« Beta Mobile Site »

On-demand Insurance Solutions



Ebix Quarterly eNews Apr-Jun 2017

Monday, 10 July 2017 13:13

eNews email header

April - June 2017

If you can believe it, 2017 is more than half over. We hope everyone has had a smooth End of Financial Year and can now celebrate another year done. Although many of the Ebix staff wish they could hibernate from this cold weather, they certainly have not been resting. The CBS team have been rather busy, introducing Hosting Services, developing coloured fonts, and putting together a list of CBS tips for you to make the most out of the program. We've also been looking at the best way to implement a CRM and the common mistakes to avoid. Read on for more Ebix news and updates...

 Have you Discovered the Power of Cloud? Ebix is Now Offering Hosting Services to CBS Users

unlock the cloud enews

Increasingly there has been requests from our CBS clients to provide hosting capabilities. Thanks to a recent upgrade of Ebix's entire infrastructure we are pleased to advise that we can now respond to the demand for CBS hosting services. Our recent infrastructure upgrade means that our hosting services use the most current technology and equipment... read more here


How to Make a CRM Work for Your Business - Common CRM Implementation Failures to Avoid 

crm blogpost

CRM's are a complex software that can deliver what many refer to as a '360 degree view' of their customers. Unfortunately, some firms view CRM systems as a Customer Relationship strategy in itself rather than a tool for facilitating successful Customer Relationship strategies. We've put together a list of the most common CRM failures, as well as solutions that can take this sophisticated software to its full potential...Read more here


WinBEAT4.2 New Releasenew release winbeat

The WinBEAT4.2 Release included some exciting changes and enhancements for our brokers, the most important being the new Background Funding module.

WinBEAT4.2 Background Funding allows brokers to automatically add a funding option to some or all invoices and statements without the need to go via the premium funding interface.

The invoice remittance example below shows the funding 'instalments' with a link to the funder's website for your client to complete the funding contract and supply their credit card or direct debit details.

Your clients can select to pay the invoice direct to you in the normal way or they can click on the URL into a browser, to premium fund their outstanding premium.


Background Funding is activated on a class basis and may be optional or automatic at the time of processing and invoice.

The Background Funding Module is now available for the following Funders:

  • Premium Funding Pty Ltd
  • Attvest Finance
  • CentrePoint Alliance Premium Funding - now BOQ
  • Elantis Premium Funding
  • Hunter Premium Funding
  • Macquarie Pacific Funding
  • Principal Finance Pty Ltd
  • QPR Premium Funding

Other WinBEAT4.2 enhancements include:

A new Invoice Reverse enhancement that lets you add standard wordings to the reverse of your invoice and duplex print the invoice. This enhancement is designed to work with duplex printers.

New Sub-associate functionality has been introduced. This enhancement allows brokers to pay sub associates where their Associate apportions part of their income to a referrer or other party and they want you as the broker to pay their Sub-associate on their behalf.

Enquiry has a new function to copy a policy number, making it easier for users who need to work in multiple systems or documents. It allows the user to right click in the Policy Enquiry grid and Copy the policy number, which can then be pasted into multiple locations such as a Word document, email or spreadsheet.

There are a number of other enhancements that are detailed in the WinBEAT4.2 What's New document - available for download here.


 Coloured Fonts Now Available in CBS

CBS coloured fonts

CBS can now apply any colour to any of your existing fonts for all forms produced from CBS, Web Access, CBS Mobile and CBS CSS. Ebix have created a standard set of 7 colours in addition to black and can even match any colours currently used in your corporate logo. 

In this example we are using the standard red and have created an 8th colour using the blue from our own Ebix logo. 

As these are fonts (not logos), the Web only functionality cannot apply. If added to the form the coloured font will print on documents direct from CBS and appear in the PDF versions on all platforms. A colour printer is required, otherwise the document will be printed in grayscale only.

The creation of a new colour is $200.00 plus GST and installation costs. The installation of the new colour and/or the standard set of 7 coloured fonts along with some minor instruction for use can be arranged at our standard support costs and should take less than an hour (where form maintenance training is not required). Where form maintenance is required this is also chargeable at our standard consulting rates.

If you are interested in obtaining coloured fonts for your CBS produced documents, please contact Ebix Support at This email address is being protected from spambots. You need JavaScript enabled to view it. or call 02 8467 3000.  


Ebix Evolution Update ebix-evolution4-Final

The release of Ebix Evolution at the end of 2016 sparked significant interest from brokers and underwriting agencies keen to understand how a Cloud based, Service Orientated Architecture business solution could benefit their business. This interest has resulted in a number of new Ebix clients commencing implementation of Evolution and even more existing clients reviewing the benefits that Evolution could offer.

The benefits start immediately after loggin-in where the user is provided with a Dashboard to review key business indicators presented in graphical format. Dashboard graphs and aggregates can be customised for each individual user to present a summary of the most relevant information. The benefits continue with improved Workflow and Task Management throughout Evolution. These processes are enhanced through integration with Microsoft Outlook Diaries and To Do Lists are synchronised between Evolution and Outlook to ensure that important tasks are managed in the most effective way.

Ebix Evolution further extends the modular architecture and e-commerce capabilities of our existing business systems to provide a dynamic platform which readily adapts to a wide variety of requirements.

In line with industry trends, Ebix Evolution is optimised as a Cloud based solution. Being a cloud solution allows Ebix Evolution to be stored on multiple servers and accessed via the internet. This makes the system easier to deploy and maintain creating operational efficiencies. It also means that Ebix Evolution is accessible via the internet anywhere and anytime.

Read 3100 times Last modified on Thursday, 26 October 2017 09:32