G2

JB

Joe B.

Consultant

Small-Business (50 or fewer emp.)

3/17/2022

"One easy click and policies are DOWNLOADED!"

4/5

What do you like best about Ebix TEAM-UP?

Once the application is set up, all you have to do daily is click the download button. There isn't anything else to do! This works great with our AMS system which is QQ Catalyst. Review collected by and hosted on G2.com.

What do you dislike about Ebix TEAM-UP?

The only downside of Team -UP is the lack of multiple companies that use the software. We do require it for 2 companies at our agency, so it is a necessity to download those policies. Review collected by and hosted on G2.com.

Recommendations to others considering Ebix TEAM-UP:

As mentioned before, once this is installed there really isn't much more to do daily. Very easy to use. Review collected by and hosted on G2.com.

What problems is Ebix TEAM-UP solving and how is that benefiting you?

This solves the old issue of manually entering data for insureds. With the one-click transferring all the files over creates time to be productive elsewhere with in the agency. Review collected by and hosted on G2.com.