Products and Solutions

For insurance

Digital Platform for New Business in Surety Insurance

Robust and sophisticated solution, focused on online sales and fully customizable

The Digital Platform for New Business in Surety Insurance is a management system for selling insurance aimed at insurance brokers and insurers interested in streamlining the closing of new business. An important accelerator for business, delivering fast and measurable results.

For Insurers:

With the creation of new products for commercialization in record time, the sophistication and cutting-edge intelligence of the platform allow online publication and, within minutes, policies accessible through multiple distribution channels, including directly from the policyholder:

  • Risk Underwriting Intelligence
  • Governance and Business Rules Registry
  • Credit Analysis
  • Distinct hierarchies for Economic Groups, to serve different types of companies and clients

Main Features:

  • Online Quotation
  • Access Control
  • Approval Level Configuration
  • Commercial Structure
  • General Records
  • New Proposal Creation
  • Proposal Modification
  • Inquiries and Reports for client and policy portfolio management
  • Integrated Workflows and Offline Module
  • Management Dashboard

For Insurers:

The Ebix Solution enables the creation of new products for commercialization in record time, including a Risk Underwriting Module with important features for the process from proposal generation to issuance, along with various parameterizations.

The Records Module orchestrates data aligned with business rules and allows simulation and credit approval resources for clients. The result of this work is translated into speed, multiple integration possibilities, and an online and paperless operational flow.

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Main Features:

  • Risk Underwriting Intelligence
  • Governance Registry
  • Business Rules Registry
  • Workflow for activities
  • Credit Analysis Module
  • Distinct hierarchies for Economic Groups
  • Management Dashboard

The solution provides security for users and complete agility for business, with flexibility in parameterization and optimization of the operational flow.

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