Four source systems, one destination
These are Ebix's own earlier P&C broking systems, which means the migration paths are established conversions maintained by the vendor of both the source and the destination systems.
Ebix P&C broking system
Infinity
Conversion into EbixASP masters covering the client, policy, and accounting records the agency runs on.
Migration path: establishedEbix P&C broking system
InsureNET
Account and policy data mapped to the corresponding EbixASP structures, with accounting history alongside.
Migration path: establishedEbix P&C broking system
Elite
Client files, policy records, and ledger history carried into the platform on the established conversion path.
Migration path: establishedEbix P&C broking system
EbixONE
The most recent of the earlier systems, with its records moving to EbixASP through the same assessed, validated process.
Migration path: establishedBusiness process continuity
EbixASP carries forward the business processes of the systems it replaces, so the agency keeps working the way it already does on a newer platform. Accounts are serviced, policies are endorsed, and the ledger is closed along the same lines your staff already knows.
The data itself stays portable. Information moves to EbixASP during conversion and moves out again through Excel exports and report output whenever you need it, so migrating in does not mean being locked in.
How data moves in and outThe migration workflow
Every conversion runs through the same assessed, validated sequence. Scope and schedule depend on the source system and the volume of history in play, which is why they are agreed per project rather than promised on a page.
Data assessment
The migration team reviews the source system with you: which entities, books, and years of history are in scope, and how the data is structured today.
Mapping to EbixASP masters
Source records are mapped to the corresponding EbixASP masters, so clients, policies, carriers, and ledger accounts land in the structures the platform runs on.
Trial conversion and validation
A trial conversion runs against a copy of your data. Your team reviews the converted records against the source system and flags anything to correct before the next pass.
Parallel period
The agency works the converted data alongside the source system, confirming that accounts, balances, and documents read the way the business expects.
Cutover
A final conversion brings the data current and the agency goes live on EbixASP, with the source system retired on your schedule.