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Ebix Quarterly eNews Jan-Mar 2018 Featured

Monday, 26 March 2018 12:25

eNews email header

 January - March 2018

This edition of the Ebix eNews speculates on the insurance trends that will make an impact in 2018. We also cover the highlights of the upcoming CBS Major Release due out after Easter 2018. As well, WinBEAT has a new release due out in the coming weeks with a number of enhancements. And last but not least, we wrap another great sailing season with the Ebix 13ft Skiff.

Wishing you all a happy and safe Easter!

CBS and WebAccess Major Release 

new release cbs 7.4

Ebix are committed to delivering leading edge software. This means we make regular updates to our products with the latest fixes and enhancements. Ebix will be delivering CBS 7.4 and CBS WebAccess 4.4, both major releases, after Easter 2018. Keep your eye on your inbox for more details on the upcoming release, including Release Notes.

Some of the highlights include;

CBS 7.4

  • Enhancements to the Macquarie Premium Payments module to provide Payment by Client Statement options and the inclusion of Direct Debits as a supported payment type
  • Coloured fonts in CBS documents
  • Selected document packaging by Co-Insurer
  • Allianz instalment Billing for Sunrise transactions
  • Sub Agent exclusive creditors
  • Sub Agent income changes for Sunrise Direct Billed Instalment invoices
  • Generic Invoice Rounding
  • NSW Stamp Duty Exemptions and other declarations
  • Various enhancements to the Premium Funding facility including the ability to have Internal and Online Funding option visible at cover recording

WebAccess 4.4

  • Online Payment Gateway (OPG) payment links
  • Inclusion of Mirror Lapse as a supported transaction type
  • Annual Paid Direct transactions
  • User defined alternative PDF naming conventions
  • A new Detailed Claims Listing report (clm009) is now available 


Ebix 13ft Skiff Season Results

Ebix 13ft skiff small

We are very pleased to report another victorious season for the Ebix 13ft Skiff. Manly brothers Nathan (Skipper) and Jesse Lilley (Crew) did us proud, taking home the title of Club Championship, the highest honour within the Manly Skiff Club. The boys can also add highest point score to their list of wins for 2017-2018. It was a suspenseful season for the Ebix Skiff with some difficult weather at Nationals, but consistent performance of mostly 1st and 2nd places throughout the racing season lead the boys to take home the top trophy in the end. We hope Nathan and Jesse get some much deserved rest before we're back again for next sailing season!


Insurance Trends to Look Out for in 2018

insurance neon sign

The rise of insurtech startups are continuing to transform the insurance industry as we know it. From lightning speed claims to having a greater purpose, thanks to technology developments and advanced economics insurance is joining the growing industries being disrupted. While insurance does come with its challenges, a handful of insurtechs are proving to be successful. Read more... 


WinBEAT New Release 4.2.15

new release winbeat 4.2.15

The WinBEAT 4.2.15 release will soon be available to all WinBEAT4.2 users. This is a minor release and includes a number of fixes and enhancements. You will find full details in the WinBEAT Release Notes which can be found in WinBEAT Help.

Funding Updates

Auto Funder Log-in
Once a user has logged into a funder WinBEAT will maintain their funder log-in until they exit WinBEAT. This means users can easily access Loan Enquiry in Client - Policy Enquiry without having to log into the funder website. It is also more efficient to obtain Funding Quotes for funders that are commonly used as users will not have to log in each time they access their preferred funder.

Background and Opt-out Funding
Some funders have amended their invoice and statement text boxes for Background and Opt-out funding on WinBEAT Forms. These include Macquarie Pacific, Premium Funding, Principal and Victory Funding.

Update Funding Status on Log-in
In the WinBEAT 4.2.13 release we automated updating the funding status of invoices for any funder that is activated for background funding when any user with access to TRANSACTION - Funding - Update status logs onto WinBEAT. We have now eliminated any errors popping up during this process to ensure users can login without delay. 

Email Templates
Email templates Inception and Expiry dates will now correctly reflect the dates of the transaction being emailed instead of the original renewal or new business dates.
Insured name line two will now display correctly in an email template.
You will find full details on setting up your email templates in Help, just search "email templates".

Read 3315 times Last modified on Tuesday, 27 March 2018 16:06