Quote to Card

(HealthConnect)

A Smarter Way to Quote, Enroll, and Deliver Benefits

Overview

EbixEnterprise Quote to Card (QTC), powered by HealthConnect, is a cloud-based platform that simplifies the entire insurance and benefits process from quoting to ID card delivery. Built for both group and individual business, QTC supports more than 6,700 agents nationwide and processes over 10,000 quotes daily across medical and ancillary lines.

With more than 30 years of industry expertise behind it, QTC gives insurance carriers, general agents, and brokers the flexibility to configure and deploy what they need. Whether you're looking for a full end-to-end solution or just a fast, reliable quoting engine, the platform can be private labeled and customized to match your brand and workflows.

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What’s Possible

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Key Benefits

Quoting
and Proposals

Single and multi-carrier quoting across medical and ancillary products

Online proposal generation with built-in plan comparisons Tools for underwriting and plan guidelines

Broker and direct-to-consumer quoting for individual and family plans

Single and multi-carrier quoting across medical and ancillary products

Online proposal generation with built-in plan comparisons Tools for underwriting and plan guidelines

Broker and direct-to-consumer quoting for individual and family plans

Document
Resource Library

Centralized access to carrier forms, summaries of benefits, support docs, and marketing materials

Easy to filter by state and carrier

Documents can be attached to proposals or emailed directly to clients

General agents and carriers can customize and manage their own resources

Centralized access to carrier forms, summaries of benefits, support docs, and marketing materials

Easy to filter by state and carrier

Documents can be attached to proposals or emailed directly to clients

General agents and carriers can customize and manage their own resources

Accurate, Reliable
Plan Data

Maintained by a dedicated team for consistency across all plans

True side-by-side comparisons with standardized formatting and language

Cleaner proposals and more actionable reports

Better experience for brokers, employers, and employees

Maintained by a dedicated team for consistency across all plans

True side-by-side comparisons with standardized formatting and language

Cleaner proposals and more actionable reports

Better experience for brokers, employers, and employees

Enrollment
Options

Consumer, broker, and employer-led enrollment workflows

Integrated documentation, payment collection, and electronic signature

Real-time dashboards for brokers and carriers to manage enrollment

Consumer, broker, and employer-led enrollment workflows

Integrated documentation, payment collection, and electronic signature

Real-time dashboards for brokers and carriers to manage enrollment

Workflow and
Administrative Tools

Guided platforms for consumers and agents

Broker renewal management and system integration

Secure forms management and document storage

Guided platforms for consumers and agents

Broker renewal management and system integration

Secure forms management and document storage

Secure
Hosted Platform

Fully managed platform that reduces internal IT demands

Improves efficiency, speeds up processes, and ensures data consistency

Built to meet industry security and compliance standards

Fully managed platform that reduces internal IT demands

Improves efficiency, speeds up processes, and ensures data consistency

Built to meet industry security and compliance standards

For General Agents

The EbixEnterprise QTC Platform is a premier digital storefront built for general agents, delivering fast, efficient quoting across multiple carriers and plan types. The health coverage quoting component functions entirely as a pre-sale tool, offering illustrative quotes and temporary ID cards within the Employee Quoting-to-Card (EE QTC) process to support brokers in the sales cycle. Seamlessly integrated into the broker-facing platform, it transforms the general agent site into a centralized hub for broker engagement, support, and ongoing group management.

Built for flexibility and ease of use, the QTC Platform empowers both general agents and brokers to work collaboratively whether from the office or in the field. Quotes and plan comparisons can be created, reviewed, and shared in real time. General agents maintain full control with robust reporting and analytics tools, while the intuitive interface ensures adoption across varying levels of technical experience.

Each platform is fully white labeled to match the general agent’s and other levels of branding complete with custom logos and color schemes. Brokers experience a fully branded environment that feels native to the general agent, with EbixEnterprise QTC technology powering the experience discreetly in the background.

Key Benefits

Role-Based
Access Control

The system supports distinct access levels for administrators, representatives, and brokers, each with configurable permissions. Representatives can be assigned to specific agencies or individual brokers, while administrators and representatives can manage broker profiles and user rights ensuring the right people always have the right access.

Empower Brokers with Personalized Sales Tools

Each broker with Individual and Family Plan (IFP) rights receives a custom, direct-to-consumer quoting link. This personalized link can be added to their website, enabling consumers to get quotes directly that boosts broker visibility, simplifying the buying process, and driving new business without extra effort.

Robust Reporting & Analytics

General agent level control with built-in reporting tools for performance tracking, insights, and data-driven decision-making. EDI reports can be uploaded to an FTP site for batch processing or integrated in real time with the general agent system supporting flexible data exchange and streamlined operations.

