Without EbixEnterprise we would not be able to help as many advisors
Use Cases and Deployment Scope
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.
Pros
- Accurate quoting using Carrier software for advances sales
- Allows electronic application submission
- Ability to compare side by side many options
Cons
- 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
Most Important Features
- quote comparisons on one platform
- advanced case design i.e. Premium finance and distributions
- electronic application submission
Return on Investment
- 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
Other Software Used
iPipeline Financial and Insurance Solutions, Firelight by Insurance Technologies, Dropbox Business, Adobe Acrobat Sign