From quote to enrollment to card issuance.
EbixEnterprise Quote to Card connects the complete presale, quoting, plan comparison, enrollment, eligibility, and card issuance workflow into one connected journey. It supports health, life, and voluntary benefits with embedded AI assistance.
One connected journey from quoting to member-ready
The value of Quote to Card is not just speed at the quoting stage. It is the ability to connect pricing, plan comparison, eligibility, enrollment, and downstream card issuance into one journey that is easier to manage and easier for end users to navigate.
Quote to Card is an important entry point into the broader EbixEnterprise platform, capturing and moving business efficiently while connecting naturally to administration, claims, and Experience Hub capabilities.
See the health quoting platform in action
Steps from quote to card
Carrier comparison
Assisted insights
Eligibility checks
Five steps from quote to card issuance
Quote & compare
Multi-carrier quotes with side-by-side comparison
Select & configure
Plan selection with benefit and tier configuration
Enroll & collect
Guided enrollment with document collection
Verify & activate
Eligibility verification and policy activation
Issue & deliver
ID card generation and digital delivery
Built for the complete enrollment journey
Multi-carrier quote comparison
Side-by-side plan comparison across multiple carriers with real-time pricing, benefit summaries, rate displays, and guided plan selection for brokers, employers, and members.
Guided enrollment workflow
Step-by-step enrollment experience with eligibility verification, dependent management, qualifying event handling, document collection, and e-signature integration.
Eligibility & plan configuration
Rules-based eligibility management with flexible plan configuration, class structures, benefit tiers, coverage levels, and age-band or composite rating.
ID card issuance
Automated card generation and delivery upon enrollment completion: digital and physical card workflows with branded templates and real-time activation.
Branded enrollment journeys
White-label and private-label deployment options with custom branding, terminology, and workflow configuration for carriers, TPAs, and distribution partners.
Embedded AI assistance
Compare Insights for quote analysis, Predicted Requirements for document readiness, and Conversational Analytics for enrollment performance and operational questions.
Faster quoting with connected enrollment
Move from multi-carrier quote comparison directly into enrollment without switching systems, re-entering data, or losing context. The entire process runs on a single platform.
Multi-carrier comparison with real-time pricing and plan details.
Quote flows directly into enrollment: no re-entry, no system switching.
AI-predicted requirements flag missing items before they stall the process.
White-label and private-label options maintain your brand throughout.
Enrollment connects to policy admin, billing, claims, and Experience Hub automatically.
A dedicated health insurance quoting platform
The health quoting platform brings multi-carrier comparison, guided enrollment, eligibility verification, and card issuance together in one connected experience for health insurance distribution.
Built for brokers, agencies, carriers, TPAs, and employers that need a faster path from quote to active membership.
Multi-carrier
Side-by-side quote comparison
AI assistance
Compare Insights and predictions
Guided enrollment
Step-by-step workflow
Eligibility
Real-time verification
Card issuance
Digital and physical delivery
Branded
White-label and private-label
Connected to the broader platform
Simplify your
enrollment journey
For organizations that want a connected path from quoting to enrollment to member-ready experience.