Ebix’s SmartOffice solutions for practice, and agency management 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 increase sales revenues.
- Sandard CRM features (contact management, calendar, correspondence, notes, document storage, reports)
- Insurance policy servicing and underwriting
- Investment tracking
- Commission projection and reconciliation
- Sales opportunity/lead processing
- Workflow customization
- Integration with providers of insurance and investment data, marketing platforms, web conferencing solutions, financial planning/analytics applications, form-filling applications, document management solutions, and more.
- Created specifically for financial services industry (insurance, investments, etc.)
- 24/7 access from any device
- Customizable user interface
- Enterprise-level scalability
- Industry-standard internal security controls verified through an independent SOC 2 Type 2 audit
- Robust cybersecurity protections, including encryption, multi-factor authentication, backup, disaster recovery
- Record retention and change tracking for compliance review/audit purposes
- Advanced data visibility configuration