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

Documents and correspondence on a broker's desk

Ebix Meridian

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.

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 vault and the work queue as the team uses them.

The document vault

Everything produced and received, filed to the client, policy, or claim it concerns, and found from any of them.

Filed to client, policy, and claim
Produced and received documents together
Found from the record, not a folder

ebixevolution.com/documents

Diary and work queues

Each person's open tasks by due date and each team's queue by type, so the work is visible before it is late.

Tasks by owner and due date
Team queues by type
Renewals diarised from expiry

ebixevolution.com/diary

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.

Illustrative screens · EbixEvolution captures to follow

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.