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Comparison of Ebix Broking Systems

Broking System Comparison

 
WinBEAT 4.2
CBS 7.3
eGlobal 7.04
Evolution 2.0.5
General
 
Ideal For
Small-Medium
Suburban & Regional Brokers
Medium to Large
Corporate Brokers & Underwriting Agencies
Medium to Large
Corporate Brokers & Underwriting Agencies
Medium to Large
Corporate Brokers & Underwriting Agencies
Ideal Network Size
1 to 250+
5 to 500+
5 to 250+
5 to 250+
Setup Time
Minimal
1 to 2 days
Extensive end-user customisation options
4 to 6 weeks (typical)
Extensive end-user customisation options
4 to 6 weeks (typical)
Extensive end-user customisation options
4 to 6 weeks (typical)
Optimised for use in Australia
 
 
 
 
Optimised for use Internationally
 
 
 
 
Graphic User Interface
 
Limited
 
 
Features
Task Management System
 
 
 
Extensive Task Management including MS Outlook Integration
Cloud Access
Optional 
Optional
Optional
 
Policy Processing Capabilities [+]
High
Full-featured
Full-featured
Full-featured
Accounting Capabilities [+]
High
Full-featured
Full-featured
Full-featured
Reporting Capabilities [+]
High
Full-featured
Full-featured
Full-featured
Claims Capabilities [+]
High
Full-featured
Full-featured
Full-featured
 
Included Document Management Capabilities
 
Limited
Limited
Limited
CRM Capabilities
Limited

Full-featured available with SmartOffice Integration
Full-featured with SmartOffice Integration
Full-featured with SmartOffice Integration
Full-featured with SmartOffice Integration
Addon Modules
Underwriting Agency
Optional
Optional
Optional
Optional
Financial Services
 
Optional
 
 
Customer Self Service
 
Optional
Optional
Optional
Premium Funding
 
 
 
 
Auto Rating/Rating Engine
 
 
 
 
Time-costing
 
 
Optional
Optional
Integration
Sunrise Interface [+]
 
 
 
 
iClose Interface [+]
 
 
 
 
Industry Standard Premium Funding Interface
 
 
 
 
QBE claimwrite External Claims Management System
 
 
 
 
Other Interfaces
3rd Party Document Management Interface: Organiseit, Technosoft, 3rdmill, Ferret
 
 
 
 
Generic XML Interface
Import Only via Ebix eLink
Import Only via Ebix eLink
Import Only via Ebix eLink
Import Only via Ebix eLink
Security
Comprehensive Security Features [+]
 
 
 
 
Customsable Security Features
Limited
Highly Customisable
Highly Customisable
Highly Customisable
Support and Training
Full-service Support
 
 
 
 
QPIB Rated Product Training Available
 
 
 
 
QPIB Rated Scheduled Classroom Training Available
 
 
 
 
Comprehensive User Manuals
 
 
 
 
Technical
Database Engine
1 to 10 User: SQL Express (Free)
11+ Users: MS SQL
Cobol ISAM
Oracle
Oracle or MS SQL Server
Foundation
Windows (Microsoft .NET)
UNIX
Windows
Cloud (MS .Net Framework)
Updates
Future Program Updates Included
 
 
 
 
Automated Workstation Updates
 
 
 
 
Last modified on Thursday, 17 August 2017 15:29
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Latest Version of WinBEAT

Version: 4.2

Latest release notes WinBEAT4.2

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