Harbourview Logistics
COMMERCIAL · 3 LOCATIONS · PROPERTY + LIABILITY · RENEWAL 30 NOV
Northgate Medical
PROFESSIONAL · MALPRACTICE · CYBER ADDED · OPEN CLAIM
Alder & Finch Group
CORPORATE · 4 ENTITIES · MULTI-CURRENCY · FLEET 120
Harbourview Logistics
programme✓ invoice issued
Receipted · insurer settlement queued
The enterprise broking platform for complex portfolios
EbixEvolution is Ebix's flagship policy administration and broker management platform for property and casualty insurance.
Client relationship management, quote and policy administration, claims, a full-function accounting engine, diary and task management, reporting and compliance, and insurer connectivity in one structured environment. Built for brokers operating across multiple lines of business, countries, currencies, and regulatory environments.
Leading insurers and brokers connect through Ebix platforms
Gallagher
AUB Group
Allianz
AIG
Arteva
Three generations
of one core platform
Ebix has been building broking platforms for more than thirty-five years. EbixEvolution is not a new arrival in this market: it is the third generation of a system brokers have run their businesses on since CBS, and the one that carries them into AI.
CBS
Where it started. One system of record for clients, policies and accounts, built when a broking system meant a terminal on every desk.
eGlobal
The next generation. The same core carried forward onto the desktop: broader function, richer data, and a workflow brokers could drive themselves.
✦ 97.6% of broker payments matched and posted, no manual keying, every posting auditable.
EbixEvolution
Today. Policy, claims, accounting, workflow, reporting and self-service in one browser-based core platform, deployed in more than 40 countries, and the platform the first Ebix AI service for brokers runs on: premium reconciliation, in production.
Every broker, every market,
one company
EbixEvolution is the enterprise end of a range. Alongside it, WinBEAT and EbixASP give small and mid-sized brokers and agencies a ready-to-deploy system on pure SaaS, so whatever the size of the brokerage, wherever it trades, and in whatever currency, there is an Ebix P&C broking platform built for it.
EbixASP
Small and mid-sized agencies, MGAs and wholesalers
Cloud agency management designed around ACORD forms, with every module under one subscription.
WinBEAT
Small and mid-sized brokers
Broker management for the smaller brokerage, ready to deploy as pure SaaS on the cloud and run by brokers around the world.
EbixEvolution
Enterprise, corporate and international brokers
The core platform for complex, multi-entity, multi-currency portfolios, on the cloud or your own infrastructure.
A core broker platform
EbixEvolution is built for brokers who run serious, high-volume P&C businesses: substantial commercial and specialty portfolios, multiple lines, multiple insurers, and operations that cross countries, currencies, and regulatory frameworks.
Deployed in more than 40 countries and trusted by more than 180 clients, it is designed as a long-term core system: a stable foundation for growth, acquisitions, and geographic expansion without repeated re-platforming.
The complete platform
for broking firms
Client relationships, quotes and policies, claims, accounting, workflow, reporting, and self-service in one structured environment, so information is entered once and flows through the whole brokerage without duplication.
Policy & Risk Management
Placement, servicing, and renewals; endorsements, cancellations, and mid-term changes; structured risk and coverage data across every P&C line, on one policy record.
Claims, Accounting & General Ledger
Claims administration from registration to payment, backed by a full-function accounting engine for banking, settlements, journals, payments, and reconciliations, with an optional multi-company, multi-currency General Ledger.
Workflow, Reporting & Self-Service
Diary and task management summarised on a user-defined dashboard, portfolio and compliance reporting with a report builder, an audit trail across the entire system, and customer self-service and e-commerce for clients.
How the platform fits together
Six working modules share one client record, one policy record, one accounting engine, and an audit trail across the entire system. Everyone who touches the brokerage works from the same platform, and the dashboard is the home page for all of it.
Complex commercial and specialty risks across multiple insurers, on one core platform.
Operations across countries on a consistent platform with localised compliance and reporting.
Niche and high-value risks and underwriting agencies, where structured data and strong controls are essential.
One placement, end to end. The risk is captured once, goes to market from the record, is bound and invoiced on it, and is serviced and renewed from the same file for as long as the client stays.
Client, contacts, locations, and risk details are entered once on the client file, and every quote, policy, and document that follows is generated from them.
+ New placement
Market terms · Harbourview Logistics
Terms are requested from the insurers you choose and compared on the placement. Where the market runs an exchange, such as Sunrise Exchange in Australia or EbixExchange in the UK, Evolution sits behind it as the managing system and the transaction flows through electronically.
Binding creates the policy, the documents, and the accounting entries together. Banking, settlements, journals, and payments follow in the same accounting engine, and bank and card payment files upload automatically.
Harbourview Logistics
COMMERCIAL · 3 LOCATIONS · PROPERTY + LIABILITY · RENEWAL 30 NOV
RENEWAL · 30 NOV
Terms invited
Three insurers approached, two returned.
Northgate Medical
PROFESSIONAL · MALPRACTICE · CYBER ADDED · OPEN CLAIM
CLAIM · OPEN
Adjuster appointed
Correspondence filed on the claim record.
Alder & Finch Group
CORPORATE · 4 ENTITIES · MULTI-CURRENCY · FLEET 120
ENDORSEMENT · FLEET
Vehicles added
Endorsement issued, invoice raised in GBP.
Endorsements, claims, and renewals all happen on the record the placement created. Diary and tasks keep the work moving, and the file tells the whole story at renewal.
The whole brokerage, one platform
Let the platform carry the record while your people carry the client relationship
Five markets, one platform
Deployed in more than 40 countries, EbixEvolution is marketed and supported by Ebix teams in these five, with the local insurer connectivity, accounting conventions, and regulatory reporting each one expects. Global consistency with local flexibility.
United States
Large and enterprise P&C brokers
Ebix, Inc.
United Kingdom
Brokers and underwriting agencies, on EbixExchange
Ebix Europe
Australia
Corporate and international brokers, on Sunrise Exchange
Ebix Australia
New Zealand
Brokers and underwriting agencies
Ebix New Zealand
Brazil & Latin America
Large brokerages; multi-language, multi-geography
Ebix Latin America
Local teams, local connectivity, one product. See EbixEvolution by market →
Built for enterprise brokers.
Proven globally.
Designed for global scale with local compliance, configurable without heavy customization, and deployed in more than 40 countries, EbixEvolution is the stable core a growing brokerage builds on.
Audit Trail Everywhere
Role-based access, user profiles, Single Sign-On, and an audit trail across the entire system.
Cloud Or On-Premises
Hosted on your own infrastructure or in the cloud, on a single server or a load-balanced cluster.
40+ Countries, 180+ Clients
A proven, long-running enterprise platform from a global insurance technology company.