Implementation and onboarding.
EbixEvolution is implemented by the Ebix team in your market: scoping, configuration, data migration, training on your own book, a parallel run through month end, and support after go-live.
Scoped for your kind of firm
The steps are the same; the scope and the schedule depend on the brokerage.
Single-office brokerage
Configuration, branding, a guided import of clients and policies, and training on the brokerage's own book. Scoped and scheduled with the Ebix team in your market.
Multi-office and corporate brokers
Entities, branches, teams, and multi-currency configured first, then migration in stages, team training, and a parallel run before go-live.
MGAs and hybrid firms
Binders, producing brokers, and bordereaux formats set up alongside the broking configuration, with the first month-end run in parallel.
From kickoff to go-live
Six steps, run by the Ebix team in your market.
Scoping with the Ebix team in your market
Modules, entities, insurers, classes, and connectivity agreed with the people who will deliver and support the platform where you operate.
Configuration and branding
Insurers, products, commission arrangements, document templates, roles, and permissions set up to match how the brokerage works.
Data migration
Clients, policies, claims, ledger balances, and documents brought across from your current systems and reviewed by your team before go-live.
Training on your own book
Training runs on your clients and your placements, not demo data, so the team has done the real work before day one.
Parallel run and go-live
Run alongside the current system through a month end. Go-live is a decision you make when the numbers reconcile.
Support after launch
The Ebix team in your market remains your support, in your time zone, after the platform is live.
What the brokerage commits to
An implementation works when the brokerage puts the right people on it for the right hours. This is what we ask for.
One principal or operations lead who makes decisions during configuration.
Someone who knows the current system and can sign off the migrated data.
Training on your own book takes real hours; we schedule them around renewal peaks.
One month end run on both systems, so go-live is a reconciled decision.
Get a scoped plan
for your brokerage
Tell us your market, your size, and your current system, and the Ebix team there will scope the implementation with you.