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Customer Self Service

In an increasing Internet aware world many clients expect flexibility when dealing with financial institutions. Insurance has lagged behind banks and other financial institutions in the use of web technology. Ebix Customer Self Service (CSS) websites changes this.

Ebix has developed web solutions for some of the world's leading insurance organisations. Now utilising the latest available technologies, Customer Self Service delivers a powerful, functional web tool to add value your website and product offerings.

Using Web Service technology Ebix can provide your clients with selected policy, claims and accounting information without exposing your eGlobal database or compromising security.

Ebix Customer Self Service creates a one-way information feed from your eGlobal database to your website. Like retrieving your bank balance or mobile phone account details online, Ebix Customer Self Service allows your clients to view their own policy details, check the status of a claim or view their own account information.

Functionality can be extended to provide options for clients to actively manage aspects of their insurances and reduce the associated administration costs. Importantly, you decide what Ebix Customer Self Service provides to your clients.

eGlobal WebAccess

A new era in information access and client management has arrived with eGlobal WebAccess. eGlobal WebAccess allows you to retrieve specific information from your eGlobal database online, over the internet through your web browser.

eGlobal WebAccess opens new doors for information distribution and client management within your organisation, also complimenting the native processing facilities of your eGlobal system. It is ideal for management, non processing staff and inquiry users.

Functionality includes:

  • Client Inquiry and Update
  • Client Accounting Inquiry
  • Detailed Policy Inquiry
  • WebForm Inquiry
  • Premium Detail Inquiry
  • Insurer on Cover Inquiry
  • Claims Inquiry and Update
  • Sub Agent Inquiry
  • Third Party Broker Inquiry
  • Transaction Inquiry
  • Diary Access and Update
  • Client Notes

In addition to inquiry facilities, WebAccess offers comprehensive policy documentation management and reprint options. Invoices, policy schedules, closings, claim documents and client statements can be reprinted in PDF or sent via email through integration with your desktop email system.

General Ledger

eGlobal General Ledger is designed to handle all aspects of financial management and reporting. A true multi company, multi currency General Ledger the system can be implemented with or without the eGlobal Broking System modules. In an integrated environment the General Ledger provides, automatic generation of Insurer settlement cheques, client refunds and production of statutory reports.

The eGlobal General Ledger provides full accounting controls, system maintained audit trails and full transaction history. The Enquiry and Report module provides users with complete flexibility for access to transaction and balance level information as well as allowing full control over the content and layout of management reports.

Find Out More

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