Training Options

To harness the full power of SmartOffice, Ebix CRM offers a wealth of training resources and opportunities for our BGA clients to access whenever the need arises. These training resources include:

SmartOffice Fast Classes
SmartOffice User Guides
SmartOffice Help System
Online Training
On-Site Training

BGA Webinar Series and BGA Client Partner Conference
To foster a strong, long-term partnership full of learning opportunities and growth, Ebix CRM hosts our Annual BGA Client Partner Conference and also offers our current BGA clients that ability to enhance their knowledge and gain practical tips for SmartOffice at their agency through our BGA Webinar Series sessions. These sessions are completely free to our BGA clients and all registered users will receive invites to register via e-mail.

Carrier Data Feeds

You can increase the efficiency and productivity of your new business processing by taking advantage of the numerous carrier downloads now available directly into SmartOffice.

Service Provider Integrations in SmartOffice

You can increase the efficiency and productivity of your new business processing by taking advantage of the numerous carrier downloads now available directly into SmartOffice.

- Service Provider Partners List

- How to Request Set-up
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