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eBeat June 2018 Featured

Wednesday, 23 May 2018 12:07

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May 2018

Financial Year End

End of Financial Year is fast approaching and it is again time to remind you to start your end of year clean-up in WinBEAT. To assist you in this process we have recently updated our WinBEAT EOFY Checklist, which can be found in WinBEAT HELP. You can easily download the checklist and distribute it to the relevent staff in your office. The checklist provides a comprehensive guide to all of the activities you need to complete in WinBEAT before you close the Financial Year.

We are also providing Group WebEx Training for WinBEAT End of Financial Year to guide you through all the clean-up activities and useful reports that are available to assist. Our End of Financial Year WebEx course is approx 1.5 hours and we are holding it on various dates throughout May and June. If you are interested in attending please email This email address is being protected from spambots. You need JavaScript enabled to view it. and we will advise available dates and times.


New Release - WinBEAT4.2.17 

new release winbeat 4.2.17

We recently rolled out the WinBEAT4.2.17 release with some important new features and enhancements. Significant security enhancements have been included particularly in relation to the use of Database Queries that can be created using WinBEAT Custom Reports.
We have also enhanced Account Manager Security in relation to the Sunrise Imports list to further limit access to client data using the Account Manager security module.
Most funders now offer Background Funding and we have enhanced functionality to make working with funders a more seamless and accessible experience.
You can view and download the latest Release Notes via WinBEAT HELP.


winbeat 4.1 no longer supported

WinBEAT4.1 No Longer Supported

WinBEAT4.2 has been available to our users since October 2016. Because our upgrade to WinBEAT4.2 required major changes to invoicing options and may have required brokers to change their stationary we have been supporting WinBEAT4.1 well beyond the normal terms.
A small number of our brokers have not yet upgraded to 4.2 and therefore do not have all of the current security features, background funding functionality, Lloyds GST, Allianz Instalments, Invoice Reverse and the many other enhancements we provided in the 4.2 releases.
With effect from the end of August 2018 our Helpdesk will no longer be providing support for the 4.1 release. This allows our brokers who are still on 4.1 an additional three months to complete their upgrade. We are happy to assist with this process particularly in relation to the new invoice formats available. Please email This email address is being protected from spambots. You need JavaScript enabled to view it. if you need assistance with the upgrade process.



EBIX0038 WinbeatNext Logo

Our development team have been extraordinarily busy over the last twelve months working hard on our next generation broking system – WinBEAT NEXT.

WinBEAT NEXT is built on an entirely new technology stack and will be available online, any time, on any device as a Cloud solution. You can even enter a new policy on your phone!
Cloud based and device responsive software requires substantial re-design of the friendly user interface that our WinBEAT users are so familiar with. Whilst maintaining ease of use we have to make sure that the interface functions on a smart phone just as well as it does on the wide screen on your desk. We are also making sure our users don’t have to re-learn everything when they migrate to WinBEAT NEXT.

If you would like to learn more about WinBEAT NEXT make sure you attend one of our upcoming Ebix Roadshows in July or August.


Ebix Roadshow 2018 

2018 roadshow logoThe Ebix Team will be hosting the Ebix roadshow across all capital cities in July and August this year.
Our roadshow is an important way in which we communicate with you and inform you about the products and services that are available to our 700+ brokers, as well as details of upcoming releases. This year you will also have the opportunity to view our newly designed, cloud based broking systems, WinBEAT NEXT and Ebix Evolution.
Roadshows also give you access to our senior management team and a selection of subject experts, to ask any questions that you may have on any relevant topic.
Keep an eye out for the Ebix Roadshow invitation that will be coming to you soon and make sure you book in early. There is no cost to attend a roadshow session.


WinBEAT4.2 Scheduled Training
July – November 2018

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Don’t forget we are running Group WebEx Training for End of Financial Year to guide you through the End of Financial Year. Please email This email address is being protected from spambots. You need JavaScript enabled to view it.to reserve your spot. 

We are running scheduled WinBEAT courses through to the end of November, after which our trainers will be taking a well-earned rest. You can view the course schedule and download course outlines here.
It is fast and easy to book your training online.
Simply select your course of choice and click Book or access the Training page and click the BOOK TRAINING NOW button to complete the online booking form.
Our scheduled training courses are CIP rated for 6 points and attendees receive a comprehensive training manual and Certificate of Completion.
To check your WinBEAT training credit status please email This email address is being protected from spambots. You need JavaScript enabled to view it..
If you have specific training requirements or would like customised on-site consulting or custom WebEx training, please contact our Training Services Manager, Susan Fitt via This email address is being protected from spambots. You need JavaScript enabled to view it., to discuss your requirements.

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