CRMAgencyQuote to CardPolicyClaimsExperience HubDataAI

One Platform for Health & Voluntary Benefits Administration

End-to-end solution for quoting, policy management, claims, analytics, and more - built for carriers, TPAs, brokers, and agents

EbixEnterprise connects CRM, agency operations, Quote to Card, policy and premium administration, claims, Experience Hub, data integration, analytics, and AI in one enterprise platform for life, health, and P&C.

Open laptop displaying EbixEnterprise Experience Hub screens
Experience Hub member dashboard
Experience Hub enrollment workflow

See EbixEnterprise in 90 seconds

From CRM and quote to card, through policy administration and claims, to the Experience Hub, analytics, and embedded AI. The whole platform, in a minute and a half.

The EbixEnterprise suite

Eight connected products that cover the full operating model and straight through processing for insurance and benefits.

AI built into the workflow

EbixEnterprise uses AI to help teams act, prioritize, summarize, and analyze within the actual workflow. Designed to turn actions into outcomes with governance, confirmation, and visibility.

01

Concierge

Turn plain-language requests into real actions across workflows.

02

Opportunity Outlook

Prioritize opportunities that need attention next using predictive signals.

03

Predicted Requirements

Identify likely missing items earlier in the workflow before they stall.

04

Compare Insights

Surface differences, anomalies, and patterns across plans, claims, and data.

05

Meeting Mode

Convert conversations into structured summaries, tasks, and follow-ups.

06

Conversational Analytics

Ask operational questions in plain language and receive actionable answers.

The roles the platform serves

EbixEnterprise supports front-office distribution, back-office control, and stakeholder-facing digital experiences across life, health, voluntary benefits, and P&C environments.

Service member 360 screen
CRM
Plan comparison and quoting screen
Quote
Policy management screen
Plan and Policy
Claims screen
Claims
Reporting and analytics screen
Analytics

One portal layer for members, employers, and brokers

Experience Hub brings together plan, policy, claims, billing, documents, messaging, and servicing into one branded digital experience for every audience.

Members & policyholdersEmployers & HR teamsProvidersBrokers & agentsService teamsAdministrators
Experience Hub
Experience Hub member dashboard

Ecosystem and integration partners

A&G HealthcareBaseloadContext4 HealthcareFAIR HealthFirstsourceValenz HealthOptumThe Phia GroupWEXZakiPoint HealthZelis

$100B+

In premiums conducted on Ebix exchange platforms, with thousands of customers served through Ebix SaaS software.

Serving health and voluntary benefits operations since 2008

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Years in benefits administration technology

30+

Countries where users transact on Ebix platforms

40+

Clients

20K+

Health insurance members

9M+

Built-in reports in claims administration

400+
Outcomes

3 days

Client onboarding, down from 21 days, in one client deployment

99%

Payments automated with posting in 24 to 48 hours, in one client deployment

Security & complianceHIPAA compliantSOC 2 compliantCMMI Level 5 certifiedURAC accredited