Run the agency with operational and financial control.

EbixEnterprise Agency Management and Accounting gives agencies the back-office depth needed to manage accounting, billing, reconciliation, commissions, operational hierarchy, and day-to-day control.

For many agencies, the real operational challenge begins after the relationship is created. Financial workflows, producer compensation, carrier transactions, billing structures, back-office controls, and reconciliation processes are often spread across older systems and manual workarounds.

Rather than adding accounting screens behind a CRM, EbixEnterprise provides a true agency operations layer that supports hierarchy, ownership, financial movement, payee complexity, and administrative control in a way that aligns to how insurance agencies actually run.

Why it matters

Many agencies still rely on disconnected agency management, accounting, and reporting tools that create duplication, delays, and reconciliation pain. That affects commission accuracy, billing visibility, producer confidence, and leadership control. EbixEnterprise Agency Management and Accounting helps reduce that fragmentation.

Core capabilities

Agency hierarchy & structure
General ledger & journal support
Sub-ledger reconciliation
Split billing & multiple payees
Producer commission accounting
Carrier download workflows
ACORD-based data exchange
Operational back-office controls
Administrative visibility & reporting

The platform behind this module: EbixASP

Agency management and accounting in EbixEnterprise is delivered by EbixASP, the dedicated Ebix agency management system: policy administration, a built-in general ledger, claims, ACORD eForms, certificates, and 200+ reports for agencies, MGAs, and brokers.

Explore EbixASP

Ready to strengthen your agency operations?

For organizations that want the operational and financial depth to run the agency with more control, more accuracy, and less dependence on fragmented legacy tools.