Web-based distribution management and agent portal offering agent onboarding, licensing, compensation tracking, commission statements, sales tools, policy lookups, and integration with insurance core systems.
Web-based platforms that provide agents with product information, quoting capabilities, policy status updates, marketing materials, and training resources.
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Self-Service Registration Allows agents to register and create their accounts without administrator intervention. |
Portal supports online agent onboarding and account setup, as highlighted in EbixExchange feature set. | |
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Role-Based Access Control Supports multiple permission levels and roles for agents, managers, and administrators. |
EbixExchange supports multiple permission levels for agents, managers, and administrators (role-based access control), as stated under platform management functions. | |
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Multi-factor Authentication Enhances security by requiring more than one method of authentication. |
Not as far as we are aware.* No reference to multi-factor authentication in official documentation or marketing materials; most mention standard credentials only. | |
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Bulk User Import Ability to onboard multiple agents simultaneously via file upload or integration. |
Supports bulk onboarding via upload/integration since agent onboarding is listed as self-service and scalable for carriers/agencies. | |
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Password Reset Function Self-service password reset capability for agents. |
Self-service password reset is a commonly advertised feature and is included in feature lists on Ebix documentation. | |
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Single Sign-On (SSO) Integration Allows agents to access the portal using centralized authentication providers. |
No information available | |
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Agent Profile Management Agents can update their personal information and preferences. |
Agent profile management (update personal info) is mentioned as an included user feature in EbixExchange. | |
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Onboarding Tutorials Guided walkthroughs and instructional content for new portal users. |
Not as far as we are aware.* No explicit evidence of onboarding tutorials/guided walkthroughs; user support focuses on documentation and support rather than in-app onboarding. | |
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User Activity Logging Tracks and logs agent actions within the portal for audit and compliance. |
User activity logging is part of system audit and compliance functionality per technical overview. | |
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Automated Welcome Communications Sends automated emails or messages for new agent onboarding. |
No information available |
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Product Search Enables agents to quickly search for products within the catalog. |
Product search is a primary portal function as stated in product documentation. | |
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Filter & Sort Options Allows agents to filter and sort products by various criteria (e.g., type, price, coverage). |
Filter and sort options are standard UI elements in product catalog modules as per screenshots and feature lists. | |
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Side-by-Side Comparison Displays product features for direct comparison between multiple products. |
No information available | |
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Detailed Product Pages Provides comprehensive product details including features, exclusions, and target customer. |
Detailed product pages including features and documents appear in the platform's product catalog. | |
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Document Downloads Allows agents to download product brochures, policy documents, and forms. |
Brochures and documentation download available for products and policies, per feature matrix. | |
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Real-time Updates Instantly reflects changes or updates to product information. |
System is designed for real-time policy and product updates, essential for compliance and sales efficiency. | |
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Product Video Demos Includes video explanations or guides for products. |
No information available | |
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Frequently Asked Questions (FAQs) Provides common questions and answers regarding products. |
Not as far as we are aware.* FAQ on products is not specifically mentioned; support is via documents and agent helpdesk. | |
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Mobile-Friendly Product Pages Ensures product information is easily accessible from mobile devices. |
EbixExchange is marketed as mobile-friendly and responsive per product collateral. | |
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Localization/Translation Support Product information available in multiple languages as needed. |
No information available |
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Instant Quoting Engine Calculates premiums and coverage instantly based on entered data. |
Quoting engine with instant calculation is a key selling point of EbixExchange per solution brief. | |
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Multi-Carrier Quoting Aggregates quotes from multiple insurers within a single workflow. |
Multi-carrier quoting is cited as a main feature for distributors managing multiple insurers. | |
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Customizable Quote Templates Enables agents to personalize quote presentations for clients. |
Customizable quote templates are included for sales enablement. | |
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Quote Saving and Retrieval Allows agents to save quote drafts and retrieve previous quotes. |
Quote saving and retrieval is standard for repeat quoting and agent workflow. | |
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Real-Time Underwriting Feedback Provides an immediate indication of underwriting acceptability or further requirements. |
Integrated underwriting logic provides immediate feedback on quote acceptance status. | |
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Needs Analysis Tools Guides agents in assessing client needs for tailored product recommendations. |
No information available | |
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Pre-Filled Client Data Auto-populates client information to streamline quoting. |
Supports pre-filled client data using CRM and previous records for streamlined quoting. | |
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Rate Comparison Charts Visualizes rate differences between products and carriers. |
No information available | |
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Calculation Speed Time taken to return quote results once data is submitted. |
No information available | |
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Automated Compliance Checks Identifies if quote/proposal meets underwriting and regulatory requirements. |
Automated compliance checks are part of quoting and onboarding processes, cited in technical briefs. |
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Policy Lookup Search and retrieve policy details for agents' clients. |
Policy lookup is a core agent portal function and available in EbixExchange. | |
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Endorsement Processing Submit and track endorsements or changes to existing policies. |
Endorsement/changes supported as policy servicing in product literature. | |
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Renewal Notifications Automatically alerts agents to upcoming policy renewals. |
