Products and Solutions

For Insurers

Ebix Evolution

Integrated System for Insurance Brokerage Management

Ebix Evolution is a complete solution for managing large insurance brokerages, offering full control over your client portfolio, sales, production, and operational performance.
With a robust and intuitive platform, it allows you to optimize processes, manage commissions, and monitor every sales point strategically.

Benefits of Ebix Evolution

  • Integrated Brokerage Management – End-to-end administration, from client relationships to financial and accounting management.
  • Financial & Accounting Module – Unified control of billing, accounts payable and receivable, accounting records, and detailed reports for accurate decision-making.
  • Claims Module – Efficient management of all claim stages, from setup to processing, ensuring agility and transparency.
  • Advanced Customization – Adapt the platform to your company’s specific needs, maximizing efficiency and results.

With Ebix Evolution, your brokerage gains more productivity, control, and intelligence to drive growth in the insurance market.

Advantages of Ebix Evolution

  • Complete end-to-end process management
  • Support for all lines of business
  • Multi-currency, multi-language, and multi-geography capabilities
  • Task Diary and Audit Trail (across the entire system)
  • Flexibility & Independence: user-driven configuration of additional fields, documents, and reports
  • Experience & Robustness: trusted by more than 180 clients in 50 countries

General Features

  • Cash or accrual accounting;
  • Daily, monthly, and annual closing, programmable or staggered, with pre-processing validations;
  • Accounting Book with dual-level records (detailed and grouped), enabling extraction of a wide range of managerial and administrative reports;
  • Full claims registration and tracking, including payments;
  • Electronic Document Management;
  • Hierarchical structure configuration by company, branch, or cost center;
  • Report builder allowing customized report creation according to user needs;
  • Report export to MS Excel, PDF, and electronic submission directly from the application;
  • Product and risk configurator, allowing setup of underwriting and commercialization rules, covering all insurance lines;
  • User management by profiles, access rights, and role configuration according to company hierarchy, including Single Sign-On for centralized access management.
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