Policy/Contract Administration

Integrated Policy, Billing, and Accounting in One Platform

EbixEnterprise Policy & Contract Administration is a comprehensive solution designed to streamline and centralize health and voluntary benefits administration of policies, contracts, billing, commissions, and eligibility.

Overview

Built for carriers, payers, TPAs, and brokers, it brings all core functions into one integrated platform to improve accuracy, reduce manual work, and drive operational efficiency.

By unifying policy administration, rate maintenance, and accounting in a single platform, the system enables automated straight-through processing that minimizes errors and accelerates daily operations. Policy and contract renewals are managed seamlessly through intelligent automation that reduces manual effort, increases accuracy, and ensures timely, consistent updates. This streamlined approach enhances customer experience, supports business scalability, preserves revenue continuity, and maintains reliable, compliant data across your organization.

Discover
What’s Possible

Get in touch with our team for a personalized demo or free consultation. We’ll show you exactly how our solutions work and how they help overcome the challenges of outdated systems. REACH OUT

EbixEnterprise also serves as your system of record for both eligibility and accounting and integrates effortlessly with EbixEnterprise Claims (LuminX) for full claims lifecycle support. Built on Microsoft .NET and SQL technologies, the platform delivers the performance, reliability, and compliance required for health and voluntary benefits administration.

Key Highlights

Image
Robust Financial Management

Track and manage sub-ledger accounting, premium and consolidated billing, commission payments, bank reconciliation, payroll activity, and 1099 reporting.

Image
Automated End-of-Day Processing

Automated invoicing, EDI and document generation, payment drafting by EFT or credit card, billing adjustments, age-based volume calculations, delinquency handling, and lockbox processing.

Image
Organization and Eligibility Management

Customize group or individual structures with flexible hierarchies and inheritance logic.

Image
Health and Volume-Based Product Support

Manage rating, underwriting, and modal billing with ease.

Image
Complete Policy and Contract Workflows

Support the full lifecycle, including onboarding, automated renewals, document delivery, backdated changes, and COBRA processing.

Image
Flexible Accounting Methods

Works with both cash-based and accrual-based accounting.

For Carriers/Payers/TPAs

EbixEnterprise Policy/Contract Administration provides a centralized, scalable solution for carriers, payers, and third-party administrators to streamline policy and contract management, renewals, billing, and eligibility maintenance. As the system of record, the system integrates seamlessly with claims systems, including EbixEnterprise Claims Administration (LuminX) system, ensuring accurate claims processing, streamlined plan building and renewal processes, and reducing operational inefficiencies.

The system empowers carriers, payers with the tools to improve efficiency through optimal automation of processes while ensuring compliance and accuracy of policy, enrollment, and financial management.

Key Benefits

Image
Unified Policy & Billing Management

Eliminates fragmented systems by consolidating policy/contract administration, billing, and accounting into a single platform.

Eliminates fragmented systems by consolidating policy/contract administration, billing, and accounting into a single platform.

Image
Seamless Claims & Eligibility Integration

Ensures consistency between policy, eligibility, and claims data, reducing processing errors and delays.

Ensures consistency between policy, eligibility, and claims data, reducing processing errors and delays.

Image
Regulatory Compliance & Accuracy

Automates workflows to improve data accuracy while maintaining compliance with industry regulations.

Automates workflows to improve data accuracy while maintaining compliance with industry regulations.

Image
Scalable & Flexible Architecture

Built on .NET and Microsoft SQL, supporting high-volume transactions and seamless integration with external systems.

Built on .NET and Microsoft SQL, supporting high-volume transactions and seamless integration with external systems.

Image
Automated Financial Processes

Reduces administrative overhead by streamlining and automating billing, rate maintenance, payment reconciliation, disbursements, commissions, fiscal reporting, and general ledger reconciliation.

Reduces administrative overhead by streamlining and automating billing, rate maintenance, payment reconciliation, disbursements, commissions, fiscal reporting, and general ledger reconciliation.

For Brokers/Agents

EbixEnterprise Policy/Contract Administration simplifies policy and contract management for brokers, enabling seamless plan administration, eligibility, and premium administration processing. By automating key workflows, brokers can reduce manual tasks and focus on client service.

Key Benefits

Image
Streamlined Enrollment & Eligibility Management

Simplifies the eligibility process with an automated enrollment solution.

Image
Premium Administration

powerful automated premium administration, eliminating the time-consuming task of calculating, reconciling, and managing premium payments across multiple clients and carriers.

Image
Automated Workflows & Approvals

Reduces delays with real-time processing and integrated e-signature capabilities.

Image
Real-Time Access to Eligibility and Premium Data

Reduces delays with real-time processing and integrated e-signature capabilities.

Contact Us

Please submit your information below or call us at (800) 872-7848

© 2025 Ebix Inc. All rights reserved. Privacy Statement