AI for brokers, on a ledger you can trust.
Ebix owns the ledger and data integrity, the connectivity, and the governance, and partners with specialists for the AI engine. The first service is in production: AI-powered premium reconciliation, posting broker payments without manual keying, with every posting auditable and a person in control.
In production: the Ebix Integrated Reconciliation Service
Powered by receipting.ai and announced on 25 August 2026. AI-powered premium reconciliation, in production with an eGlobal underwriting agency, matching and posting 97.6% of broker payments without manual keying. Every posting is auditable and a human stays in control. It is available across eGlobal/Evolution, WinBEAT, and CBS.
Matches
Broker payments matched to the invoices and statements they settle, across the brokerage's insurers, without a person keying references.
Posts
The matched receipts posted to the ledger, so the day's cash is on the accounts the same day, ahead of end of day.
Shows its work
Every posting auditable, with the exceptions it could not match queued for a person to decide, so the accountant remains in control.
of broker payments matched and posted without manual keying
of postings auditable, with a person in control
Ebix platforms: eGlobal/Evolution, WinBEAT, and CBS
underwriting agency in production on eGlobal, with more to follow
In progress: documents and renewals
Two more services follow the same template as reconciliation: Ebix owns the ledger and data integrity, the connectivity, and the governance, and partners with a specialist for the AI engine.
Ebix Document Management System
Our AI work with a document management partner, going to pilot sites now. AI enabled for document asset search; co-pilot style document intelligence that summarises, compares, and answers questions about a document or a client file; AI-assisted data and document governance for classification, metadata, and retention; and workflow, reporting, and document collaboration.
AI-enabled renewal and policy workflow
Our AI work with a renewal-automation partner, integrated with the Ebix broking management systems and in solution development now, starting with renewal workflow automation on WinBEAT, with the same integration pattern available to Evolution and the other platforms.
More features coming in
The next services on the way for brokers.
AI reconciliation on the broker side
Insurer statement and payables matching, client receipts, and exception flagging ahead of end of day and end of month, across currencies and tax regimes.
AI document intake into the broking system
Read insurer schedules, closings, invoices, and slips, then pre-populate the policy and transaction records for a user to review and accept. It pairs naturally with the document management system.
Natural-language insights and reporting
Users ask questions of their Evolution data in plain English, on the Power BI and Ebix cloud data and BI services direction that replaces SSRS.
The same template every time
How Ebix adds AI to a broking platform brokers run their businesses on.
Data integrity, the system of record, and the accounting stay with Ebix.
Insurers, banks, exchanges, and the APIs between them.
Audit trail, access, retention, and a person in control of every posting.
receipting.ai for reconciliation, and a specialist partner for each service that follows.
See reconciliation
run on your statements
Bring a month of insurer statements and broker payments and watch the service match and post them, with the exceptions queued for your team.