The relationship and agency operating layer for distribution teams.
EbixEnterprise CRM is the front-office relationship and agency operating system for insurance distribution, designed to sit before, beside, and above deeper insurance workflow systems.
Built for how insurance distribution actually works
EbixEnterprise CRM gives brokers, agencies, producers, case desks, service teams, and managers one place to manage relationships, opportunities, activity, team ownership, books of business, communication, and revenue visibility.
The experience is designed around Client 360 visibility, opportunity movement, producer workflow, team collaboration, and guided action. It functions as a distribution operating layer built for day-to-day execution rather than a static CRM database.
Years in benefits administration technology
Integrated platform components
Countries where users transact
Premiums conducted on Ebix exchange platforms
Six areas of front-office capability
Contact & relationship management
Client 360 profiles, household modeling, organizational hierarchies, multi-channel communication, consent management, and full engagement history in one unified view.
Opportunity & pipeline management
Leads, stage-based workflows, assignment rules, revenue expectations, document readiness tracking, stage aging alerts, and source attribution across every opportunity.
Policy & account visibility
Surface open opportunities, in-force policies, renewals due, expected commissions, and a complete timeline of key insurance events, without switching systems.
Agency Operations
Agency structure, branches, teams, books of business, split credit, ownership transfer, workload balancing, and queue assignment for real operational control.
Productivity & communication
Tasks, activities, follow-ups, templates, document inbox, meeting notes, call notes, email capture, and timeline-based interaction history: an action center, not an admin screen.
Reporting & management
Pipeline by stage, close ratios, producer activity, workload metrics, revenue tracking, role-aware dashboards, and conversational analytics for plain-language questions.
One place for relationship, pipeline, and operational control
Give producers, managers, and service teams a single operating layer for every relationship, every opportunity, and every handoff, without jumping between disconnected systems.
See every contact, household, policy, opportunity, and interaction in one unified cockpit.
Stage-based workflows with expected revenue, probability, and next-best-action guidance.
Producer ownership, split credit, transfer history, and revenue attribution at every level.
Follow-up workflows, reminders, templates, and document request links reduce manual overhead.
Conversational analytics and role-aware reporting for agency owners, managers, and producers.
Desk console, queue management, and guided workflow
The desk experience feels like triage: queue management, prioritization, routing, readiness tracking, missing items, and escalations in one console view.
Queue management & prioritization
Route and prioritize work across desks, teams, and queues.
Document intake & readiness
See incoming files, missing items, duplicates, and classification status.
Cross-team handoff
Structured handoff between producer, desk, admin, and servicing teams.
Service level metrics
Track turnaround, response, and completion metrics by team and desk.
Connected to the broader platform
CRM and Distribution Operations connects naturally to the product families that extend it and the systems that feed into it.
Modernize your
distribution operations
For organizations that want a cleaner, faster, and more connected way to manage relationships, pipeline, and front-office execution.