Average Ratings 0 Ratings
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
Active Insights provides valuable intelligence that empowers you to enhance customer retention, optimize loss ratios, and discover new business opportunities. By utilizing Active Insights, you can foresee significant developments within your client portfolio. This tool promotes a hands-on and anticipatory strategy to recognize and grasp the evolving needs of your customers. Timely engagement with your clients fosters the strengthening of existing relationships and the expansion of your portfolio. You will receive notifications for particular events that you choose, which helps guarantee that premiums are aligned with the shifting risks. By refining your communication strategies, you can create more efficient, targeted, and timely outreach to customers. Active Insights effectively correlates life events with the policies in your portfolio, alerting you to crucial changes that may affect both your clients and your business operations. Tailored updates provide an in-depth understanding of your portfolio, equipping you with the necessary insights to prioritize client needs and manage risk effectively while paving the way for future growth opportunities. This multifaceted approach ultimately leads to a more successful and sustainable business model.
API Access
Has API
No
API Access
Has API
No
Integrations
Equisoft/manage
No
OpenAdapt
No
Taktile
No
Virtual Cabinet
Yes
Integrations
Equisoft/manage
Yes
OpenAdapt
Yes
Taktile
Yes
Virtual Cabinet
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
No
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
No
In Person
Yes
Vendor Details
Company Name
Ebix
Founded
1976
Country
United States
Website
ebixhealth.com
Vendor Details
Company Name
LexisNexis
Country
United States
Website
risk.lexisnexis.com/products/active-insights