Start with your current operating model
Map your renewal, new business and servicing workflows before deciding the integration scope. Folio provides the work and client engagement layer around the policy transaction.
A connected way forward.
Discuss Folio alongside EBIX WinBEAT NEXT, keeping quoting and formal policy transactions in your core policy system.
See it with your team ↗Built around broking
What it means
for your team.
Validate the connection
Folio needs to confirm current availability, supported versions, data read and written, synchronisation frequency and deployment prerequisites. No particular integration behaviour is assumed here.
Make the next step specific
Bring your WinBEAT NEXT version and priority workflows to a Folio demonstration. The team can explain the supported connection and what stays in the source system.