Ebix Life Exchange

Enable the sale of Pension Plans and Individual Life Insurance 100% Online

One of the major challenges for insurers and distribution channels of pension plans and individual life insurance is to simplify and streamline the commercialization process of these products.

With higher operating costs, inefficiency in the process, and the need to reduce commercialization expenses, contracting a product that requires the bureaucracy of signing a document by the client can make the sale unfeasible.

In addition, distribution channels are being restructured to gain more scale, and the need for good management of this structure is becoming increasingly complex.

The Ebix Life Exchange platform is the first solution in the Brazilian market that allows the fully electronic contracting of life insurance and individual pension plans, with portability requests.

The platform is more than a technological tool; it is a revolution in how your company can capture and manage new business. In this way, we ensure agility for the distributor and security for the insurer.

Benefits for Insurers

  • Agility in product commercialization
  • Customization of products for partners
  • Distribution channel management
  • Reduction of distribution costs

Results Achieved

  • Speed in implementing the platform across different distribution channels
  • Improved quality in customer service delivery
  • Elimination of paper in the contracting process
  • More comprehensive portfolio management

Key Features

  • Configuration and parameterization of products, with contracting rules, coverages, funds, campaigns, and other commercial conditions
  • Reserve projection studies for life insurance with survival coverage
  • Portability request of pension plan reserves, with direct integration to SIDE (Pension Portability System)
  • Electronic Signature making the contracting process 100% digital, including the completion of DPS (Personal Health Statement)
  • Communication workflow via email with configured messages
  • Authentication and Digital Security in all operations performed
  • Integration with insurers’ internal systems for electronic information exchange
  • White label solution with customizable look & feel
  • Management dashboard of the operation

Get in touch and learn how the Ebix Life Exchange platform can support your multichannel strategy for marketing pension plans and individual life insurance.

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