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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.

Key Features

  • 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.

Key Benefits

  • 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

Product/Service details