Ebix CRM
CRM Solutions for Insurance and Financial Services
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Ebix CRM (formerly E-Z Data, Inc.)

Serving the financial services industry since 1986

Ebix CRM began developing solutions to support agents and advisors more than 20 years ago. Our goal: to help industry professionals better leverage vital client information in a new way. With its very first solutions, Ebix CRM pushed the envelope of contact management to include customer service and policy and investment tracking – all from a financial services industry perspective.

A strong
and growing
client base

More than 50 of the largest financial services companies
rely on
Ebix CRM solutions
today, including:
Anshin Life
Guardian Life
Knights of Columbus
New York Life
Prudential (USA)
Securian (Financial)
Sun Life Financial
Broker-Dealers, BGAs,
and Banks:
AIG Broker Dealers
CPS Insurance
LifeMark Partners
M Financial
National Financial Partners
US Bancorp
VSR (endorsement)

[Click here] for a
Client Success story

Over the years, our solutions have evolved greatly, helping the industry leverage new technologies to support considerable shifts in the business needs of our users. Ebix CRM solutions cover the full spectrum of financial services distribution – including insurance companies, general agents, banks, investment dealers, agents, and financial advisors.

In use by many of the top 20 Fortune 500 Life companies and more than 100,000 professionals worldwide, Ebix CRM solutions are now considered the industry standard for agency management, practice management, and enterprise CRM.

With management and support teams that offer unprecedented longevity in the business, highly proven solutions, and offices around the globe, Ebix CRM continues to strive toward our mission: delivering outstanding solutions that address the specialized needs of financial services professionals worldwide to help drive operational efficiencies, boost revenues, and support exceptional client service.

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