Ebix, ready to run.
The Ebix integration lets insurance cases draw on the records your Ebix platform already holds. Floowed reads the client and policy details a case depends on, chases what is missing, and returns the outcome and its documents to the record.
What it does.
What Floowed reads from Ebix
- Client and contact records
- Policy details and their status
- Documents on file for a client
- Open items linked to a policy
What it writes back
- The case outcome, noted on the client record
- Supporting documents, attached where they belong
- A task for the person who owns the next step
- A status change, where your rules allow it
Ebix runs a range of products, so the first step is agreeing which system and which records a case should touch. Floowed connects to the product you use under your own Ebix agreement, and anything that changes a policy is approved by a person first.
How it connects.
- 1
Connect Ebix
Using its API, under your own agreement. Nothing migrates and nothing is replaced.
- 2
Build your operation
Describe it in Slack, Teams or the Floowed Dashboard. Floowed builds it and asks only what it can’t work out.
- 3
Let it run
Every case runs from request to outcome, the same way each time, with the reasons on record. Anything sensitive waits for a person.
More in Insurance systems.
Questions
Does Floowed integrate with Ebix?
Yes. It connects through the API of the Ebix product you use, under your own agreement.
What can Floowed do in Ebix?
It reads client and policy records, gathers and checks the documents a case needs, and writes the outcome, the files and follow up tasks back to Ebix.
Is my Ebix data secure?
Access runs under your own Ebix agreement, and Floowed only gets the scopes it needs. It never stores a password, and every read and write is logged with the reason for it. Results and records are evidence a person can review.
What does the Ebix integration cost?
Nothing extra. Integrations are included in every plan, and you only pay for the work your operations do.
Start with Ebix. Add the rest.
Free to try, no card, no sales call. Your first $80 of credits is on us.