Ebix Smart Office Integrations

Track proposals fine tune advisor relationships and increase production.

Ebix smart office integrations. Our ams expands your firm s capabilities. To install the plug in the user must have local administrator rights on the computer. Smartoffice the customer relationship management crm solution from ebix was designed to help financial services professionals tackle those critical tasks. Microsoft office 2003 primary interop assemblies.

Smartoffice has the power necessary to serve as the backbone of your practice. Smartoffice integrates with the apps you use most including winflex web vitalsales suite and ms outlook ask us for a complete list of integrations. Phone 800 777 9188 fax 626 585 3523 technical support. The following prerequisites are required.

The plug in also integrates office and other windows applications with the web based version of smartoffice to provide contact calendar sync correspondence data export and more. Ebix s microsoft plug in for smartoffice integrates our proven smartoffice platform into outlook word and excel delivering the power of crm to the applications you already know. From investment and pending case data downloads to insurance forms to valuable third party software ebix offers dozens of pre built integrations to choose from. The application is highly modular and can be configured to meet the needs of just about any business.

Delivering the power of integration. Microsoft office 2007 primary interop assemblies. Suite 520 pasadena california 91101 sales information. They positioned their existing oracle insurance policy administration system as the configurable back office platform to process the annuity sale at their insurance site.

Financial and insurance technology. The company created a strategy that overhauled their annuity sales process and aligned with ebix for their order entry system to facilitate the sale of their insurance products. Office pasadena ca mailing address ebix crm 225 s. With the plug in you can access smartoffice data and features directly from microsoft outlook word and excel.

Ebix solutions are designed to easily integrate with other leading software applications and data providers to deliver a best of breed solution that addresses your specialized needs regardless of the role you play in financial services. The microsoft plug in for smartoffice provides access to smartoffice directly from within microsoft office applications outlook word and excel.