Products and Solutions

For brokers

Ebix Life Exchange: Revolutionize the Online Distribution of Life Insurance and Individual Pension Plans

Maximize your sales of Individual Life Insurance and Pension Plans with a fully digital, efficient, and agile platform.

As an insurance broker, you face constant challenges in distributing life and pension products: complex processes, high operating costs, and the pressing need to optimize your operations to reduce expenses and gain efficiency.

Ebix Life Exchange is the ideal solution — delivering simplified and efficient management with access to a broad range of products from multiple insurers, all in one place.

With Ebix Life Exchange, you gain a revolutionary platform that transforms the way you sell, manage, and administer products and clients.

  • Offer products from multiple insurers in a single platform. Access a wide range of options and select the best offers for your clients without the need to switch between systems.
  • 100% Digital Onboarding: with electronic signature and online completion of the Health Questionnaire (DPS), the entire sales process is simplified and agile.
  • Say goodbye to paperwork and bureaucracy — the platform is fully paperless.
  • Secure your transactions with digital authentication and integrate directly with insurers’ systems for safe and efficient data exchange.
  • Gain access to a comprehensive dashboard to manage your client portfolio and monitor performance with ease.

Direct Benefits for You and Your Partner Network

  • Efficiently manage multiple users and partners within the same platform, simplifying the control of sales across your team and distribution network.
  • Provide differentiated access for each user and partner, enabling process management and performance monitoring with greater effectiveness.
  • Start your operations quickly and seamlessly, and easily scale to onboard new partners.
  • Deliver higher-quality service with faster and more efficient support for your clients, boosting satisfaction and loyalty.
  • Manage your portfolio and that of your partners with tools that streamline administration and tracking.

Key Features

  • Efficient communication via email with customizable, personalized messages.
  • Configure products, underwriting rules, and coverage options according to your business needs.
  • Request portability of pension plan reserves, enabling seamless integration with insurers’ information exchange systems.
  • Leverage a white label solution with fully customizable design to reflect your company’s brand identity.

Get in touch with us to discover how Ebix Life Exchange can transform your sales strategy and help you reach new levels in the commercialization of life insurance and individual pension plans.

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