Templates converts unformatted text into uniform, well presented intermediary invoices.
Your employees waste time and effort re-formatting policy coverage information to create professional-looking and printer friendly documents.
All in all, this process is inefficient, costly and creates professional indemnity exposure for your business.
The Template solution streamlines text received from insurers by processing them into your broking system, then into the invoices you issue to clients.
Enhance productivity - By using our standard Templates, you can improve productivity by re-deploying time elsewhere. Any changes insurers make to their products are automatically updated by Ebix Australia within Templates so you benefit from all of the improvements at no additional charge.
Maintain consistency - Standard Templates provide uniformity across all insurer products. This eliminates the need for your employees to re-key insurer schedules into a format for your business and means they become familiar with a similar look and feel regardless of the product, or of your employees’ specialty area.
Reduce risk - By reducing manual intervention, you decrease your company’s exposure to Professional Indemnity claims and client confusion. With this you gain peace of mind that the data within your systems and invoices is accurate and compliant.
Streamline integration - Our standard Templates complement your broking system templates. They take the details passed by EbixExchange – Australia and relevant information gathered from within your system to create professional looking documents.
Improve accuracy - You can be confident that the documents you are presenting to your clients are accurate from the start. Whether you’re emailing, printing, or storing them for future use.
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