Deployed in more than 40 countries. See EbixEvolution by market →

Documents and correspondence on a broker's desk

EbixEvolution

Diary, tasks, documents, and one dashboard.

Intuitive system workflow with Diary and Task Management, electronic document management, and a user-defined dashboard that summarises workflow tasks and key business indicators: the home page for all system activity.

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See the client file

the module, end to end

Every document, every task, on the file

The two things that make a brokerage feel organised: the document is where you expect it, and the next step has a name and a date.

Document packaging and email integration

On completing a quote or placement, the documents are packaged and sent to the document management system or emailed to each party, using the brokerage's standard letter and email templates.

Outlook Calendar integration

The dashboard carries the user's Outlook Calendar beside the Evolution diary and to-do action lists, so the day is on one screen.

Time Recording System (TRS)

A fully integrated time recording module captures time spent by personnel, individually or by group, against clients, projects, policies, and claims, to analyse client-related effort and support billable time and invoicing through Evolution.

User-defined dashboard

Workflow tasks and key business indicators summarised on one home page, so brokers see what needs attention without checking multiple tools.

Diary and task management

No interaction or compliance requirement is missed: renewals, follow-ups, and outstanding items as dated tasks with owners, on the file and on each person's queue.

Electronic document management

Every document produced and received filed to the client, policy, or claim it concerns, with a Document Management Interface to the brokerage's DMS where one is run.

Documents from the record

Schedules, certificates of currency, invoices, renewal invitations, and letters generated from the client and policy data, so nothing is retyped into a template.

Filed back onto the file

Every document produced is filed to the client, policy, or claim it concerns, alongside anything received from the client or the insurer.

Templates, wordings, and letters you control

Risk wordings, templates, policy documentation, marketing information, standard letters, and the content and appearance of every document are configuration.

Email and delivery

Documents sent to clients and insurers from the record, with the sent copy filed and the delivery logged.

Diary and tasks

Renewals, follow-ups, and outstanding items as dated tasks with owners, on the file and on each person's work queue.

Workflow across the team

Handoffs from broking to accounts, approvals for binding and payments, and escalations for overdue items, all routed by the platform.

Work queues

Each person's open tasks by due date, and each team's queue by type, so managers see the load and the backlog.

Retention

Documents and correspondence kept for the life of the relationship and the retention period each market requires.

Inside the module

The document package, the dashboard with the diary, and time recording, as the team uses them.

The document package

A cover's documents packaged on completion of the quote or placement: the confirmation and schedule for the insurer, the client's copy, each selected, previewed, and sent to the document management system or emailed to its party on the standard template.

Packaged per cover on completion
Emailed to insurer and client on standard templates
Sent to the document management system

ebixevolution.com/documents/package

EbixEvolution document package preview and email

The dashboard and the diary

Each user's dashboard with the charts and reports they chose, the quick-launch tiles for their work, and the diary and to-do action lists beneath, with Outlook Calendar alongside.

Configured per user, group, unit, or team
Diary and to-do action lists
Outlook Calendar integration

ebixevolution.com/dashboard

EbixEvolution configurable dashboard with diary and to-do lists

Time recording

Time spent by each person or group against clients, projects, policies, and claims, on a calendar with the day's entries beneath it, so client effort is analysed and billable time invoiced through Evolution.

Time against client, project, policy, or claim
Individually or by group
Billable time invoiced through Evolution

ebixevolution.com/time

EbixEvolution Time Recording System calendar and entries

Actual product screens, shown as configured and white-labeled for RedGram Wealth Management, an investment advisory firm running on Ebix Meridian. Your firm gets the same portal under your own brand.

Diarised

From the day the policy binds

Generated

Invitations from the record

Renewal season without the spreadsheet.

Renewals are diarised from the expiry date the day the policy binds. Ninety days out they appear on the account executive's queue, the invitation is generated from the record, and the placement follows on the same file. The renewal list is the diary, not an export.

Workflow the brokerage already has, made visible

Every brokerage has a workflow: it lives in email, sticky notes, and one person's head. EbixEvolution gives it owners, dates, and queues without changing how the work is done.

Broking to accounts

Binding raises the invoice and hands the receipting to accounts.

Approvals

Binding authority and payment approvals routed to the right person.

Escalations

Overdue tasks surface to the team lead before the client notices.

Managers see the load

Queues by team and type show the backlog and where it sits.

See your renewal list
as a diary

Bring next quarter's renewals and see how they run on the platform.