Ebix Smart Office Pricing

Still not sure about smartoffice. Ebix provides end to end solutions ranging from infrastructure exchanges carrier systems agency systems and risk compliance solutions to custom software development for all entities involved in the insurance industry. 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.

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We also use it to keep track of client meetings which has been helpful.

Ebix smart office pricing. With the help of capterra learn about smartoffice its features pricing information popular comparisons to other customer relationship management products and more. Track proposals fine tune advisor relationships and increase production. Smartoffice pricing starts at 9 99 as a one time payment per user. Customer information aggregation is critical in our line of work both for existing clients and potential clients and smart office helps to aggregate that info into a usable format.

Monthly price per user 65 contacts a calendar and time management a comprehensive notes and history smartpad a document file storage a microsoft office integration word outlook excel a microsoft outlook plug in a microsoft exchange sync a mass communication a mobile smartoffice anywhere a insurance tracking smartpolicies a. And to do that you need to understand their finances and needs better than they do. Contact us to learn more. Smartoffice integrates with the apps you use most including winflex web vitalsales suite and ms outlook ask us for a complete list of integrations.

Access previous fast classes sign up for live training. There is a free version. Financial and insurance technology. Turn your client data into the engine that drives your business the power of smartoffice starting at 30 month as an advisor your success depends on making your clients better off so that they place a high value on your services.

Smartoffice offers a free trial. Our ams expands your firm s capabilities. Check out alternatives and read real reviews from real users. A leading international supplier of on demand software and e commerce services to the insurance financial and healthcare industries ebix inc nasdaq.

In use by industry leaders for more than two decades 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.