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Case Studies

The work behind better business. Client implementation stories across insurance, finance and healthcare.

THE EBIX COLLECTION
Contents

15 case studies

  1. 01From 21 business days to threeEbixEnterprise · Client story
  2. 02Seven underwriting businesses. One view of exposure.ExposureHub · Client story
  3. 03A lending decision before the customer leaves the counterIndus / Ebix Lending Suite · Client story
  4. 04When the investment decision no longer waits for reconciliationMoneyWare Fund Management · Client story
  5. 05Bringing the client’s financial picture forward by two weeksMoneyWare Wealth Management · Client story
  6. 06Connecting the showroom, the dealer and the lenderIndus retail and inventory finance · Client story
  7. 07A renewal that doesn’t need to be entered twiceEbix Evolution with Sunrise Exchange · Client story
  8. 08What was the business really spending on risk?RiskEnvision · Client story
  9. 09The certificate was on file. Did the coverage meet the contract?Ebix COI and Lens intelligence · Client story
  10. 10From a messy employee census to a carrier-ready proposalEbixEnterprise Quote to Card · Client story
  11. 11Negotiating the risk without losing control of the contractPlacingHub DataFirst · Client story
  12. 12Thousands of vendors. A firmer grip on construction risk.Ebix RCS · Client story
  13. 13Investment operations across currencies and time zonesMoneyWare Asset Management · Client story
  14. 14A filing is not finished when it is sentwcExchange · Client story
  15. 15Preparing for the meeting before the client walks inEbix Meridian · Client story
EBIX / CASE STUDIES01
Client story · Health & benefits

Ebix Solution implemented — EbixEnterprise

From 21 business days to three

A national voluntary benefits carrier connected administration, billing and claims, with a measurable change in onboarding time.

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CLIENT STORYSCROLL TO READ ↓
Client onboardingPublished client result. Onboarding fell from 21 business days to three.
Before21 business days
After3 business days

The work between the systems

A national voluntary benefits carrier had invested in technology, but its operation still depended on multiple legacy platforms and external vendors. Policy administration, billing and claims remained fragmented. The carrier adopted EbixEnterprise to bring these activities together, using a pilot to check performance and fit with existing workflows.

What changed

The published implementation reports electronic enrollment increasing from 10% to 60%. Digital billing replaced paper invoices, bringing billing turnaround from 14 days to one or two. Payment automation reached 99%, with posting within 24 to 48 hours. Client onboarding fell from 21 business days to three.

Members, employers, agents and administrators also gained access to current information and self-service tools. Support incorporated live chat and escalation alongside access to the underlying records. These are reported automation outcomes; the source does not establish that AI produced them.

Why the sequence matters

For a benefits business, faster onboarding has little value if the information arriving in billing or claims is incomplete. A useful modernization plan follows the record through the operation. Who receives the enrollment? Where is eligibility checked? What happens when a payment cannot be matched?

Starting with a pilot gives the team a chance to answer those questions before extending the process. It also makes exceptions visible. A process that works for a clean application must still have an owner when a member record, invoice or payment requires investigation.

What to compare in your own operation

Track elapsed onboarding time alongside the number of manual touches and the volume of records returned for correction. Separate time spent working from time spent waiting. That distinction helps a team decide whether it needs a better screen, a clearer handoff or a different operating process.

The lesson from this implementation is the combined effect of connected activities. Enrollment, billing and payments each have their own measures, but the client experiences the whole journey.

The practical point

Look for the handoffs that delay service, then measure the complete journey.

Anonymized account of a published Ebix Health client implementation. Results apply to that deployment; the source does not identify its measurement period.

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