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About

EbixAdvantage is a comprehensive, fully integrated enterprise administration system for property & casualty insurance carriers, designed to support end-to-end workflow from quoting, underwriting, policy issuance, and management through to claims settlement, billing, and accounting. The system is built around a single-source database, so most data is entered once and then shared across modules, so policyholder info, documents, photos, etc., are linked and accessible system-wide. The user interface is aimed to be intuitive; workflows guide users to the correct screens automatically, follow-ups and work assignments are generated, tracking indicators and audit trails are maintained. Product configuration is flexible: it has a rules-based, table-driven “product builder” where products, lines of business, rating logic, underwriting screens, document templates, and validation rules can be defined and modified without heavy programming.

About

Specialist insurance broking management software. Designed by insurance brokers, built by software engineers. Complete insurance policy administration software solution. Customer relationship management (CRM). Administer commercial and personal clients with multiple addresses and contact details. Track communication and drive marketing. Manage and track the status of multiple quotes and policies. Record detailed risk information. Automate quote requests from underwriters. Record, administer and report on insurance claims. Produce custom financial reports. Enforce FCA compliant documentation. Clear visibility of client data with quick access to further detail. Ability to view multiple clients at a time. Visualize your client's location and plot geographic data such as flood and subsidence. Easy access to client information supports efficient customer service. Document processing and storage. Integrated workflow tasks, events and notes.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Insurers looking for a tool to unify quoting, underwriting, policy and claims administration, accounting, and broker/agency management across multiple products and geographies

Audience

Insurance brokers

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

$70 per user per month
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Ebix
Founded: 1976
United States
www.ebix.com/ebixadvantage

Company Information

PolicyFlow
Founded: 2013
United Kingdom
policyflow.co.uk

Alternatives

Alternatives

Go-Insur

Go-Insur

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Sapiens P&C

Sapiens P&C

Sapiens International
OWLS

OWLS

OWLS Software
mPACS

mPACS

Mandon Software
TIS

TIS

Comtec Global
mobile claims

mobile claims

Symbility Solutions
OPUS

OPUS

OMNIX Software Solutions

Categories

Categories

Insurance Agency Features

Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management

Insurance Policy Features

Cancellation Tracking
Claims Tracking
Policy Generation
Policy Issuance
Policy Processing
Quotes / Estimates
Rating Engine
Reinstatement Tracking
Reinsurance Administration
Renewal Management
Underwriting Management

Integrations

Feefo
Mailchimp
Microsoft Excel
QuickBooks Online
Trustpilot
XML
Xero

Integrations

Feefo
Mailchimp
Microsoft Excel
QuickBooks Online
Trustpilot
XML
Xero
Claim EbixAdvantage and update features and information
Claim EbixAdvantage and update features and information
Claim PolicyFlow and update features and information
Claim PolicyFlow and update features and information