Solutions /Vendor Risk & COI Management

The full picture of vendor risk. Without the manual work.

A certificate tells you a vendor has insurance, not whether their coverage meets your contract requirements, whether their policies exclude critical coverage, or if their financial footing is sound. Ebix brings it all together: from real-time analysis of contracts and policies to AI-powered certificate review and proactive financial risk screening.

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Vendor risk that goes deeper than the certificate.

Ebix combines contract intelligence, certificate and policy validation, and financial risk screening in a single connected workflow, so compliance reflects what your contracts actually require, not a generic template.

Contract & Policy Intelligence

Contract Lens analyzes your agreements in real time, extracting insurance obligations so every requirement is captured. Policy Lens flags hidden exclusions, bringing critical gaps in vendor coverage to the surface.

AI-Powered Certificate Review

Certificates are validated against each vendor's real contractual requirements, surfacing deficiencies, policy exclusions, and coverage gaps that template-based checks miss.

Self-Service Vendor Onboarding

A vendor portal and automated intake bring certificates, policies, and supporting documents into one place, with renewal reminders handled for you.

Deficiency Resolution

Coverage gaps are flagged and driven through to resolution with your vendors, so issues get closed, not just logged.

Financial Risk Screening

Proactive financial risk screening surfaces early warning signals across your vendor network, before they become claims or disruptions.

Flexible Service Models

Run it as self-service software or lean on our team of experts for full-service tracking, scaling the support to fit your program.

From contract to confirmed coverage.

A structured, connected workflow from the agreement through to audit-ready compliance.

1
Contract Analyzed

Contract Lens analyzes each vendor agreement in real time and extracts its specific insurance requirements.

2
Certificate Reviewed

AI-powered review validates incoming certificates against those real requirements, not a generic template.

3
Deficiencies Resolved

Gaps, exclusions, and shortfalls are flagged and followed through to resolution with your vendors.

4
Compliance Confirmed

Audit-ready status across your vendor network, with experts available to handle the exceptions.

Looking for more specific risk coverage?

Ebix Certificate of Insurance

COI collection, tracking, and vendor compliance automation for organizations managing third-party certificate risk at scale.

Explore Ebix COI
Exposure analytics with claims context

Model concentration risk and inform risk financing decisions across your full portfolio.

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wcExchange — WC EDI Compliance

All-state workers compensation EDI filing, FROI and SROI automation, and compliance monitoring built for high-volume programs.

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Get ahead of vendor risk. Stay audit-ready.

Talk to an Ebix Risk specialist about what a connected, contract-to-coverage compliance program looks like for your organisation.

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