Commercial broker meeting a client
Ebix Meridian

For brokers who run serious, high-volume P&C businesses.

EbixEvolution is not a lightweight agency system. It is a core broker platform for large commercial brokers managing complex commercial and specialty risks across multiple insurers, built to support the full complexity of modern brokerage operations.

40+

Countries deployed

180+

Clients on the platform

1

Core system for the whole brokerage

0

Re-platforming to grow, acquire, or expand

Who EbixEvolution is built for

Brokers who need scale, control, and flexibility, and a system that will not become fragile, over-customised, or hard to maintain as the business grows.

01

Built for large and enterprise brokers

For brokers managing substantial commercial and specialty insurance portfolios. The complete policy lifecycle, with full control over servicing, renewals, and insurer coordination.

02

Built for multi-line P&C business

A wide range of property and casualty lines, so diverse portfolios are managed within a single system rather than fragmented tools.

03

Built for multi-country operations

Different regulatory frameworks, currencies, and local practices, already proven across more than 40 countries: global consistency with local flexibility.

04

Built for broker-centric workflows

Configurable workflows, role-based access, and flexible data models align the system with your operating structure, rather than changing the business to fit the software.

05

Built for long-term platform stability

A stable core system that supports growth, acquisitions, and geographic expansion without repeated re-platforming.

06

Configurable without heavy customization

Wordings, templates, documents, letters, claims codes, reports, fields, and workflows are configuration, so the platform stays maintainable as it adapts.

Core offerings

Four areas of capability, centralised on one platform.

01

Policy and risk management

Placement, servicing, and renewals; endorsements, cancellations, and mid-term changes; structured risk and coverage data across every stage of the lifecycle.

02

Broker operations and client servicing

Client and account management, broker-specific workflows, and role-based access and operational controls, aligned with daily broker operations and insurer interactions.

03

Financial and premium management

Premium tracking and allocation, commission and brokerage management, and multi-currency financial handling for the complexity of large brokerage operations.

04

Reporting and compliance

Portfolio and operational reporting, compliance support across jurisdictions, and visibility across lines, clients, and regions.

Brokerage leadership planning growth

Why it matters in P&C.

The P&C brokerage industry continues to consolidate, globalise, and face increasing regulatory demands. Brokers need systems that scale without becoming fragile, overly customised, or difficult to maintain. EbixEvolution provides a globally deployed, configurable platform that balances flexibility with operational discipline: grow portfolios, enter new markets, and maintain compliance while keeping a stable core.

Operational efficiency

Information entered once flows through quoting, policy, claims, and accounting.

Visibility across the business

Lines, clients, and regions on one dashboard, with reporting to match.

A foundation for digital strategy

E-commerce, self-service, and integration built into the platform.

What differentiates EbixEvolution

Six things a large broker can hold the platform to.

Deployed across more than 40 countries

Proven in the regulatory and currency environments a growing broker will meet.

Built specifically for P&C broker operations

A broker platform, not an adapted insurer or agency system.

Supports complex, multi-line portfolios

Diverse commercial and specialty books in one system.

Global scale with local compliance

Consistent platform, localised compliance and reporting.

Configurable without heavy customization

Adapts to your operating structure through configuration.

Proven, long-running enterprise platform

A long-term core, not a system to replace in three years.

See your own portfolio
on the platform

A working demo on your lines, your insurers, and your accounting, within one business day.