Ebix Smart Office

With 40 offices across brazil singapore australia the us uk new zealand india and canada ebix powers multiple exchanges across the world in the field of life annuity health and property casualty insurance while conducting in excess of 100 billion in insurance premiums on its platforms. 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. Smartoffice by ebix crm is the web based crm software agency management solution to financial advisors brokerage general agency is an enterprises solution.

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Smartoffice Professional Edition For Insurance Agents

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Ebix smart office. In addition users can seamlessly navigate between albridge wealth reporting and smartoffice to access client data in both applications. Smartoffice the customer relationship management crm solution from ebix was designed to help financial services professionals tackle those critical tasks. Financial and insurance technology. And to do that you need to understand their finances and needs better than they do.

Smartoffice users can automatically import client account and position data from albridge s data service. Smartoffice has the power necessary to serve as the backbone of your practice. Notes last 30 days. The application is highly modular and can be configured to meet the needs of just about any business.

Click here to learn more. Download details and special advisor group pricing. Smartoffice the customer relationship management crm solution from ebix was designed to help financial services professionals tackle those critical tasks. In use by industry leaders for more than two decades the smartoffice solution is trusted across the financial services 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 revenue.

Featured fast class. Ebix labor day hours ebix will be closed on monday september 7th in observance of labor day.