The agency management system
from Ebix.
EbixASP runs the whole agency in one cloud platform: policy administration across every P&C line, full agency accounting with a built-in general ledger, claims, ACORD eForms, certificates, carrier data download with TEAM-UP, and 200+ reports. Every module included, one subscription.
Hartwell Logistics
Commercial Auto · due May 01
Bayfront Marine Supply
General Liability · due May 04
Cordova Family
Homeowners · due May 09
Pinewood Dental Group
BOP · due May 12
Seven modules, one system of record
Every module works from the same client, policy, and accounting data. Nothing is re-keyed between screens, and nothing is sold separately.
Accounting is built in,
not bolted on
EbixASP carries a full general ledger inside the platform: billing and split billing, commission tracking, collections and payments, check creation, statements, and reconciliation, with multiple payees on an account. Because the ledger lives with the policy data, month-end closes from one system instead of three. The accounting module serves any insurance line, not only P&C.
Explore Agency Accounting| Date | Ref | Description | Debit | Credit |
|---|---|---|---|---|
| 04/02 | INV-20841 | Premium billed · Hartwell Logistics | $12,480.00 | |
| 04/02 | PMT-11276 | Payment received · Hartwell Logistics | $12,480.00 | |
| 04/03 | COM-08113 | Commission due · Meridian Mutual | $1,872.00 | |
| 04/04 | CHK-04492 | Producer payable · A. Reyes | $936.00 | |
| 04/05 | REC-00318 | Statement reconciliation · April |
ACORD forms, filled from the account
Ebix eForms turns account data into completed ACORD applications for personal and commercial lines, including state-specific supplements. Edit directly on the form screen, deliver by print, email, or fax, and re-use the data to populate the next form. Certificates of insurance work the same way, with holder templates and mass print for renewal season.
Explore eForms & CertificatesNamed insured
Mailing address
Policy number
Effective date
Built for the shape of your firm
EbixASP supports unlimited branch offices, subsidiary agencies, and distinct books of business under one login, so the system matches your structure instead of forcing a new one.
One subscription, every module
No per-module fees and no bolt-on invoices. Accounting, claims, eForms, certificates, workflow, and reporting are part of the platform, not add-ons to it.
Request a demoModules included under one subscription
6 of 6Standard reports in the library
200+Branches, subsidiaries, and books per login
Unlimited