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Commercial buildings insured under a programme

EbixEvolution

The policy lifecycle, quote to renewal.

Quote, bind, endorse, renew, and cancel across insurers, classes, and sections in EbixEvolution, with schedules, certificates, and invoices generated from the policy record.

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the module, end to end

Every transaction on the policy record

From the first quote to the final cancellation, every transaction is a dated entry on the policy, with its document and its ledger effect attached.

Quote and placement

Terms invited from the insurers you choose and compared side by side on the placement, with the recommendation and the client's decision recorded against it.

Bind and issue

Binding creates the policy, the schedule, the invoice, and the ledger entries in one action, from the risk details already on the file.

Multi-insurer, multi-section

Programmes with several insurers, classes, and sections on one policy record, each with its own terms, premium, and commission.

Endorsements

Mid-term changes issued against the policy with the premium adjustment, the document, and the ledger entry produced together.

Renewals

Renewal invitations diarised from the expiry date, terms re-invited from the incumbent and the market, and the new period issued on the same record.

Cancellations and returns

Cancellation with pro-rata or short-period return premium calculated, credited, and settled with the insurer on the ledger.

Schedules and certificates

Policy schedules, certificates of currency, and confirmations generated from the record and filed back onto it.

Insurer and product setup

Insurers, products, classes, and commission arrangements maintained centrally, so every placement uses the same reference data.

Web Forms product builder

A fully integrated, browser-based, customisable form builder that captures risk data and generates coverage summaries, placing slips, and simple automated premium rating.

Configurable compliance checklists

A configurable checklist attached to the quote, new business, endorsement, and renewal workflows, so compliance steps are enforced as part of policy processing rather than checked afterwards.

Facultative reinsurance

Enhanced facultative reinsurance processing: a streamlined non-proportional RI workflow with fields for the original sum insured, the total RI proportion, and the original insured.

Multi-risk Plus

Multi-risk Plus transactions with a user-defined description for each section, for programmes where the sections need to read the way the client understands them.

One record, five transactions

A policy in EbixEvolution is a record with a history, not a form that gets overwritten at renewal. Each transaction is added to it.

Quote

Risk details on the file become a placement. Terms are invited from the insurers you choose and compared on one screen.

Bind

The chosen terms become the policy, the schedule, the invoice, and the ledger entries in one action.

Endorse

Mid-term changes issued against the policy, with the adjustment, the document, and the accounting produced together.

Renew

Diarised from expiry, re-marketed if needed, and issued as the next period on the same policy record.

Cancel or lapse

Return premium calculated and credited, insurer settled, and the record closed with its history intact.

Inside the module

Risk capture on a Web Form, the new policy workflow, and the compliance checklist on the new business wizard, as the broking team uses them.

Risk captured on a Web Form

Web Forms is the browser-based product builder: the risk data for a class captured on a configurable form, with the coverage summary, placing slip, and a simple premium rating generated from it.

Configurable form per product or class
Coverage summary and placing slip generated
Simple automated premium rating

ebixevolution.com/web-forms

EbixEvolution Web Forms product builder capturing a marine cargo risk

The new policy workflow

Insurers, currency, premium details, brokerage, sub-agents, and income allocation as steps on one workflow, with the sections and their insurer lines on the policy record as it is built.

Insurer lines and shares on the policy
Currency and premium details per section
Brokerage and income allocation on the same pass

ebixevolution.com/policies/new

Compliance on the wizard

The new business checklist is a step of the wizard itself. The questions the brokerage configures are answered before the policy is issued, and the answers stay on the record.

Checklist step on quote, new business, endorsement, and renewal
Questions configured by the brokerage
Answers kept on the policy record

ebixevolution.com/policies/new/checklist

EbixEvolution new business checklist step on the policy wizard

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.

Corporate broking team reviewing a programme

Multi

Insurer, class, and section

1 record

For the whole programme

Programmes, not just policies.

Corporate accounts are placed as programmes: several sections, several insurers, sometimes several currencies, on one record. EbixEvolution keeps the sections separate where the terms differ and together where the client sees one programme.

Sections with their own terms

Premium, commission, and conditions per section.

One schedule for the client

The programme presented as the client understands it.

Layered placements

Primary and excess layers on the same record where the account needs them.

Place a real risk
in the demo

Bring a placement you are working on and watch it go from risk capture to bound policy on the platform.