Custom Plans
and Products

The system can include custom plans or products offered by a general agent either during the quoting process or as an add-on—delivered manually or automatically as a PDF or informational packet within the proposal.

Single
Sign-On Access

Users can access multiple systems with one set of credentials reducing login fatigue, minimizing password-related issues, and saving time. This simplifies the user experience and boosts productivity across the board.

Seamless General Agent–Broker Collaboration

Real-time information sharing and visibility between general agents and brokers enhances collaboration and workflow efficiency. This includes group, census, proposal, notes, and task information.

Streamlined Quoting Across Carriers

Quote multiple carriers, agencies, and plan types quickly and efficiently, saving time and reducing administrative effort.

User-Friendly Interface

Out of the box or customizable intuitive design ensures fast onboarding and ease of use, regardless of technical expertise.

Centralized Broker Support Hub

Acts as the central platform for brokers to access quotes, resources, and support under the general agent’s brand.

Create and Deliver Fully Branded Experience

White-labeled to reflect the general agent’s logo and colors, maintaining brand consistency and reinforcing broker loyalty.

Secure and Reliable Platform

Proven accuracy and data integrity instill confidence in both client presentations and system usage.

Flexible,
On-the-Go Access

Accessible from anywhere, enabling productivity both in the office and out in the field.

Technology Delivered Under General Agent Branding

Brokers interact directly with the general agent’s brand, while EbixEnterprise QTC powers the backend discreetly.

For Carriers

EbixEnterprise QTC Platform is an ideal solution for insurance carriers of any line of coverage. Like the Ebix Health broker and agency platforms the Ebix Health Carrier solution was designed with both the broker and consumer end user in mind, allowing fast and efficient quoting across multiple lines of coverage, streamlining the entire process from start to finish, transforming the carrier portal into an efficient end to end solution for both the broker/agency and consumer.

Built to work seamlessly with industry personnel and individual consumers, the QTC Platform allows anyone the ability to find insurance solutions anytime anywhere. Just like the brokers/agency portals, Ebix carrier portals provide quote and plan comparisons that can be created, reviewed, and shared in real time. Carriers now have access to monitor and assist users during the entire QTC process. In addition to maintaining control of the QTC process, Ebix carrier portals also provide robust reporting and analytics tools.

Proven to be secure, reliable, and accurate, the EbixEnterprise QTC Platform provides confidence in the data used to serve brokers/consumers and manages all quoting/selling operations. In addition to new business quoting, brokers/consumers can run renewals, access physician directories, provider networks, forms, HR resources, and more making it a comprehensive solution for carriers to ensure all end users have the most efficient quoting and enrollment process.

Each platform is fully white labeled to match the carrier’s branding complete with custom logos and color schemes. Brokers and consumers experience a fully branded environment that feels native to the carrier, with EbixEnterprise QTC technology powering the experience discreetly in the background.

Key Benefits

Streamlined
Quoting

Single or multiple lines of coverage quickly and efficiently, saving time and reducing administrative effort.

Easy
Renewals

Uploaded renewals allow for easy plan comparisons and additional carrier renewal options.

Centralized Broker
Support Hub

Acts as the central platform for brokers to access quotes, resources, and support under the carrier’s brand.

Flexible
On-the-Go Access

Accessible from anywhere, enabling productivity both in the office and out in the field.

User-Friendly
Interface

Out of the box or customizable intuitive design ensures fast onboarding and ease of use, regardless of technical expertise.

Secure and
Reliable Platform

Proven accuracy and data integrity instill confidence in both client presentations and system usage.

Seamless Broker-Consumer Collaboration

Real-time information sharing and visibility between carrier, brokers and consumers enhances collaboration and workflow efficiency. This includes group, proposal, notes, and task information.

Comprehensive
Business Tools

In addition to quoting, brokers gain access to physician directories, provider networks, forms, and HR tools.

Create and Deliver Fully Branded Experience

IWhite-labeled to reflect the carrier’s logo and colors, maintaining brand consistency and reinforcing broker loyalty.

White-labeled to reflect the carrier’s logo and colors, maintaining brand consistency and reinforcing broker loyalty.

Robust Reporting & Analytics

General agent level control with built-in reporting tools for performance tracking, insights, and data-driven decision-making. Out of the box reports that can be customized. Multiple report styles to match your selling strategy.

Custom Plans and Products

The system can include custom plans or products offered by a carrier either during the quoting process or as an add-on—delivered manually or automatically as a PDF or informational packet within the proposal.