Without EbixEnterprise we would not be able to help as many advisors
We use the VitalSuite and Winflex Web platforms by EbixEnterprise, mainly. We have may agents across the country that rely on us to …
Overview
What is EbixEnterprise?
EbixEnterprise is an Insurance Management Solution designed to streamline policy management throughout its lifecycle. It offers a range of integrated components, including Customer Relationship Management (CRM), Health Insurance Exchange, Policy Administration, Claims Administration, Data Analysis, and...
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What is EbixEnterprise?
Ebix, headquartered in Johns Creek, offers EbixEnterprise, an insurance suite supplying integratable modules supplying CRM (powered by Ebix's SmartOffice solution), insurance exchange, policy administration, and other features. EbixEnterprise can be configured to meet the needs of hospital systems,…
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- No setup fee
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- Free Trial
- Free/Freemium Version
- Premium Consulting / Integration Services
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Product Details
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- Tech Details
What is EbixEnterprise?
EbixEnterprise is an Insurance Management Solution designed to streamline policy management throughout its lifecycle. It offers a range of integrated components, including Customer Relationship Management (CRM), Health Insurance Exchange, Policy Administration, Claims Administration, Data Analysis, and Consumer Web Portal. It is suitable for organizations of all sizes, from small businesses to large enterprises, and caters to insurance companies, third-party administrators (TPAs), self-administered organizations, benefits brokers, and employers in various industries.
Key Features
Customer Relationship Management (CRM): According to the vendor, EbixEnterprise includes SmartOffice CRM, a component that enables organizations to manage agent/broker information, commission rates, sales pipeline, and state license information. It is claimed to be a standard insurance CRM solution in many Fortune 500 Life Insurance Companies.
Health Insurance Exchange: The vendor states that EbixEnterprise's HealthConnect serves as an online quoting portal for health insurance and employee benefits. Users can compare health plans, access their benefits, and obtain price comparisons.
Policy Administration: EbixEnterprise Administration is a comprehensive policy administration system that provides tools to manage policies, define plans, maintain plan rate information, generate bills, and pay commissions. According to the vendor, it ensures accurate and efficient policy administration.
Claims Administration: The vendor claims that EbixEnterprise's LuminX is a pioneer in the claim adjudication market with over 30 years of experience. It has processed claims for over 20 million members, making it a reliable solution for claims management.
Data Analysis: According to the vendor, EbixEnterprise Data Analysis offers business intelligence solutions for data analysis, online reporting and distribution, and client-accessible data extraction. These tools provide insights for data-driven decision-making.
Consumer Web Portal: The EbixEnterprise Consumer Web Portal, powered by Benergy, is a customizable platform that allows users to access their benefits 24/7. It offers price comparisons for health plans, health and wellness content, and company-specific HR content, all tailored to match the company's branding and design.
EbixEnterprise Technical Details
| Operating Systems | Unspecified |
|---|---|
| Mobile Application | No |
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Reviews
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We use the VitalSuite and Winflex Web platforms by EbixEnterprise, mainly. We have may agents across the country that rely on us to provide them with projections and insurance quotes. EbixEnterprise has the tools to accurately quote multiple carriers at once for an easy comparison. Within Winflex, we can do more advanced case design. Both quoting platforms wihtin EbixEnterprise allow electronic submission of application direclty to the respective carriers.
- Accurate quoting using Carrier software for advances sales
- Allows electronic application submission
- Ability to compare side by side many options
- Winflex web times out too quickly and requires a new login and new data entry
- calculations can sometimes take too long causing winflex to shut down
- quote comparisons on one platform
- advanced case design i.e. Premium finance and distributions
- electronic application submission
- We have agents all over the country that come to us for carrier selection/quoting
- We are a preferred Premium Finance Brokerage and are able to be such due to the ease and speed at which we are able to look at the entire market simultaneously.
- we would not be as successful without the tools from EbixEnterprise