The retail agency day in one system
The work an independent agency repeats every week, handled from the same client, policy, and accounting data.
Personal & Commercial Books
EbixASP supports all P&C lines of business, so the household account and the commercial account live in the same system, on the same client file.
Renewals List
The renewal book as a working list: what is quoted, what is in review, and what is waiting on the carrier, worked from live policy data instead of a spreadsheet.
Certificates of Insurance
Certificate templates, holder management, and mass print carry the agency through renewal season without retyping the holder list for every account.
Agency Accounting
A built-in general ledger with billing, commissions, collections, checks, statements, and reconciliation. There is no separate accounting package to buy or keep in sync.
ACORD eForms
Applications for personal and commercial lines populated from account data, with state-specific supplements, delivered by print, email, or fax.
Production & Retention Reports
A library of 200+ standard reports covers production and retention for the agency and each producer, exportable to PDF, Excel, and HTML.
Renewal season on one list
The renewals list reads straight from the policy file, so the office sees what is quoted, what is in review, and what is still waiting on a carrier without maintaining a separate tracking sheet. Each row opens the account it belongs to, with the history and documents already attached.
Certificates follow the same rhythm. Holder lists carry over from term to term, and mass print issues the certificates a commercial book demands at renewal without retyping a single holder.
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
The modules behind the agency workflow
Each part of the day maps to a module that works from the same system of record.