CBS addresses all of a broker’s requirements from client and prospect management, to quotations, policy recording and tracking, document production, client budgeting, and claims management.
More than just a broking system CBS provides a high level of interaction between the broking functions and financial reporting to provide a comprehensive management tool.
Integration with other desktop technologies including word processing, spreadsheets and Document Management Interfaces provides a complete information processing solution.
Scalable software architecture and extensive end user customisation options allow brokers to create a unique solution to their individual processing requirements. Customisation extends to most aspects of system operation – risk construction, policy construction, claims information, reporting and the content and appearance of documentation.
With Ebix Mobile Solutions, your most important client and policy details will always be at your fingertips. Whether you’re at home or on the road, access this key information from your Ebix systems securely. Stay productive with Ebix’s Mobile Solutions range for financial services institutions.
Ebix’s CBS broking system can now be accessed from wherever you are via the CBS Mobile app.
Providing access to client, policy, claims and basic accounting information is only the beginning for the mobile road warrior (or insurance professional). Being able to easily access all of the relevant information about your clients while out of the office is important but CBS Mobile provides a new level of business support while you are on the move.
Tell us about your business needs.
We will find the perfect solution.