Ebix P&C solutions connect brokers, MGAs, and carriers across the full insurance lifecycle, from submission and placement through binding, servicing, and renewal. Broker operations, document exchange, placement workflows, and post-bind servicing are supported through purpose-built platforms that work independently or as a connected ecosystem. Submissions arrive structured and complete, placements move with fewer manual touchpoints, and data generated at every step remains accessible through APIs for downstream servicing and reporting.
At the core of broker operations, EbixEvolution provides enterprise policy administration and servicing across multi-line, multi-country P&C portfolios, while TeamUp enables secure submission intake and document collaboration between brokers and carriers. In the United States, EbixASP supports agency management and API-driven quote-bind workflows. In the London market, PlacingHub enables structured digital placement aligned to market standards. In Australia and New Zealand, Sunrise Exchange remains the market-leading real-time broker–insurer gateway, complemented by iClose for digital quote-bind. Across Brazil and LATAM, Ebix Latin America delivers digital new-business and multi-line distribution platforms. Clients can deploy Ebix components individually or as a connected stack to shorten placement cycles and run their entire business across their P&C operations.
Bring policy records, client servicing and financial operations into the day-to-day work of your agency or brokerage. Support teams managing complex insurance portfolios across their operating markets.
Exchange insurance transactions and data between intermediaries and insurers. Support quotes, new business, endorsements and renewals, with translation services that help systems communicate in standard formats.
Bring submissions, quotation and placement into structured digital workflows. Support the path to binding through the exchange or placement platform appropriate to your market.
Manage policy records, changes and servicing throughout the insurance lifecycle. Brokerage platforms support internal operations; exchange platforms connect policy transactions with trading partners.
Share submissions and supporting documentation between brokers, carriers and underwriters. Keep placement information organized around a structured workflow.
Support surety product creation, online distribution, credit analysis and governance rules. Give insurers and brokers a connected route through new business and policy issuance.
Visualize catastrophe, treaty and facultative exposures across portfolios. Work with geospatial information and catastrophe model outputs to explore large datasets.
Agents · Brokers · MGAs · Insurers · Underwriting teams
Manage your client relationships and the day-to-day work of your agency.
Run your brokerage and take client risks to market.
Work with your distribution partners and manage the business placed under your authority.
Assess the risk and work with brokers to agree the right terms.
Connect with your distribution partners and support business throughout the policy lifecycle.
EbixONE
Our P&C AI work spans renewals, exposure analysis, document handling and broker accounting.
Insurance Renewal AI extracts data, tracks quotes across carriers and provides recommendations for commercial property renewals.
ExposureHub combines geocoding, visual portfolio modeling and AI-driven risk analytics to help teams understand their exposure.
AI-powered extraction populates system fields from incoming PDF forms, reducing manual entry in back-office workflows.
The Ebix Integrated Reconciliation Service, powered by receipting.ai, matches broker payments and posts receipts to the ledger. Postings are auditable, with unmatched items referred for human review.
Explore reconciliation on Ebix Evolution ↗Ebix’s document management AI work supports document search, summaries, comparisons and questions about a document or client file. It also assists with classification, metadata and retention.
Explore document AI on Ebix Evolution ↗Explore the products, the workflows
and where to begin.
The required software depends on the organization’s role. Brokers need client, policy and servicing tools; carriers and MGAs also need ways to exchange information, distribute products and manage placement or underwriting workflows. Ebix’s P&C portfolio covers agency management, exchanges, digital placement, surety and exposure analysis through different products and regional offerings.
Explore P&C capabilitiesIndependent agencies should evaluate systems against their client and policy records, servicing, renewals and financial workflows, as well as the carrier information they receive. EbixASP is an agency management option for US P&C agencies. TeamUP addresses a related but separate need: exchanging carrier information with agencies. The appropriate starting point depends on which part of agency operations needs improvement.
Explore EbixASPCarrier-to-agency exchange workflows move insurance information between the systems used by trading partners. Buyers should examine delivery, data formats, archives and the ability to resend information when needed. The TeamUP Exchange supports agency connectivity and download workflows, with translation services helping systems communicate. It complements the agency system that manages the information after it arrives.
Explore TeamUPBrokers should distinguish internal management software from exchanges that connect them with insurers. Regional availability and participating markets are central to the decision. Ebix’s regional portfolio includes WinBeat, Sunrise Exchange and iClose for broker operations and market connectivity. The Australian team can help match the relevant product and transaction workflows to the brokerage’s requirements.
Explore Ebix AustraliaA Brazil-focused evaluation should consider local brokerage operations, insurer relationships and distribution workflows rather than assuming an overseas agency system is suitable. Ebix Latin America offers Ebix Evolution for large brokerage operations, Broker Portal for portfolio and servicing information, and digital new-business platforms for general insurance and surety. These provide regional starting points for different operating needs.
Explore Ebix Latin AmericaDigital placement platforms organize submissions and the exchange of placement information between brokers and insurers. Buyers should assess how a platform supports their market workflow and the information needed to progress business. PlacingHub, from Ebix Europe, addresses structured digital placement in the London market. Its role differs from a management system used to run a broker’s internal operations.
Explore PlacingHubGeospatial exposure tools help teams investigate where insured risks are located and how concentrations relate to catastrophe and portfolio information. Evaluation should include the datasets, model outputs and organizational views required. ExposureHub supports catastrophe, treaty and facultative exposure analysis, incorporating catastrophe model outputs and interactive portfolio visualization for insurers reviewing large exposure datasets.
Explore ExposureHubSurety new-business technology should connect the application, assessment and issuance process while accommodating the product and governance rules used by the insurer. Ebix Latin America’s surety platform supports product creation, online distribution, credit analysis and governance rules. Its regional offering provides a starting point for insurers and brokers examining how to connect these stages.
Explore surety technologyDocument handling, renewal preparation and payment reconciliation are practical areas to examine because they involve repeatable information tasks and reviewable outputs. Ebix’s P&C AI work covers these areas alongside exposure analysis. Ebix Evolution describes document search and summarization, and payment reconciliation that refers unmatched items for review. Availability should be evaluated against the particular product and workflow.
Explore Evolution AIAn agency management system supports the agency’s own client records, policy administration and servicing. An insurance exchange moves transactions or information between trading partners. Many organizations need both functions. Ebix provides management and exchange products across different markets, so an evaluation should begin with your geography, current systems and the internal process or external handoff you want to improve.
Find the right P&C solution