What the policy module covers
The transactions of the policy lifecycle and the record they build, kept on one screen for the whole servicing team.
Quoting & Binding
Prepare quotes and bind coverage across all P&C lines of business, working from the client record instead of a separate rating file.
Endorsements
Mid-term changes process on the policy record itself, so the endorsement appears in the account history the moment it posts.
Renewals Management
Upcoming expirations sit in a renewals view of the book, so the service team works the list ahead of the date rather than after it.
Account History
The full history of the account on one screen: policies, endorsements, claims, and accounting activity in a single chronological record.
Communication Log
Calls, emails, and correspondence log against the account, so any staff member who opens the file can see what was said and when.
Branches & Books of Business
Unlimited branch offices, subsidiary agencies, and distinct books of business run under a single login, matching the structure of the firm.
Renewals management across the book
Expirations surface in a renewals view before they arrive, with each renewal showing where it stands: under review, quoted, awaiting the carrier, or renewed. The service team works the list from the system instead of maintaining a spreadsheet beside it.
Because the renewal runs on the existing account record, the prior term, its endorsements, and the communication log are already in front of whoever picks it up.
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 policy lifecycle in EbixASP
One record carries the risk from submission to renewal.
Submission
New business enters on the client record: applicant details, risk information, and prior coverage captured once, at the start.
Quote
The quote is prepared from the recorded risk data, and eForms draws the same fields into the ACORD applications carriers require.
Bind
Binding creates the policy record from the quote, with billing handled by the built-in accounting module on the same account.
Service
Endorsements, certificates, and correspondence post to the same record through the term, building the account history as the work happens.
Renew
The expiration surfaces in renewals management ahead of the date, and the renewal processes from the existing record rather than a fresh file.