Specialty underwriting review
Ebix Meridian

Specialty and wholesale brokers.

EbixEvolution for firms handling niche or high-value risks, where precision, structured data, and strong controls are essential.

precision, structure, control

Built for risks that cannot be approximated

Specialty and wholesale business is unforgiving of loose data and loose controls. The platform is built around structured risk data, configurable products, and an audit trail everywhere.

01

Structured risk and coverage data

The facts of a niche or high-value risk captured as structured data on the policy record, not free text in a document, so it can be quoted, reported, and audited.

02

Product and risk configurator

Underwriting and commercialisation rules set up per product and line, so specialty products are quoted and bound consistently by everyone.

03

Multi-insurer placements

Several insurers on a risk, each with its own terms, premium, and commission, on one policy record.

04

Precision in accounting

Premium tracking and allocation, commission and brokerage management, and multi-currency handling, backed by a full-function accounting engine.

05

Strong controls

Role-based access, user profiles, Single Sign-On, operational controls, and an audit trail across the entire system.

06

Wholesale and retail relationships

The producing brokers on one side and the markets on the other, each with their own accounts and reporting on the same record.

07

Configurable wordings and documents

Risk wordings, templates, policy documentation, standard letters, and claims codes configured to the specialty, not adapted from a generic set.

08

Claims on specialty risks

Full claims registration and tracking including payments, on the policy the loss arose under.

Structured risk data review

Structured data is the product.

A specialty risk quoted from structured data can be re-quoted, endorsed, renewed, reported to the market, and audited without anyone re-reading a document. EbixEvolution captures the risk once as data, applies the product's rules through the configurator, and carries that structure through the policy, the claim, and the accounts.

Captured once

Risk and coverage as structured fields on the record.

Ruled by the product

Underwriting and commercialisation rules per product and line.

Auditable end to end

Every change to the risk, the policy, and the accounts is recorded.

Controls a specialty firm can rely on

High-value business needs operational controls that hold under pressure and reporting the market will accept.

Role-based access and profiles

Who can quote, bind, endorse, and pay, by role and by hierarchy.

Single Sign-On

Centralised access management through the firm's identity arrangements.

Audit trail across the entire system

Every action on every record, kept for the regulator and the market.

Report builder and exports

Reporting configured to the specialty, exported to Excel and PDF or submitted electronically.

Bring a risk that
breaks generic systems

See it captured, quoted, bound, and reported on the platform.