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Ebix Meridian

Customer self-service and e-commerce.

Clients view policies, claims, and balances, request certificates, and lodge first notice of claim online, and online products let them quote, bind, and pay without broker intervention, with every transaction landing in the broking system as if your staff had keyed it.

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customer self-service

What clients can do themselves

Insurance has lagged banks in the use of web technology. Ebix Customer Self-Service changes that, using web solutions Ebix has built for some of the world's leading insurance organisations.

Policy details

Clients view their own policy details online, the way they check a bank balance.

Claim status

The status of a claim, without a call to the broker.

Account balances

Their own account information and balances from the broking system.

Reprints and certificates of currency

Requests for reprints of broking system documentation and certificates of currency, served from the record.

First notice of claim

Clients lodge first notice of claim online, and it lands on the policy in Evolution.

Contact their broker

A direct line to the broker from inside the portal.

You decide what is exposed

Functionality can be extended so clients actively manage aspects of their insurances. Importantly, the brokerage decides what self-service provides.

One-way, secure feed

Web-service technology provides selected policy, claims, and accounting information without exposing your database or compromising security.

E-commerce, end to end

EbixEvolution was designed from the ground up as an e-commerce enabled platform for product distribution. Here is what happens when a client buys online.

Product on your website

Online insurance products distributed through standard e-commerce websites or specialist facilities: a retail client website or a niche market distribution facility.

Client quotes, binds, and pays

The client generates a quote, binds cover, and pays for the policy without broker intervention.

Transaction lands in Evolution

It appears as if it had been manually entered by your staff. The broking system remains the sole repository for policy and accounting information.

Documents and settlements follow

Invoices and documentation are generated from within the broking system, and insurer settlements and reports include the imported transactions.

Payments receipted automatically

Payment files from your bank or card provider upload into Evolution automatically, negating manual receipting.

Inside the module

The client portal and the transaction it produces in the broking system.

The client portal

Policy details, claim status, account balance, document requests, and first notice of claim, under the brokerage's brand.

Policies, claims, and balances
Certificates of currency on request
First notice of claim online

yourbrokerage.com/portal

The transaction in Evolution

An online sale lands in the broking system as a normal policy and accounting transaction, with its invoice and documents generated inside Evolution.

Sole repository for policy and accounting
Invoices and documents from the system
Included in settlements and reports

ebixevolution.com/policies

E-commerce transaction in the broking system

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

Why it stays one system

Most e-commerce bolt-ons create a second book. Evolution's does not: the online sale is a broking transaction from the moment it happens.

No second repository

Policy and accounting information for online sales live in the broking system.

No manual receipting

Bank and card payment files upload automatically.

No separate settlements

Insurer settlements and reports include the imported transactions.

No exposed database

Self-service is a one-way web-service feed; the brokerage decides what is shown.

Put a product
on your website

See a client quote, bind, and pay online, and watch the transaction appear in the broking system.