AI embedded in our platforms and workflows. EbixONE connects intelligence with the data, decisions and actions already inside insurance, risk, health, finance and operations. Document understanding, guided automation and insights work within the platform experience, with domain expertise and human oversight.
Explore AI capabilities embedded across Ebix Meridian, EbixEnterprise and Ebix Risk.
Document intelligence, planning and portfolio insight, connected to the client record and reviewed by the advisor.
Upload a brokerage statement as a PDF, image or CSV. Portfolio Lens extracts holdings, looks through funds to their underlying asset mix, scores diversification, concentration and cost, and compares holdings against household policy targets. The client-ready review is saved to the client file.
Explore on Ebix Meridian ↗Turns a 100-page private-placement memorandum into a structured offering intelligence record: strategy, sponsor, minimums, fees, risks, and key dates extracted into fields the advisor reviews and confirms instead of retyping, each cited to its page.
Explore on Ebix Meridian ↗A Q&A layer over the offering documents for advisors and clients, presented split-screen with the document viewer, where clicking a citation scrolls to the exact source. Answers come only from the documents, with a confidence indicator on every response.
Explore on Ebix Meridian ↗Scores an offering against the client Meridian already knows: liquidity, horizon, risk, concentration, accreditation, and outstanding commitments. Move the commitment slider and watch the fit dimensions respond in real time.
Explore on Ebix Meridian ↗Identifies the scenarios that actually matter, builds them automatically, and answers what-ifs (retirement age, market sequence, a new PE commitment) by running the planning engine rather than guessing.
Explore on Ebix Meridian ↗Shows the gap and recommends how to close it, goal by goal. Click an action and Meridian creates the workflow: life quote, annuity comparison, investment proposal, or a client task in the portal.
Explore on Ebix Meridian ↗Operational AI for private markets: predicts late capital calls, stalling subscriptions, expiring accreditations, and liquidity shortfalls before they happen, each with a recommended action that feeds the operations desk.
Explore on Ebix Meridian ↗Builds the advisor briefing before the meeting, captures decisions and changed facts during it, and generates the recap, tasks, and plan snapshot after, always proposing changes for the advisor to confirm rather than applying them silently.
Explore on Ebix Meridian ↗Ask the book of business a question in plain English, across planning, risk, assets, and products, and get the answer with the table, the chart, the filters applied, and suggested next actions. Answers draw on governed metrics rather than free-form SQL.
Explore on Ebix Meridian ↗Document summaries and answers link back to the underlying source, with confidence indicators for review.
Proposed records, meeting actions and changes are reviewed and confirmed by the advisor.
Plan scenarios use the planning engine; portfolio questions use governed metrics rather than unrestricted queries.
Workflow intelligence across distribution, administration, claims, digital experience and reporting, with confirmation before execution.
Turn plain-language requests into real actions across workflows. Create tasks, pull records, trigger workflow steps through natural conversation.
Explore on EbixEnterprise ↗Predictive signals surface which pipeline items are most likely to stall, need follow-up, or represent highest-value next actions.
Explore on EbixEnterprise ↗Analyze the current state of a case and flag what is probably still needed based on pattern and context, before delays happen.
Explore on EbixEnterprise ↗Surface differences, anomalies, and patterns across plans, claims, records, and data sets that warrant attention.
Explore on EbixEnterprise ↗Convert conversations into structured summaries, tasks, and follow-ups that connect back to the workflow automatically.
Explore on EbixEnterprise ↗Ask operational questions in plain language and receive actionable answers without building reports or navigating dashboards.
Explore on EbixEnterprise ↗Detect and resolve duplicate records with confidence scoring, similarity analysis, and merge assistance.
Explore on EbixEnterprise ↗Forecasting, reconciliation, and expected revenue analysis to align pipeline, production, and financial visibility.
Explore on EbixEnterprise ↗AI actions require user confirmation before they execute.
Recommendations, actions and outcomes are logged and traceable.
Model access, prompt governance, action permissions and tenant-level AI configuration.
Contract, policy and financial intelligence extend the COI workflow, connecting vendor compliance decisions to the documents and risk signals behind them.
Extract insurance obligations from contract language and align COI validation with the agreement’s specific limits, endorsements and waivers. Each decision links to its source contract clause, with expert review for non-standard endorsements and complex waiver language.
Explore on Ebix Risk ↗Analyze and classify policy documents, including endorsements, exclusions and form schedules. Findings cite the exact policy location and carry Low, Moderate or High severity scores to help teams prioritize review. Policy Lens connects with Contract Lens to surface gaps against the coverage the agreement requires.
Explore on Ebix Risk ↗AI-driven mapping, extraction and analysis turn balance sheets, income statements and tax returns from PDF, image or Excel into vendor financial insight. Scoring uses your ratios, weights and thresholds. OFAC, Dun & Bradstreet and LexisNexis signals join the vendor health view, while scores, overrides and waivers retain reviewer, timestamp and rationale. Portfolio rollups expose concentrations of third-party financial risk.
Explore on Ebix Risk ↗Contract decisions link to source clauses, and policy findings cite their exact document location.
Non-standard endorsements, complex waiver language and flagged certificates can be escalated for expert review.
Financial scores, overrides and waivers retain the reviewer, timestamp and rationale in an audit-ready record.