Integrated policy, billing, and
accounting in one platform.
A comprehensive solution designed to streamline and centralize health and voluntary benefits administration of policies, contracts, billing, commissions, and eligibility. Built for carriers, payers, TPAs, and brokers.
The operational core of your enterprise
By unifying policy administration, rate maintenance, and accounting in a single platform, the system enables automated straight-through processing that minimizes errors and accelerates daily operations.
Policy and contract renewals are managed through automation that reduces manual effort, increases accuracy, and ensures timely, consistent updates. Also serves as your system of record for both eligibility and accounting.
Years in benefits administration technology
Integrated platform components
Countries where users transact
Premiums conducted on Ebix exchange platforms
Built for operational accuracy and scale
Robust financial management
Track and manage sub-ledger accounting, premium and consolidated billing, commission payments, bank reconciliation, payroll activity, and 1099 reporting.
Automated end-of-day processing
Automated invoicing, EDI and document generation, payment drafting by EFT or credit card, billing adjustments, age-based volume calculations, delinquency handling, and lockbox processing.
Organization & eligibility management
Customize group or individual structures with flexible hierarchies and inheritance logic. Define eligibility rules, dependent coverage, qualifying events, and enrollment-related logic.
Complete policy & contract workflows
Support the full lifecycle including onboarding, automated renewals, document delivery, backdated changes, and COBRA processing.
Health & volume-based product support
Manage rating, underwriting, and modal billing across health, voluntary, and volume-based product lines.
Flexible accounting methods
Works with both cash-based and accrual-based accounting, with full general ledger reconciliation and fiscal reporting.
Centralized administration for carriers, payers, and TPAs
A centralized solution to streamline policy and contract management, renewals, billing, and eligibility maintenance. Integrates with claims systems for accurate processing and reduced operational inefficiencies.
Consolidate policy and contract administration, billing, and accounting into a single platform, eliminating fragmented systems.
Consistency between policy, eligibility, and claims data reduces processing errors and delays.
Automated workflows improve data accuracy while maintaining compliance with industry regulations.
Built on .NET and Microsoft SQL, supporting high-volume transactions and reliable integration with external systems.
Streamlines billing, rate maintenance, payment reconciliation, disbursements, commissions, and general ledger reconciliation.
Simplified policy management for brokers and agents
Simplifies policy and contract management for brokers, supporting plan administration, eligibility, and premium processing. By automating key workflows, brokers reduce manual tasks and focus on client service.
Streamlined enrollment & eligibility
Simplifies the eligibility process with an automated enrollment solution.
Premium administration
Automated premium administration: calculating, reconciling, and managing premium payments across multiple clients and carriers.
Automated workflows & approvals
Reduces delays with real-time processing and integrated e-signature capabilities.
Real-time data access
Instant access to eligibility, premium, and policy data for faster client service.
Connected to the broader platform
Policy and Premium Administration connects naturally to the product families that depend on it and the systems that feed into it.
Strengthen your
administrative core
For organizations that need a stronger operating core for policy, contract, billing, premium, and eligibility workflows.