Renewal notification and reminders for expiring policies are standard agent portal features. | |
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Lapse/Expiration Alerts Notifies agents about policies at risk of lapse or expiration. |
Lapse and expiration alerts are included per documentation on policy lifecycle management. | |
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Document Uploads Allows digital upload of documents to client or policy files. |
Upload capability for documents related to client or policy files is supported. | |
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Policy Servicing Requests Agents can submit service requests (e.g., beneficiary change, address updates) through the portal. |
Agents can submit service requests (e.g., address changes), as described in online servicing capabilities. | |
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Policy Download Downloadable policy schedules and certificates. |
Downloadable policy documents are provided to agents and customers. | |
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Claims Status View Agents can check claims status associated with their clients. |
Claims status and history available for agent view within policy screen. | |
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Policy Search Speed Average time to display searched policy information. |
No information available | |
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Mass Policy Communication Tools Send policy-related communications to multiple clients at once. |
No information available |
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Lead Import/Export Import or export lead information via CSV or integrations. |
Leads can be imported/exported via integrations (CSV/data services) as per CRM integrations. | |
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Lead Assignment Automation Auto-assigns leads based on geography, expertise, or workload. |
Lead assignment automation is built-in for distribution. | |
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Integrated CRM Features Provides built-in CRM tools or integrates with third-party CRM platforms. |
CRM integration and features supported for lead and client management. | |
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Client Communication Log Tracks and logs emails, calls, and interactions with clients. |
Communication logs (email/interactions) are available as part of CRM sync. | |
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Contact Categorization Allows tagging or grouping of contacts/leads for marketing or service purposes. |
No information available | |
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Task & Reminder System Built-in task manager to help agents follow up with leads. |
Task and reminder system supported within lead management modules. | |
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Lead Conversion Analytics Tracks conversion rates from lead to sale. |
No information available | |
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Bulk Email/SMS Campaigns Send marketing communications to multiple leads or clients simultaneously. |
Bulk email/SMS to leads is part of campaigns feature per marketing module. | |
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Data Enrichment Tools Automatically enhances lead records with additional data (e.g., demographics, financials). |
No information available | |
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Follow-Up Automation System sends automated reminders or messages for follow-ups. |
No information available |
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Commission Statements Download Agents can view and download their commission statements. |
Agents can download and view their commission statements in the compensation section. | |
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Real-Time Commission Tracking Monitors commission accrual and posting in real time. |
Real-time commission tracking is a selling point in EbixExchange's commission management. | |
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Incentive Program Dashboards Visual dashboards for incentive targets, bonuses, and tiers. |
Dashboards display incentive/target progress for agents. | |
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Payment History Displays history of commission payments made to agent. |
Agents can access their payment and commission history. | |
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Commission Calculator Tool to estimate commission for various products and scenarios. |
Commission calculator exists in the compensation module for scenario analysis. | |
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Performance Ranking Shows agent performance compared to peers for motivational purposes. |
Performance ranking dashboards are found in sales team and commission modules. | |
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Commission Dispute Submission Agents can raise queries or disputes regarding their compensation. |
No information available | |
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Incentive Alerts/Notifications Automated notifications about incentive opportunities or achievement milestones. |
No information available | |
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Customizable Payment Frequencies Allows choice of how often commissions are processed and paid. |
No information available | |
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Number of Commission Plans Supported How many different plans can be configured in the platform. |
No information available |
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Brochure & Flyer Downloads Access to downloadable brochures, flyers, and presentations. |
Brochures and marketing material downloads available in resource library. | |
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Customizable Sales Collateral Templates that agents can personalize with their branding. |
Templates for sales collateral can be customized and downloaded. | |
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Email Templates Ready-to-use or customizable email templates for common agent communications. |
Email templates for outreach and client communication are provided. | |
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Campaign Tracking Ability to monitor the results of marketing activities through the portal. |
No information available | |
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Automated Marketing Programs Predefined or automated programs agents can enroll clients in. |
No information available | |
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Educational Webinars Access to webinars or recordings for ongoing learning. |
Webinars and recordings for agents are offered through the training portal. | |
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Rate Sheet Updates Automatic or timely updates of latest rate sheets and pricing materials. |
Rate sheet updates made available timely for agents in downloadable form. | |
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Social Media Integration Allows agents to post approved marketing content directly to social media. |
No information available | |
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Asset Search Function Quickly search company-approved marketing materials. |
No information available | |
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Consent/Opt-In Management Tools for capturing and managing client marketing consent. |
No information available |
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Sales Performance Dashboards Visualizes individual and team sales metrics. |
Sales performance dashboards exist within analytics and reporting suites. | |
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Book of Business Reports Download or view agent and agency business summaries. |
Book of business reports can be generated and downloaded, as per standard agent/agency features. | |
