Effective sales automation solutions enable medical carriers to reduce costs through workflow automation and increase sales through shortened sales cycles, more effective cross selling, higher retention and improved broker loyalty. To assist medical carriers in developing effective solutions that meet the needs of all constituents (brokers, underwriting, sales, actuarial, and employers/employees), Ebix has developed three highly configurable modules that address the entire sales and service lifecycle – Quoting, Enrollment and Renewals.

Ebix leverages its wealth of expertise to provide carriers an attractive, user friendly quoting system that brokers know, and more importantly, use. All activity is tracked, reported and analyzed. Our Online Quoting system has years of broker requests and enhancements built-in to ensure adoption. The system reduces carrier administration costs, improves broker relations, and has a convincing return on investment that immediately impacts the bottom line.

From quoting to case installation in minutes, not days. A seamless, errorless enrollment is completed online driving sales, revenue, and decreased turnaround times. Your state approved form of application is reproduced in digital format to provide an intuitive user interface that is used by the employer, employee, broker, or GA. Ebix offers several options for delivery to meet every carriers’ needs. Carriers can choose clean scrubbed paper applications, digital PDF documents, XML data transfers or full deployment to the carrier’s legacy system.

Leveraging the quoting and enrollment systems, Ebix provides a complete online renewals module that allows the broker to quote the renewal as well as options, communicate the alternatives to the client, and then complete the renewal online. Online Renewal automates a service and paper intensive process, lowering costs and increasing persistency.