- A comprehensive underwriting and financial management system, Ebix Evolution manages Client Relationships, Quote and Policy Management and handles Claims administration. These functions are supported by intuitive system workflow which includes Diary and Task Management. Evolution also integrates seamlessly into the market leading EbixExchange platform to automate the Placing, Accounting and Claims process.
- Workflow tasks and an overview of key business indicators are summarised in a user defined Dashboard, the home page for all system activity.
Broking functions are supported by a full function accounting system handling common transactional processing such as banking, settlements, journals and payments through to an optional fully integrated General Ledger. The high level of interaction between the broking functions and financial reporting provides a comprehensive management tool.
Importantly, Evolution can be extensively customised to reflect your specific business requirements. Customisation extends to most aspects of system operation the including risk wordings, templates, policy documentation, marketing information, standard letters, claims codes and categories, reporting options and the content and appearance of documentation.