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Client Data System (CDS),
Ebix CRM’s Windows-based solution for practice
management, has been helping top producers build client
trust for more than two decades.
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Official support for Client Data System ended on
December 31, 2011. |
In 2006, Ebix CRM, formerly E-Z Data, introduced an even more powerful
solution, taking the most valuable functionality in CDS
and adding to it the benefits of anywhere, anytime data
access via the web, as well as integration and online
downloads with the products and services you need to
grow your business.
That solution is SmartOffice.
Today, more than 100,000 advisors use SmartOffice to
deliver highly personalized, high-touch client service
that makes a difference. Move to the web-based
SmartOffice to take advantage of these valuable
benefits:
- 24/7 access to your data from anywhere
- Extremely user friendly
- Clean look and feel with intuitive navigation
- Easy to use, integrated calendar
- No need for synchronization or backups
- Increased security and reliability
- Valuable Dynamic Reports right on the home page
- Photo placement for every contact (direct
conversion from CDS 6.1)
- Ability to search client records by note type
- Reporting in both Crystal and PDF
- Customizable home page portals
- Extensive and growing list of available
integrations
- Extensive online library of training movies
- Free online training webinars
- Continually updated online help system
- Simple ‘by history’ navigation to return to
prior workflow
- Industry standard account-based investments
- Stronger pending case management features
- Downloads from dozens of carriers
- Choice of service provider integrations
- Direct inforce policy feeds
- Dedicated Ebix CRM customer care representative
Click here to learn why top advisors put their trust
in SmartOffice.
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