One connected platform for
brokers and agencies.
EbixEnterprise helps brokers and agencies bring together CRM, agency operations, accounting, quoting, servicing, and producer visibility. Quote faster, onboard clients sooner, and give them a consistent digital experience.
Disconnected tools slow you down
Brokers and agencies operate in a complex environment where client relationships, producer accountability, operational workflow, financial management, and service delivery all need to work together. Disconnected systems create gaps.
EbixEnterprise gives distribution teams a modern operating model that connects front-office growth with back-office control. Client data stays in one system, and clients get a consistent digital experience from quote through servicing.
Six product families on one platform
Everything a broker or agency needs to manage relationships, run operations, quote and enroll, serve clients, and leverage data, all connected.
CRM & Distribution
Manage clients, households, pipeline, producers, and team visibility in one system.
Agency Management
Run the agency with financial control, billing, commissions, and reconciliation.
Quote to Card
Move from quoting to enrollment and card issuance with connected workflow.
Experience Hub
Give clients and teams a modern digital experience across servicing and documents.
AI & Automation
Prioritize opportunities, summarize meetings, and answer operational questions.
Data & Analytics
Unified reporting across production, pipeline, and operational performance.
Key capabilities for brokers and agencies
Client & household management
Producer & team visibility
Books of business tracking
Agency accounting & reconciliation
Commission management
Carrier download & ACORD exchange
Quoting & enrollment
Document management
AI-driven prioritization
Why agencies choose EbixEnterprise
One system for client data, quoting, commissions, and service, with the visibility to run the agency on current numbers.
Ready to modernize
your agency?
See how EbixEnterprise connects CRM, agency management, quoting, and AI in one platform for brokers and agencies.