The flagship P&C broker platform, front to back.
EbixEvolution is Ebix's flagship policy administration and broker management platform for property and casualty insurance: client relationship management, quote and policy administration, claims, a full-function accounting engine with optional General Ledger, diary and task management, reporting and compliance, and customer self-service in one structured environment, deployed in more than 40 countries.
Modular, one platform
The standard suite covers core broking and accounting; optional modules address specific processing and external interfaces. Within each module, options that apply are enabled and the rest stay invisible, so the system mirrors your processing. Customer self-service and e-commerce sit alongside.
Client Management
Client relationship management and account management with broker-specific workflows, role-based access, and operational controls, aligned with daily broker operations and insurer interactions.
Policy & Risk Management
Policy placement, servicing, and renewals; endorsements, cancellations, and mid-term changes; structured risk and coverage data across all P&C lines, on one policy record.
Claims
Claims administration from registration through processing to payment, on the policy the loss arose under, with claims codes and categories configured to the brokerage.
Accounting & General Ledger
A full-function accounting engine for banking, settlements, journals, payments, and reconciliations, with an optional fully integrated multi-company, multi-currency General Ledger.
Workflow, Diary & Dashboard
Diary and task management, electronic document management, and a user-defined dashboard summarising workflow tasks and key business indicators: the home page for all system activity.
Reporting & Compliance
Portfolio and operational reporting, a report builder, Excel and PDF export, compliance support across jurisdictions, and an audit trail across the entire system.
Deployed your way:hosted on your existing infrastructure or in the cloud, on a single server or a highly scalable load-balanced, clustered environment.
One connected workflow and data flow
Ebix Evolution ties the Broking, Sub-ledger Accounting, and General Ledger modules into one connected workflow and data flow, from prospects and quotes through invoicing, claims, and accounting to external systems, banks, and the general ledger, with multi-currency and multi-language capability across geographies.
Broking module
- Prospects & clients
- Quotations
- Policy recording
- Policy documentation
- Invoicing
- Fee invoicing
- Client budgeting
- Client documentation
- Insurer documentation
- Invoicing
- Income reporting (premium & brokerage)
- Management reporting
- Policy
- Insurer
- Client income
- Insurer income
Sub-ledger accounting module
- Debtors
- Insurers
- Sub-agents
- Third-party brokers
- Banking
- Settlements to insurers
- Settlements to sub-agents
- Disbursements
- Reconciliations
- Sub-ledger journals
- End of day
- End of month
- Client statements
- Aged debtors reports
- Creditor reports
- Accounting reports
- Management reports
- Audit & control reports
- Insurer statements
- Sub-agent statements
- Third-party broker statements
- Client accounting
- Insurer accounting
- Sub-agent accounting
- Journal
- Receipts
- Claims accounting
General ledger & sundry creditors
- General ledger journals
- Sundry creditor invoices
- Cheque production
- Reconciliations
- Budgeting
- Audit & control reports
- Trial balance
- Management reporting
- GL master file
- GL balance file
- GL transactions
- Sundry creditors
- Cheques
Broking module
Prospects and clients, quotations, policy recording and documentation, invoicing, fee invoicing, and client budgeting. The data flow: client documentation, insurer documentation, invoicing, income reporting, and management reporting; the files: policy, insurer, client income, and insurer income.
Sub-ledger accounting module
Debtors, insurers, sub-agents, third-party brokers, banking, settlements to insurers and sub-agents, disbursements, reconciliations, sub-ledger journals, end of day and end of month. Client statements, aged debtors and creditor reports, and audit and control reports come out of it.
General Ledger and sundry creditors
General ledger journals, sundry creditor invoices, cheque production, reconciliations, and budgeting, with the GL master file, balance file, transactions, and sundry creditors, and audit, control, and management reporting on top.
Around it
The online diary and activity log over everything; external systems, external bank systems, and eBanking in through eLink; claims beside the broking module; the external general ledger out the other side.
What every module stands on
The modules differ; the foundation does not. Every screen in EbixEvolution works from the same records, the same accounting engine, and the same controls, which is what lets a brokerage grow, acquire, and expand without re-platforming.
Information is entered once and flows through quoting, policy management, claims, and accounting without duplication.
Built for brokers operating across countries, currencies, and regulatory environments, with hierarchy by company, branch, or cost centre.
Risk wordings, templates, policy documentation, standard letters, claims codes, reports, and additional fields are user-driven configuration.
User profiles, access rights, and roles by company hierarchy, Single Sign-On, and an audit trail across the entire system.
A smart-client, multi-tier, web-based architecture built for scalability, e-commerce, and integration with external applications.
Adapts to how brokers actually work.
EbixEvolution can be extensively configured to reflect your specific business requirements: risk wordings, templates, policy documentation, marketing information, standard letters, claims codes and categories, reporting options, and the content and appearance of every document. 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.
Configured for your kind of brokerage
The same platform is configured differently for a large commercial broker, a regional or global brokerage group, a specialty or wholesale broker, and an underwriting agency. Start with the page that matches yours.
Evaluating the platform for a specific market? See EbixEvolution by market.
See the whole platform
on your own placements
A working demo on your clients, your insurers, and your accounting, not a slide deck.