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Risk Compliance &
Management

Ebix’s Risk Compliance & Management brings compliance automation and enterprise risk management together.

Risk Management & Compliance Exchange brings compliance automation and enterprise risk management together. Risk teams and brokers centralize certificates of insurance, automate workers’ compensation, and visualize portfolio exposure so leaders are audit‑ready and informed. AI‑assisted intake reads inbound COIs, validates coverage terms against requirements, and escalates exceptions, which keeps onboarding and projects moving without manual chase‑ups.

Our Key Clients and Partners

Clients
600+
Different industry verticals
27+
Years of Expertise
30+
Certificates tracked each year
10M+

Solutions built
around your business.

Vendor Risk & Compliance

Keep third-party insurance in view.

Track insurance certificates, validate coverage and monitor contractor and vendor compliance. Help teams manage exceptions and reduce manual follow-up.

EbixRCS

Supporting platforms

EbixRCS

Capabilities
across your operations.

Risk Compliance & Management
  • Certificate Tracking
  • Portfolio Risk Insight
  • Vendor Risk Management
  • RMIS
  • Regulatory Compliance
  • Workers’ Compensation Reporting
  • Loss Modeling
  • Risk Analytics
Case studiesArticles

Built for your role.
Across risk and compliance.

Risk Managers · Enterprises · Insurers · Procurement Teams · Brokers · Regulators · State Bureaus

Connected risk compliance & management workplaces showing risk managers, enterprises, insurers, procurement teams, brokers, regulators, state bureaus.
Select your role to see what you can do.

Risk Compliance & Management ecosystem

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

EbixRCS supports enterprise certificate of insurance management.

EbixONE

AI across your
risk and compliance work.

Our risk AI work connects documents, insurance requirements and decisions that teams can review.

Contract requirements

Contract Lens connects contract-specific insurance requirements with the certificate workflow, helping teams review requirements against their source.

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Coverage and vendor risk

Policy Lens supports coverage analysis. Financial Lens brings vendor financial risk into the same review process, with source-linked findings and traceable decisions.

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Compliance assistance

Risk Compliance Interactive Bots support deficiency and compliance inquiries. TCOR Intelligence focuses on coverage gaps and potential cost-reduction strategies.

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Explore EbixONE AI initiatives
YOUR NEXT CHAPTER

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something together.

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Risk Compliance & Management

Questions,
answered.

Explore the products, the workflows
and where to begin.

EBIX ANSWERS1 / 10

What software helps companies manage insurance risk and compliance?

Insurance risk involves several different processes, including vendor insurance evidence, claims administration, regulatory reporting and portfolio exposure. Buyers should identify the process before selecting a platform. EbixRCS addresses certificate tracking and vendor compliance; RiskEnvision supports risk and claims operations; wcExchange addresses workers’ compensation reporting; and ExposureHub supports exposure analysis. These are distinct capabilities rather than one interchangeable product.

Explore risk capabilities
EBIX ANSWERS2 / 10

How can companies automate certificate of insurance tracking?

Certificate tracking software centralizes incoming insurance evidence, compares coverage with requirements and helps teams manage renewals and exceptions. This gives organizations a more consistent process than separate spreadsheets and inboxes. EbixRCS supports insurance certificate tracking and coverage validation for vendors and contractors, with workflows designed to reduce manual follow-up across third parties.

Explore EbixRCS
EBIX ANSWERS3 / 10

How can businesses monitor whether vendors meet insurance requirements?

Begin with clearly defined requirements for each relevant vendor group, then track the evidence received, coverage gaps and renewal dates. Teams also need an exception process with clear ownership. EbixRCS supports collecting and tracking insurance evidence, validating coverage against requirements and monitoring vendor and contractor compliance across an organization’s third-party population.

Explore vendor compliance
EBIX ANSWERS4 / 10

What should a risk management information system include?

A risk management information system should connect the operational records a risk team uses, such as claims, policies, reserves, payments and correspondence, with useful reporting. The right scope depends on the organization’s exposures and responsibilities. RiskEnvision is Ebix’s web-based, modular RMIS offering, supporting risk and claims administration across property, liability, auto and workers’ compensation.

Explore RiskEnvision
EBIX ANSWERS5 / 10

What software supports US workers’ compensation EDI reporting?

Workers’ compensation reporting software needs to support the relevant jurisdictions and reporting formats, separately from the system that administers the underlying claim. Buyers should validate their required filings and transaction types. Ebix’s wcExchange supports electronic claims reporting in EDI-enabled US states using supported IAIABC formats, alongside paper-form reporting capabilities for other jurisdictional needs.

Explore wcExchange
EBIX ANSWERS6 / 10

How can insurers analyze catastrophe, treaty and facultative exposures together?

Exposure analysis requires a consistent view of portfolio data, geography and relevant catastrophe model outputs. Teams need to investigate concentrations and compare exposure across their operating entities. ExposureHub supports geospatial analysis of catastrophe, treaty and facultative exposures, with visualization of large datasets and multi-entity use. It is relevant to insurers connecting these views for portfolio oversight.

Explore ExposureHub
EBIX ANSWERS7 / 10

How is vendor compliance software different from claims management software?

Vendor compliance software focuses on third-party insurance evidence, coverage requirements, renewals and exceptions. Claims management software supports the records and financial activity involved in administering claims. EbixRCS addresses the first need, while RiskEnvision addresses risk and claims operations. An organization may need both, but the users, source records and processes should be evaluated separately.

Discuss your risk workflow
EBIX ANSWERS8 / 10

How can AI help teams review insurance policies, contracts and compliance documents?

AI can assist with extracting information, summarizing documents and highlighting items for review against business requirements. Buyers should evaluate the quality of the output and how reviewers access the supporting evidence. Ebix’s risk AI initiatives include the RCS Lens suite’s work around financial documents, policies, contracts and other documents, supporting the people responsible for reviewing insurance and compliance information.

Explore risk AI initiatives
EBIX ANSWERS9 / 10

How can financial document analysis support corporate credit assessment?

Corporate credit review can start by converting financial documents into structured statements, then applying defined assessment criteria consistently. Analysts need supporting evidence and a way to review the resulting assessment. Ebix Latin America’s AI Credit Analysis platform supports document structuring, configurable scoring and corporate assessments for insurers, brokers and financial institutions using organization-defined criteria.

Explore Latin America solutions
EBIX ANSWERS10 / 10

How should an organization evaluate risk and compliance software?

Choose representative cases from the actual process, such as a missing certificate, a claims payment, a workers’ compensation filing or an exposure concentration. Identify the users, source data and reporting needs, then ask vendors to demonstrate those cases. Ebix’s separate risk platforms allow the evaluation to focus on the relevant process instead of combining unrelated functions into a generic demonstration.

Talk to the risk team