Certificate of Insurance Tracking & Management By Ebix BPO Call Us Toll Free: 1-800-996-9964

 
 
 
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Technology

Ebix BPO's proprietary insurance tracking software was designed exclusively for monitoring incoming Certificates of Insurance. Continuously improved for over the past decade, the system automates all aspects of the insurance tracking process that traditionally required costly, time-consuming manual processes.

Since no two customers are alike, we will customize the system to your precise specifications and reporting needs. The Ebix BPO tracking system provides a comprehensive set of management and activity reports. Once the tracking system is in place, Ebix BPO will continue to add enhancements to reflect your current business realities. Only Ebix BPO offers this unique level of customization. You may also choose to have the data created and collected by Ebix BPO automatically exported (real time or batch) to your own host system (e.g. A/P, ERP or Contract Management). Our in-house IT staff will work with you to coordinate a seamless flow of information using the data interface method of your choosing.

The Ebix BPO system requires no software or hardware installation. A web browser and Internet access are the only requirements.

Document Imaging
Certificates, and all related documents, are electronically imaged upon receipt and instantly become a part of your insurance records and account history. Document images are permanently maintained online allowing you to review current and historical documents with ease. All certificates and other documentation are formatted for easy printing via standard office printers.

Secured Internet Access
Clients may access complete transaction histories and complete image history for all records on the Ebix BPO system. The system is available on a 24/7 basis. With system availability exceeding 99.9%, you can monitor your insurance compliance status anytime you choose to do so. Access privileges to the website are controlled by log-on ID, and include various authority levels based on each client's policies.

Customization
Ebix BPO customizes system functionality for each client based on the client's unique business structure, contractual insurance requirements, and reporting needs. In addition to managing Certificates of Insurance, Ebix BPO can also customize the system to assist with other compliance management needs.


Schedule a DEMO
  Learn the benefits of the Ebix BPO system by taking an online tour.

Insurance Certificate Tracking & Management Demo

 

Request Pricing
  Receive a FREE Scope and Pricing Evaluation.

Insurance Certificate Tracking & Management Pricing

 

 
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