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: |
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Carriers: |
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Anshin Life
Guardian Life
Humana
MarketPOINT
Knights of Columbus
MetLife
New York Life
Prudential (USA)
Securian (Financial)
Sun Life Financial |
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Broker-Dealers, BGAs,
and Banks: |
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AIG Broker
Dealers
BRAMCO
CPS Insurance
HSBC
LifeMark Partners
M Financial
National Financial Partners
US Bancorp
VSR (endorsement)
Wachovia |
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[Click here]
for
a
Client Success story |
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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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