier" and "more productive." Our philosophy is based on a direct appreciation for the effort and challenge of creating high performance and sophisticated, user-friendly tools. This philosophy has served as the common factor in the development of the FACTS® product line. With Ebix Health, you can meet all your health claims management needs from a single source - from software systems to hardware options to full-service training, support, and consulting.

Key Ebix Products and Offerings for the Insurers within the Healthcare benefits market:

LuminX

LuminX provides the flexibility you need to manage the full spectrum of health and employee benefits. Each LuminX LX Business Block™ covers a specific line of business and, when combined together, they form a powerful benefits management system. LuminX also offers online benefits enrollment and eligibility; web-based reporting and business intelligence; and fully integrated financial capabilities.

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Contact Us to know more about Ebix products and offerings within the Health & Employee Benefits channel, which includes Product implementation, Professional Services, and Custom Project Development.

70 top-rated Life insurance companies are Ebix clients and Ebix’s Life exchange powers more than 10 million life sales illustrations every year.

Ebix's annuity exchange powers approximately $60 billion in premiums annually in the United States.