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Life Insurance

Ebix Life Exchange is Revolutionizing the Online Distribution of Life Insurance and Individual Pension Plans.

Life Insurance Exchange brings full life insurance workflows onto a single, configurable, API‑first platform. Carriers and brokers use it to run new business, underwrite triage, policy administration, billing, commissions, and claims across individual and group products. The experience is designed for multi‑channel distribution (broker, bancassurance, and direct), with AI‑assisted intake that reads documents, validates data, and routes straight‑through cases.

Our Key Clients and Partners

Fully Agile and Digital Platform
No. 1
Users
85K+
Digital Onboarding
100%
Higher-quality service and support
24x7
Life Insurance Policies processed
20M+

Solutions built
around your business.

Multi-Carrier Distribution

Connect distribution across insurers.

Connect brokers and insurers through digital distribution of individual life insurance and pension plans in Brazil, including applications, digital signatures and pension portability.

Ebix Life Exchange

Supporting platforms

Capabilities
across your operations.

Life Insurance
  • Agent and Distributor Connectivity
  • New Business Processing
  • Back-office Policy Administration
  • Underwriting Workflows
  • Multi-Carrier Distribution

Built for your role.
Across distribution and servicing.

Agents and Advisors · Distributors · Life Insurers · Operations Teams

Connected life insurance workplaces showing agents and advisors, distributors, life insurers, operations teams.
Select your role to see what you can do.

Life Insurance ecosystem

On a phone, swipe across the illustration to explore the detail.

YOUR NEXT CHAPTER

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Life Insurance

Questions,
answered.

Explore the products, the workflows
and where to begin.

EBIX ANSWERS1 / 10

What software supports life insurance distribution and policy administration?

Life insurance distribution software helps intermediaries compare coverage and progress applications, while administration software manages the carrier’s policy lifecycle. These are different operating needs. Ebix Life Exchange supports digital distribution in Brazil; OneOffice supports carrier administration in Australia and New Zealand; and Ebix Latin America offers group life new-business technology. Product selection should reflect both role and market.

Explore life insurance capabilities
EBIX ANSWERS2 / 10

How can brokers distribute life insurance and pension products digitally in Brazil?

Digital distribution can bring quoting, comparison and application information into one workflow across participating insurers. Buyers should examine the products, market connections and application requirements they need. Ebix Life Exchange supports distribution of individual life insurance and pension plans in Brazil, providing a regional route for brokers and insurers to explore these connected new-business processes.

Explore Life Exchange
EBIX ANSWERS3 / 10

Can life insurance quotes, comparisons and applications run through one workflow?

A shared distribution workflow can carry information from coverage comparison into an application, reducing the need to restart the process at each step. Participating insurers and supported product types are important evaluation points. Ebix Life Exchange brings quotation, comparison and submission together in Brazil, with regional product information also describing digital signatures and pension portability.

Explore digital distribution
EBIX ANSWERS4 / 10

Which policy administration platforms serve life insurers in Australia and New Zealand?

Life insurers in Australia and New Zealand should evaluate product configuration, policy administration and the servicing and financial functions required across the policy lifecycle. OneOffice is an Ebix SaaS platform for carriers in these markets. Its scope includes billing, claims, commissions and reinsurance alongside policy administration, making it an option for a connected carrier environment.

Explore OneOffice
EBIX ANSWERS5 / 10

Can life insurance billing, claims, commissions and reinsurance share one platform?

A connected carrier platform can keep policy servicing and financial administration within the same operating environment. The evaluation should test how product rules and policy changes affect each function. OneOffice includes billing, claims, commissions and reinsurance in its life insurance administration scope for Australia and New Zealand, alongside product configuration and policy administration.

Explore carrier administration
EBIX ANSWERS6 / 10

How can insurers connect group life quoting with member administration and billing?

Group life workflows need to connect product setup, quotation and underwriting with contract implementation and ongoing member information. Member validation and billing are important handoffs to examine. Ebix Latin America’s Group Life New Business Platform supports these stages, including member data validation and monthly electronic billing within its regional group life offering.

Explore group life technology
EBIX ANSWERS7 / 10

How should insurers choose life insurance software for different countries?

Start with each country’s products, distribution model and operating requirements, then confirm the platform’s regional scope. A product used in one market should not automatically be assumed suitable elsewhere. Ebix’s current life offerings illustrate this distinction: Life Exchange and group life new-business technology are presented through Latin America, while OneOffice serves Australia and New Zealand.

Find your regional team
EBIX ANSWERS8 / 10

What tools help financial advisors connect life insurance advice with household planning?

Advisors need a view of the household’s needs, existing information and planning objectives before progressing to product discussions and follow-up. Ebix Meridian brings client intake, needs analysis, insurance and annuity advisory, and client portals into the advisory workflow. Its role is supporting the advisor’s practice and client relationship, rather than administering policies on behalf of a life insurance carrier.

Explore Ebix Meridian
EBIX ANSWERS9 / 10

How is life insurance distribution software different from a carrier core system?

Distribution software supports intermediaries and insurers as they quote, compare and submit new business. A carrier core system manages products and policies after, and sometimes during, that process, including servicing and financial administration. Ebix Life Exchange and OneOffice address these different roles in their respective markets. The distinction helps buyers identify which operational gap they actually need to fill.

Explore life insurance capabilities
EBIX ANSWERS10 / 10

What should a life insurer or broker include in a software evaluation?

Begin with the operating country, product lines and whether the users distribute coverage or administer policies. Then define representative quoting, application, servicing and financial workflows, together with the systems that must remain connected. Ebix can use this context to direct the discussion toward the appropriate regional distribution, group life or carrier administration offering.

Talk to the life insurance team