What onboarding consists of
Four workstreams cover the move onto the platform. None of them involves hardware, hosting, or client-side software, because there is none to install.
Cloud Delivery
EbixASP runs in the cloud and is accessed in the browser. There are no servers to buy, no client software to roll out, and no local installation to maintain across offices.
Structure Configuration
Branch offices, subsidiary agencies, and distinct books of business are configured to mirror how the firm is organized, all under a single login.
Data Migration Support
Established conversion paths bring clients, policies, and accounting history from the earlier Ebix systems, and Excel import covers data arriving from elsewhere.
Team Training
Producers, CSRs, and accounting staff are trained on the workflows they will run each day, so go-live lands on a team that already knows the screens.
The system takes your shape
Configuration starts with the firm as it exists: unlimited branch offices, subsidiary agencies, and distinct books of business set up under a single login. Producers see their book, branch managers see their branch, and the home office sees the whole structure, each from the same platform.
Because the general ledger is part of the platform, the chart of accounts and entity structure are configured together. The accounting the firm reports on and the operations it runs are set up as one system from the start.
The onboarding sequence
Implementation runs in four stages. Scope and schedule are agreed per project, since they depend on the source data and the size of the structure being configured.
Kickoff and structure configuration
The implementation team maps your organization into the platform: branch offices, subsidiary agencies, books of business, carriers, and the chart of accounts the ledger will run on.
Data migration
Clients, policies, and accounting history move into the configured structure, on established conversion paths from the earlier Ebix systems or through Excel import from other sources.
Team training
Each role is trained on its own daily workflows, from servicing and renewals through eForms, certificates, and the month-end close.
Go-live
The agency starts working live data in the browser. Because delivery is cloud-based, every office comes online at the same time on the same system.
Moving from Infinity, InsureNET, Elite, or EbixONE? The data migration stage runs on established conversion paths from each. How migration works