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CRM Solutions for Insurance and Financial Services
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SmartOffice for Financial Advisors and Insurance Agents
Insurance Technology

In use by industry leaders for more than two decades, Ebix CRM solutions are trusted across the industry to help improve marketing efforts, provide valuable reporting capabilities that drive better business decisions, and create a customer-centric environment that helps you get, keep and grow enduring and mutually profitable client relationships. Select the solution designed to meet your specific business needs:

Designed for: Financial Service Intermediaries
SmartOffice Canadian Advisor Edition offers a bilingual and easy-to-use, web-based automated practice management platform to address the challenges of relationship management and aggregation of client information — including investments and policies tracking with compliance notes and documents — to help you build and maintain profitable relationships with your clients.

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Insurance Agency Software   SMARTOFFICE | AGENCY EDITION
Designed for: National Accounts, MGAs, AGAs, and PPGAs
SmartOffice Agency Edition for life insurance producer groups is a web-based solution that delivers integrated management reporting, powerful case management, advisor tracking, policyholder servicing, commission tracking, carrier CITS feed processing, and complete marketing and sales tools to help streamline and manage the complexities of today’s brokerage business to reduce case processing time, identify new sales opportunities, and enhance client service.

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Designed for: Insurance Carriers, MFDA & IDA Dealers, Banks, Credit Unions
Enterprise implementations may relate to CRM and practice management for all your intermediaries or a producer relationship management solution for all your wholesalers. You can even implement an integrated approach to assist collaboration between your intermediaries and your wholesalers.

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