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ease
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design
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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

EbixEnterprise serves as an all-encompassing solution for insurance management, effectively optimizing policy oversight throughout its entire lifecycle. The platform comprises six key elements: Customer Relationship Management (CRM), health insurance exchange, policy administration, claims administration, data analytics, and a consumer web portal. These components are interconnected, facilitating the seamless transfer of data in response to various business requirements. SmartOffice CRM empowers organizations to efficiently handle agent and broker details, commission structures, sales pipelines, and state licensing information. Furthermore, the Online Quoting Portal, HealthConnect, stands out as a premier marketplace for both buyers and sellers of health insurance and employee benefits. In addition, EbixEnterprise Administration functions as a robust policy management system, equipping users with all necessary tools to oversee policies, define insurance plans, and maintain associated rate data. This comprehensive approach not only enhances operational efficiency but also drives improved decision-making across the organization.

Description

Exceptional insurance illustration software designed to enable your advisors to present with professionalism, as it automates many tasks for them. Acknowledged by Celent as a top performer in the 2020 Life illustrations report, it allows users to leverage multiple solutions, explore hypothetical scenarios, and compare complete products or specific features easily. With just one click, you can showcase insurance benefits and evaluate them against various financial products or strategies. Our platform is entirely web-based, yet it can also function offline on a laptop when necessary, ensuring that even in offline mode, all rules, rates, and calculations remain accessible and shareable. This versatility makes it an invaluable tool for advisors looking to enhance their client presentations effectively.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Equisoft/centralize
Equisoft/connect
Equisoft/manage
Virtual Cabinet

Integrations

Equisoft/centralize
Equisoft/connect
Equisoft/manage
Virtual Cabinet

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Ebix

Founded

1976

Country

United States

Website

ebixhealth.com

Vendor Details

Company Name

Equisoft

Founded

1994

Country

Canada

Website

www.equisoft.com/products/quotes-illustrations-illustrate

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