CBS
CBS addresses all of a broker’s requirements from client and prospect management, to quotations, policy recording and tracking, document production, client budgeting, and claims management.
More than just a broking system CBS provides a high level of interaction between the broking functions and financial reporting to provide a comprehensive management tool.
CBS is Ebix Australia’s comprehensive broking management system, built to handle the full range of a broker’s day-to-day requirements. It covers client and prospect management, quotations, policy recording and tracking, document production, client budgeting and claims management, all within a single system.
CBS is more than a policy administration tool. It provides a high level of interaction between broking functions and financial reporting, giving brokerages a genuine management tool rather than just a record-keeping system. This means brokers can see how day-to-day broking activity connects to the financial side of the business, without switching between separate systems or reconciling data manually.
A key strength of CBS is its scalable software architecture and extensive customisation options. Brokers can tailor the system to their own processing requirements, with customisation extending to risk construction, policy construction, claims information, reporting, and the content and appearance of client documentation. This flexibility means CBS can be shaped around how a brokerage actually works, rather than forcing the brokerage to work around the system.
CBS also connects to Ebix’s mobile solutions, giving brokers access to client, policy, claims and basic accounting information while away from the office. This is particularly useful for brokers who spend time meeting clients on the road, giving them the same visibility they’d have at their desk.
As part of the broader Ebix ecosystem, CBS integrates with Sunrise Exchange, and can be hosted by Ebix, the same team that designed and built the system, removing the burden of managing backups, upgrades, disaster recovery and security in-house.