The complete life distribution platform.
EbixEnterprise connects the entire life journey in one workflow, from household discovery and needs analysis to quoting, illustrations, suitability, order entry, case tracking, settlement, servicing, and audit packs. Built for independent agencies, IMOs, MGAs, BGAs, broker-dealers, and advisor teams.
Four connected journeys on one platform
Life insurance distribution touches advisors, clients, carriers, and operations teams, each with different needs but shared workflows. EbixEnterprise connects all four journeys so that quoting flows into applications, applications flow into cases, and cases flow into settlements.
The advisor journey handles quotes, illustrations, suitability, and cases. The client portal manages intake, documents, messaging, and approvals. The carrier console provides product metadata and rules. Platform admin handles multi-tenant governance and reporting.
See the full life distribution platform
Premiums conducted on Ebix exchange platforms
Countries where users transact
Continents with customers
Systems consolidated into one platform
Built for the complete life distribution journey
Client cockpit
Full client view showing journey status, in-flight tasks, household relationships, coverage gaps, and next actions, all from one screen.
Needs analysis & scenarios
Guided needs analysis with scenario modeling, coverage gap identification, and household-level planning across life, annuity, and protection products.
Multi-carrier quote comparison
Side-by-side life and annuity quote comparison across a broad network of connected carriers, with real-time pricing, product details, and competitive analysis.
Dynamic order entry
Order entry engine with carrier application auto-fill, dynamic form generation, e-signature integration, and real-time validation.
Insurance desk console
Case management with queues, SLAs, routing, escalations, and team workload visibility for case desks, operations, and service teams.
Settlement & funding
End-to-end settlement lifecycle including 1035 exchange workflows, funding coordination, commission processing, and audit pack generation.
One workflow from discovery to settlement
Independent advisors, IMOs, MGAs, BGAs, broker-dealers, and RIA desks get one connected journey, with no more toggling between seven disconnected systems to move a case from needs analysis to funded policy.
From needs analysis to settlement in one connected platform, with no system-hopping.
Multi-carrier quoting, illustration comparison, and order entry across a broad product shelf.
Opportunity Outlook surfaces coverage gaps and next-best-actions from client data.
Mobile-first branded experience for intake, documents, messaging, proposals, and policy status.
Convert advisor-client conversations into structured summaries, tasks, and follow-up actions.
One platform replaces seven systems
Most life distribution organizations run seven or more disconnected systems. EbixEnterprise replaces that fragmentation with one connected platform.
Agency management system
Needs analysis system
Multi-quoting system
Sales illustration system
Order entry system
Settlement & funding system
Reporting & analytics layer
EbixEnterprise
Connected to the broader platform
A dedicated life distribution marketplace
The life distribution marketplace connects advisors, carriers, and operations teams with multi-carrier quoting, illustration comparison, dynamic order entry, settlement workflows, and embedded AI capabilities.
Built for independent financial advisors, MGAs, IMOs, BGAs, broker-dealers, RIA desks, banks, and advisor teams. Designed for rapid onboarding with prebuilt carrier connectivity.
Multi-carrier
Connected carrier network with real-time quoting
Full journey
Complete life distribution capabilities
Embedded AI
AI assistance across the workflow
Client portal
Mobile-first branded experience
Desk console
Queue management and SLA tracking
Settlement
End-to-end funding and 1035 workflows
Modernize your life
distribution operations
For organizations that want one connected platform across the full life insurance journey, from household discovery to settlement.