|
In use by industry leaders for more than two decades,
Ebix CRM (formerly E-Z Data) 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. Select the solution designed to
meet your specific business needs:
|
|
|
| |
SMARTOFFICE
|
PREMIER EDITION |
|
| Designed for
Financial Advisors
who need industry-specific practice management tools,
investment data downloads, integration with other
applications, manage multiple lines of business and
service a large number of clients from anywhere,
anytime. |
|
>>Click here for more information |
|
|
|
| |
|
SMARTOFFICE |
PROFESSIONAL EDITION |
|
| Designed for
Insurance Agents
who need to strengthen client relationships and manage
and track insurance policies to help build and maintain
a profitable practice. |
|
|
|
|
| |
|
SMARTOFFICE
|
PREMIER EDITION |
|
| Designed for
Brokerages/ General
Agencies who need
integrated management reporting, powerful case
management, and complete marketing and sales tools to
help streamline and manage the complexities of today’s
brokerage business to reduce case processing time,
identify new sales opportunities, and enhance client
service. |
|
|
|
|
| |
|
SMARTOFFICE
|
ENTERPRISE EDITION |
|
|
Designed for
Wholesalers, Insurance Carriers, Broker-Dealers,
and Banks
who need the proven scalability, data security,
and customization capabilities required to
support CRM initiatives within the corporate
enterprise. |
|
|
>>Click here for more information
|
|
|
| |
|
CLIENT DATA SYSTEM
(windows based) |
|
|
Designed for
Insurance Agents and
Financial Advisors who prefer a Windows-based
solution for practice and contact management. |
|
|
>>Click here for more information
|
| |
