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What is EbixEnterprise?

EbixEnterprise operates as a comprehensive solution for managing insurance, streamlining policy management across its entire life cycle. The platform includes six essential components: Customer Relationship Management (CRM), a health insurance exchange, policy administration, claims administration, data analytics, and a consumer web portal. These interconnected elements ensure that data flows smoothly to meet various business needs. SmartOffice CRM allows organizations to effectively manage details about agents and brokers, commission systems, sales processes, and state licensing information. Additionally, the Online Quoting Portal, known as HealthConnect, serves as an exceptional marketplace for the trading of health insurance and employee benefits. Moreover, EbixEnterprise Administration provides a powerful policy management system, supplying users with the essential tools to oversee policies, outline insurance plans, and keep track of relevant rate information. This all-encompassing strategy not only boosts operational efficiency but also fosters enhanced decision-making throughout the organization. Ultimately, EbixEnterprise positions itself as a pivotal asset for businesses looking to optimize their insurance management practices.

What is AgencyBloc AMS+?

The leading platform for growth in the insurance sector is the AgencyBloc Plus Suite, which offers tailored solutions designed for health, senior, and benefits agencies. This suite enables agencies to streamline their data management, maintain compliance, and automate various workflows, while also efficiently handling client relationships and policy management, among other essential functions. Furthermore, its comprehensive capabilities allow agencies to focus on enhancing their operational efficiency and improving client satisfaction.

Media

Media

Integrations Supported

Virtual Cabinet

Integrations Supported

AgentMethods
Ease
Employee Navigator
Five9
Intulse
ReviewInc
Xinix
Zapier

API Availability

API Availability

Has API

Pricing Information

Pricing not provided

Pricing Information

$109.00/month
Plans start at $109/month and are customized to each agency.
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Webinars
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Ebix

Date Founded

1976

Company Location

United States

Company Website

ebixhealth.com

Company Facts

Organization Name

AgencyBloc

Date Founded

2008

Company Location

United States

Company Website

www.agencybloc.com

Categories and Features

Health Insurance

Not specified

Insurance Analytics

Not specified

Life Insurance

Not specified

Categories and Features

Commission

Agency Commission
Commission Calculations
Commission Scheduling
Commission Tracking
Flat Commissions
Multi-Tiered Commissions
Percentage Commissions
Split Commissions

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Marketing Automation Integration
Task Management

Health Insurance

Not specified

Insurance Agency Management

Commission Management
Contact Management
Document Management
Life & Health
Policy Management

Insurance CRM

Not specified

Insurance Policy

Claims Tracking
Policy Processing
Renewal Management

Life Insurance

Not specified

Quoting

Automated Quoting
Catalog Management
Forms Creation
Product Configurator
Proposal Management

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