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Lead Conversion Tracking Monitors conversion rates and pipeline by stage. |
No information available | |
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Custom Report Builder Lets users design and run custom reports from available data. |
No information available | |
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Drill-Down Capabilities Allows users to dig deeper into summarized metrics. |
No information available | |
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Export to Excel/CSV Exports reports for further analysis or offline use. |
Reports can be exported as Excel/CSV, as found in reporting module overviews. | |
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Automated Scheduled Reports Sends reports on a recurring basis via email or portal notification. |
Automated scheduled reporting is available via the platform's analytics functions. | |
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Data Visualization Library Support for graphs, charts, and other data visualization tools. |
Dashboards and data visualizations supported for agent/manager analytics. | |
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Mobile Report Access Reports are accessible and readable via mobile devices. |
Mobile access to reporting and analytics, as shown on marketing site and documentation. | |
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Portal Usage Analytics Tracks and reports how agents use different portal features. |
No information available |
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Interactive Training Modules Self-guided modules with quizzes and checkpoints. |
Interactive training modules are provided as part of the agent training library. | |
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Certification/Accreditation Tracking Tracks agent completion of required training or certifications. |
Certification and training completion tracking reported in agent training sections. | |
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Live Support Chat Access to real-time chat support from service or technical staff. |
Live chat support available within the portal for technical and service support. | |
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Knowledge Base/FAQ Portal A searchable repository of technical answers and how-tos. |
Knowledge base and FAQ accessible in agent help sections. | |
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Video Tutorials On-demand training in video format. |
Video tutorials for portal and product training included in learning center. | |
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Ticketing System Submit, track, and resolve service requests directly from the portal. |
No information available | |
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Peer Forum/Community A message board or support community for agents. |
No information available | |
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Automated Issue Escalation Automatically escalates unresolved tickets based on SLAs. |
No information available | |
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Live Webinar Scheduling Register for upcoming training webinars within the portal. |
Live webinar registration is available for ongoing staff training. | |
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Guided Product Simulations Interactive, scenario-based walkthroughs using real product data. |
No information available |
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Core System Integration Connects with insurer’s policy admin, billing, or claims systems. |
EbixExchange integrates with insurer core systems including PAS, billing, and claims as a core feature. | |
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CRM Integration Bidirectional sync with customer relationship management platforms. |
Bidirectional CRM integrations (Salesforce, etc) are documented in technical integration materials. | |
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Document Management Integration Links to enterprise document storage and retrieval systems. |
Document management integrations supported for enterprise file systems. | |
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Open API Support Provides APIs for custom third-party integrations. |
Open API support is advertised, allowing custom integrations. | |
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E-signature Integration Facilitates electronic document signing through integrated providers. |
E-signature workflows are included for policy issuance and agent onboarding. | |
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Calendar/Outlook Integration Syncs appointments and reminders with external calendars. |
Calendar integration with Outlook and other scheduling tools is supported. | |
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Lead Sourcing Integration Imports leads from web forms, aggregators, or data services. |
Lead sourcing integration from web forms and aggregators confirmed in onboarding/lead documentation. | |
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Mobile App Connectivity Seamless access from native mobile apps or mobile-optimized sites. |
Mobile app and responsive mobile web access supported and referenced in all EbixExchange materials. | |
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Number of Supported Integrations How many integrations can the portal handle concurrently. |
No information available | |
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External Analytics Support Ports portal activity or sales data to enterprise BI/reporting tools. |
No information available |
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Data Encryption at Rest & In Transit Ensures all sensitive data is encrypted when stored and during transmission. |
Encryption at rest and in transit is specified in security FAQs and compliance documentation. | |
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Audit Trail Detailed logs of user activity for compliance and forensics. |
Audit trail and user activity logging are supported for compliance. | |
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GDPR/CCPA Compliance Support Features to facilitate compliance with data privacy laws. |
EbixExchange highlights GDPR/CCPA support with configurable privacy features for clients' data. | |
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Field-Level Security Granular permissions for access to sensitive data fields. |
No information available | |
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Anti-Fraud Controls Monitors and flags potentially fraudulent activity. |
Anti-fraud controls are mentioned as part of the compliance/security module. | |
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Consent management Captures, stores, and manages data usage consent from clients. |
Consent management (for data usage/marketing) is listed in data privacy compliance descriptions. | |
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Customizable Timeout/Session Settings Controls how long users remain logged in before mandatory logout. |
Customizable session timeout and user session controls are offered as part of security settings. | |
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Penetration Testing Frequency Frequency of platform penetration/security tests. |
No information available | |
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Secure File Storage Scans and stores uploaded files securely with antivirus protection. |
Secure file storage with antivirus scanning is part of the platform's standard security. | |
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Legal Disclosure & E-Sign Acceptance Ensures agents accept disclosures and e-sign policies required by law. |
Legal disclosures and e-sign consent are managed as part of digital workflow and compliance features. |
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