Instead of Ebix Evolution
Move off Ebix Evolution. Own your broking system.
Enterprise DNA builds your version around how your brokerage places, renews and services its accounts, brings your Evolution records across, and runs it for you. Your accounting stays in a system built to hold it.
Ebix publishes no price for Evolution. It is quoted privately through Ebix Australia and Ebix New Zealand sales, with the General Ledger offered as an optional extra.
- check_circleYour data in a database you own
- check_circleOpen source, no lock-in
- check_circleBuilt and run by Enterprise DNA
What the quote covers
An Evolution quote buys a platform, and the platform is mostly screens
Ebix sells Evolution to corporate and international brokers as one system for clients, quotes, policies, claims and accounts. The records in it came from your team. Much of what the quote pays for is the way you reach them.
A price you only learn from sales
Neither the Australian nor the New Zealand Evolution page lists a figure. You fill in an enquiry form or call the sales line, and there is no figure to compare in advance.
Optional parts on top of the core
Ebix describes the General Ledger as optional. The pages do not say what any part costs.
Customisation that runs through the vendor
Ebix says Evolution can be extensively customised, with bespoke reporting.
A dashboard someone has to set up
The user-defined dashboard summarises tasks and business indicators.
Connections you do not control
Links to insurer systems and, in Australia, Sunrise Exchange are part of the vendor's platform.
Years of accounts held in their structure
Large corporate books carry long policy and claims histories. The Evolution pages say nothing about exporting them, so leaving starts with asking the vendor what you can take.
What you get instead
Your corporate book, answerable in plain English
Accounts
Every corporate account with its whole programme in view
A client is a record with all its policies and sections under it, so the property, liability, motor fleet and business interruption covers for one account read as one programme.
- check Each account's policies, insurers, sums insured and premium together, not across separate screens
- check Which large accounts have not been spoken to in six months, ranked by premium
- check Which account executive holds which clients, and what moves if one of them leaves
- check Endorsements recorded with the date they took effect
Renewals
Renewals worked in stages, with nobody left behind
Each renewal moves from not started to in market to bound, so the week starts with what is late, not with what is due.
- check Every policy expiring in the next sixty days, sorted by how much premium has had no client contact
- check Renewals sitting in market past the date an underwriter promised terms
- check Policies past expiry and still marked in force, put first
- check Which insurer is slowest to come back with terms, by class
Claims and the file
Claims and advice records a reviewer can follow
Claim events and advice records are kept as fields, and a check names every file that falls short of the rules your brokerage works under.
- check Open claims ordered by days since the client last heard from you
- check Every placement in the past year with no advice record behind it
- check Each rule names its clause in the Insurance Brokers Code of Practice and, in New Zealand, the Financial Markets Conduct Act
- check Claim updates and renewal summaries written up from the record for a broker to check and send
Yours
Records you own, and changes you make yourself
Your book lives in plain records any tool can read, and the system changes when you describe the change.
- check Brokerage earned by month and by insurer, and what was booked and never received
- check Branded schedules and claim letters in your colours
- check Add a field, a stage or a report by asking for it in plain English
- check Open source, with no vendor to ask permission
Make it yours
Design your own Ebix Evolution replacement
Everything starts from the open-source base. Then it gets your name, the parts you run, your rules and your data from Ebix Evolution. Try it here, and we build the real one.
2. What it runs
3. Make it fit
4. Your colour
Answered from your own database
Good morning. Here is what needs you today.
We build it from the open-source base, bring your Ebix Evolution data across and run it for you.
Switching
How to switch from Ebix Evolution
A move usually involves requesting a full spreadsheet export, mapping Evolution’s fields, checking a test import, then running both systems together before you retire Evolution.
- 1
Request your records
Ebix’s published Evolution pages do not describe an export. Ask Ebix in writing what your account allows and request a full export of clients, policies, claims and contacts as spreadsheet files, well before your contract ends. The export may be CSV or Excel, so check the available format with Ebix. Also confirm which records and history can be included.
- 2
Test and load the records
Evolution’s columns do not match the new system’s import format, so the records need to be mapped before loading. Start with a test run rather than writing anything into the new database. Once you have reviewed the test results and are satisfied with the mapping, load the records. If Enterprise DNA is running the system for you, it handles this mapping and import work.
