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Average Ratings 0 Ratings
Description
EbixEnterprise serves as an all-encompassing solution for insurance management, effectively optimizing policy oversight throughout its entire lifecycle. The platform comprises six key elements: Customer Relationship Management (CRM), health insurance exchange, policy administration, claims administration, data analytics, and a consumer web portal. These components are interconnected, facilitating the seamless transfer of data in response to various business requirements. SmartOffice CRM empowers organizations to efficiently handle agent and broker details, commission structures, sales pipelines, and state licensing information. Furthermore, the Online Quoting Portal, HealthConnect, stands out as a premier marketplace for both buyers and sellers of health insurance and employee benefits. In addition, EbixEnterprise Administration functions as a robust policy management system, equipping users with all necessary tools to oversee policies, define insurance plans, and maintain associated rate data. This comprehensive approach not only enhances operational efficiency but also drives improved decision-making across the organization.
Description
A comprehensive agency management system designed for the entire team encompasses everything from sales management to agency CRM, featuring workflow automation and online enrollment—all contained within a single platform. Tailored specifically for insurance brokers, the Gen4 sales system is equipped with essential fields and processes aimed at facilitating the growth of your agency. The dynamics of managing an insurance pipeline differ from other sectors; therefore, it offers various views based on stage, closure date, and renewal date to help cultivate a thriving insurance practice. You can log sales calls, document meeting notes, identify key issues, schedule follow-ups, and even dictate notes via your phone or tablet. Whether you’re walking into a client meeting or taking a break for lunch, you can effortlessly access your sales notes on your smartphone or review your pipeline using your tablet, ensuring your sales system is always with you. This seamless integration of technology empowers your team to operate efficiently and effectively, ultimately driving better results for your agency.
API Access
Has API
API Access
Has API
Integrations
Virtual Cabinet
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$195 per month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Ebix
Founded
1976
Country
United States
Website
www.ebix.com/ebix-enterprise
Vendor Details
Company Name
Gen4 Systems
Founded
2004
Country
United States
Website
www.gen4systems.com
Product Features
Product Features
Insurance Agency
Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management