View the slide deck we presented at the official launch of the new broking software, Ebix Evolution.

1. OFFICIAL LAUNCH
AUGUST 2016
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2. Ebix Evolution
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Good Broking Systems are not developed overnight
they evolve

3. System Roadmap
CBS 1992
CBS for
Windows
1996
cd.global
1998
eGlobal
2004
Ebix
Evolution
2016
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4. System Strategy
• Ebix Evolution is a new alternative
• Greater deployment flexibility
• Development and Support will continue for all existing Broking
Systems
• Migration Strategy for CBS & eGlobal clients
• Cloud based version of WinBEAT under development and
targeted for release in late 2017
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5. Title
Performance
enhancements
Updated
Technology
Stack
Responsive
Design
Improved User
Interface
capability
Browser
based
Microsoft .NET framework supporting a multi-tiered, service based architecture
Ebix Evolution
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6. Multi Tier Architecture
User Interface Layer
• Forms and Pages
• Bootstrap UI Framework
• Front End Data Validation
• WebForms
• Net Framework 4.0
Service Layer
Business Logic Layer
Data Access Layer
• Service End Data
Validation
• Business Logic
• Core and Custom Logic
• CRUD Operations
• DB Query
• Service Oriented
Architecture
• WCF Services
• Custom Defined Objects
• .Net Defined Objects
• Oracle 11g/MS SQL Server
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7. Evolution Design Features
• Single database supporting a Multi-level Organisation
Hierarchy
• Multi-company
• Multi-branch
• Multi-department / team
• Multi-currency
• Multi-lingual
• Multiple Billing and Accounting options
• Fully Integrated Modular Architecture
• Flexible reporting – Horizontal and Vertical
• Comprehensive Security model – Functional and Hierarchical
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8. Modular Architecture
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9. Evolution Workflow
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10. Workflow Efficiencies
Banking Solutions
– Macquarie and
NAB
Fully integrated
modules that support
all phases of the
business process
Standardised
workflows and
procedures
Standard
documentation to
present a common
company image to
clients
Supports Insurance
and Reinsurance
broking business
Supports any number
of insurance business
lines – WebForms
Integration with
Microsoft Office
and Outlook
Documentation
Management
System Integration
Industry Standard
Premium Funding
Interface
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11. User Interface
• Individual User Customised
Dashboard
• Multi Tier Security model
• User Personalisation
• Responsive Design
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12. Workflow and Diary
Focus on
Workflow
Microsoft Outlook
Integration
Diary & Task
List
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13. Client Centric
• Management of all aspects of Prospect and Client Activity
• Manage Entity Relationships
• Optional SmartOffice CRM Integration
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14. Quote and Policy
• Comprehensive Quote and Bind Options
• Flexible Documentation options including Multi Lingual
• Workflow and Activity Log
• Support for Multi Risk, Multi Client, Multi Currency, Reinsurance
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15. WebForms
• User definable Product Builder, Rating Engine (optional) and
Document Generation module
• Fully integrated with the Policy module
• Supports end to end processing
• Flexible documentation options – quotes, cover notes, placing
slips, client schedule, Certificate of Currency
• Insurance Manual and Register of Insurance production
• Streamlines renewal operations
• Facilitates data analytics and reporting
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16. Access to Data
• Suite of Operational, Management and Audit Reports
• WebReporter End User reporting tool
• Business Intelligence Qlikview Portal
• Analytics – Underwriting Analysis Tables
• Third Party reporting services – Crystal, MS SSRS, Oracle
Reports
• Insurance Manual and Register of Insurance production
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17. Ebix Evolution Integration
• Sunrise Exchange & iClose
• SmartOffice CRM
• Banking Interfaces – Macquarie and NAB
• Premium Funding Interface including Background Funding
• Document Management Interface
• Online Payment Gateway
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18. Time Recording System
• Flexible Time Recording and Reporting system
• Charge Rates by Employee, Role and Job
• Optional link to Fee Invoicing
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19. Mobile Solutions
• Device independent – Responsive Design
• GoMobile
• Optimised for Tablet and Smartphone
• Functional – Client, Policy and Claims information
• Customisation options
• Secure
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20. Customer Self Service
• Client Access to Selected Evolution Data
• Scheme Administrators, Strata Managers, Real Estate Agents
• Claims Notification
• Certificate of Currency
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21. SmartOffice CRM
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22. SmartOffice Integration
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23. Ebix eLink
Financial Service Solutions
eGlobal
Server
Web
Server
eGlobal
Client
Web
Application
Legacy
Application
Web Site
eCommerce
Kiosk
Internet
• XML Gateway – Client, Policy and Claims
• Schemes and Affinity Business
• Supports wider Range of e-Commerce Processing
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Evolution
Evolution

24. Time Frame and Deployment
• Available in Q3 2016
• Cloud and Private Cloud Hosting options
• Workshops to be Scheduled
• Migration Strategy
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25. Thank you.
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