- 3
Review the import results
Check the test run row by row, including which records it shows as coming across and anything it flags for attention. Confirm that clients, policies, claims and contacts have been mapped as expected, and decide how to handle any records that will not come across. Resolve issues before loading the full set, so you know what is in the new database before you rely on it.
- 4
Run both systems together
Keep Evolution available while you use the new system alongside it for a short period. Check your active records and day-to-day work in both, including renewals and claims. Before you plan to stop using Evolution, agree where banking, settlements and client money will be handled, with your auditor’s agreement. If you rely on Sunrise Exchange or insurer connections, scope replacements or keep those connections running alongside.
- 5
Switch off Evolution
When you have checked the imported records and confirmed how ongoing work will be handled, choose a cutover point and stop using Evolution for new work. Keep any access or records you still need for reference according to your business requirements. Do not switch it off until you have agreed the arrangements for accounting and any market connections you depend on.
Where the real effort goes
Most of the work is usually mapping your own fields and rules to the new records, then deciding how much history to bring across. Evolution’s columns do not match the import format, and the test run lets you see what will come across before anything is written. If Enterprise DNA runs the system for you, it handles the mapping and import work.
Not ready for a call?
Get your Ebix Evolution switch plan by email
We will send you the step-by-step plan for moving your business off Ebix Evolution, what the move really involves, and how we would do it for you.
Sent. Check your inbox.
Your Ebix Evolution switch plan is on its way.
Rather talk it through? Book a call arrow_forwardTwo ways to switch
Try the free version, or have Enterprise DNA build and run yours
Open source
Run it yourself
Free
- 1 Download the free version from GitHub
- 2 Load the demo brokerage and open it in Claude Code
- 3 Ask which renewals in the next thirty days have had no client contact
- 4 Map your Evolution records into it when you are ready
Omni by Enterprise DNA
Have Enterprise DNA build it for you
One setup fee, then a monthly retainer
- check We bring your Evolution clients, policies, claims and contacts across and check them against what you had
- check We connect it to the accounting system that will hold your banking, settlements and ledger
- check We write the renewal stages, reports and compliance checks your corporate book needs
- check It runs inside Omni, our managed Command Center, with the rest of your business
Questions
Instead of Ebix Evolution, answered
Evolution runs our broking accounts. What happens to banking and settlements? expand_more
The free version never holds client money, banking, settlements or a trust account, by design. That work moves to an accounting system built for it, with your auditor's agreement, and Enterprise DNA connects your version to it so brokerage and premium flow line up with your policies. If Evolution's accounting is the part you would miss most, that is the first thing we scope with you.
How do we get our records out of Ebix Evolution? expand_more
Ebix's Evolution pages do not describe an export, so ask Ebix in writing for a full export of clients, policies, claims and contacts as spreadsheet files, well before your contract ends. Evolution's columns are not the free version's import format, so the records are mapped on the way in. Enterprise DNA does that mapping, and a test run shows every row that would come across before anything is written.
We place through Sunrise Exchange and insurer connections. Do we lose those? expand_more
The free version does not connect to Sunrise Exchange or insurer systems: you record what the market quoted and bound. If those connections carry a large share of your placements, they are scoped into the version Enterprise DNA builds for you, or kept running alongside while the rest moves.
We are a large brokerage. Is this only for small offices? expand_more
No. The records a corporate broker needs, accounts with many policies and sections, staged renewals, claims and advice files, are the same shape at any size. A larger brokerage gets more from owning them, because every report, rule and stage is changed by asking rather than by a vendor project.
Does it cover our compliance obligations? expand_more
It checks your records against a written rule book, including the Insurance Brokers Code of Practice and, in New Zealand, the Financial Markets Conduct Act, and names every file that falls short. It is not legal advice: the rules are yours to read and change to match your licence.
Own your corporate book, not a private quote
30 minutes with Sam. We look at what you pay for Ebix Evolution, which parts your team relies on, how your accounting would move, and what your own version would look like. If it is a fit, we build it and run it. If it is not, take the free version and run it yourself.
Broking for Claude Code is free and open source, published by Enterprise DNA.
Done paying for Ebix Evolution?
Get your version built