Management Platform for Risk Managers Across Industries

Managing risks and insurance programs within a large enterprise — across verticals such as utilities, agribusiness, telecom, construction, and more — is a complex task. When it comes to overseeing insurance programs, guarantees, claims, performance, and results, we are dealing with highly intricate operations that involve multiple processes and numerous stakeholders inside and outside the organization.

With a focus on innovation and execution, the Risk Management and Insurance Platform provides risk managers with a single point of access to manage proposals and contracted policies, expirations, and risk questionnaires to support renewal processes. The solution also features dashboards and detailed reports with information on Brokers, Insurers, Reinsurers, Coverages, Deductibles, and Policy Limits.

The platform’s structured management framework enhances collaboration, streamlines workflows, and ensures compliance with operational tasks, freeing professionals to focus on strategic initiatives. Built with hierarchical control and sharing capabilities, the system supports document management, task tracking, and full audit trail functionality.

Ebix’s Digital Platforms seamlessly integrate with legacy systems, delivering a fully digital, efficient, and user-centric experience.

Key Features

  • Submit new requests entirely online and track all orders directly on the platform
  • Manage policy terms, renewals, and insured amounts with full control
  • Management dashboard for real-time monitoring of your portfolio
  • Automated routines through communication workflows
  • Centralized control of pending items and action plans, with complete traceability of documents in a single repository
  • Optimize time and resources through digital management, enabling real-time efficiency gains and cost savings
  • Responsive platform that adapts seamlessly to the user’s device — whether laptop, tablet, or smartphone — ensuring an intuitive experience
  • Integration with internal corporate systems for secure electronic data exchange
  • Customizable white-label solution with tailored look & feel
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Other features

  • Access Control
  • User Dashboard
  • Profile and Permission Management
  • Internal Communication Workflow within the Platform
  • Entity and Individual Registry
  • Economic Group Registry and Subsidiaries
  • Submission of General Insurance and Surety Requests
  • Digital Signature for Insurance Requests
  • Policy Management
  • Endorsement Management
  • Capacity and Limit Management
  • Management of Rates and Commercial Terms Approved by Insurers
  • Multiple Query Options
  • Report Extraction
  • Executive Dashboards

Get in touch and discover the Ebix Risk and Insurance Management Platform.

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