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SMARTOFFICE |
ENTERPRISE EDITION
This solution is designed to address the very specific needs of independent
agents and agencies.SmartOffice Enterprise provides
the proven scalability, data security, and customization
capabilities required by even the largest financial
services organizations. Available in a flexible, fully
hosted web environment or on your own server,
SmartOffice Enterprise delivers features to support
every aspect of financial services distribution.
From contact and agency management to wholesaling and
management reporting, SmartOffice integrates enterprise
business processes to drive more profitable client
relationships, reduce operational expenses, and grow
revenues.
Software Built for the Way You Do Business
SmartOffice Enterprise Edition delivers the features,
framework, training, and support you need to ensure the
success of your CRM initiative – regardless of the size
of your business. Trusted by today’s leading financial
services organizations, SmartOffice offers a full range
of valuable, industry-focused features and capabilities
that deliver tangible, measurable results.
Expandable features for your evolving business |
Client and Account Tracking
Activity Tracking & History
Calendar/Time Management
Document Tracking
Marketing Profiling & List Management
Campaign Management
Mass Email/Direct Marketing
Investment & Policy Tracking
Online Case Visibility
Client Tracking
Multi-carrier Case Management |
Sales Opportunity Management
Leads Tracking
Mobile & PDA Connectivity
Outlook and Lotus Notes Integration
Seminars Tracking
Recruit Tracking
Investment Tracking
Group Benefits Tracking
Commissions Tracking
Distribution Management |
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Valuable utilities to support your IT efforts
- SmartIntegrator allows your IT professionals to
integrate other systems with SmartOffice with
relative ease. This open API makes the heart of the
SmartOffice system available for customized
integration with your in-house or other third-party
systems.
- DataXchange™ Enterprise provides proven, robust
back-end data movement around the SmartOffice
system.
- SmartMonitor is an external application that
provides visibility into system usage and process
reporting.
Proven technology
The technology that supports your CRM solution is
critical to ensuring that your users remain happy
with the system for the life of the project.
SmartOffice is built from the ground up in a J2EE
open architecture environment to help provide your
agents with anytime, anywhere access to the vital
information they need to deliver the best possible
service to their clients.
Flexible hosting options
SmartOffice can be installed in your own environment
or as an online, on-demand solution managed in our
world-class hosting facility. Both options provide
the high levels of security needed to ensure
compliance and the safety of your clients’ data. The
fully hosted option helps speed implementation time
and eliminates hardware costs. No matter which
option you decide is best for your business, you
will gain the advantages of SmartOffice’s
out-of-the-box functionality – the key to minimizing
customization costs and speeding your time to
benefit.
Training
One of the keys to system adoption is effective
training. Ebix CRM enterprise training services are
designed to provide a variety of support levels to
meet your needs and the unique needs of each of your
agencies. Training options include:
- SmartOffice SmartStart – an integrated
training/implementation approach designed to get
Agents up and running on the system quickly and
effectively.
- On-demand Online Training Library – provides
the many of the benefits of live, instructor-led
training without the cost of a personalized
session.
- Instructor-Led Online Training – a hybrid
solution that provides a tailored, interactive
training experience using distance-learning
tools.
- Instructor-Led On-site Training – customized
training programs from our professional
instructors are delivered at your site, and
address the features most important to your
firm.
Business Consulting
Ebix CRM offers Business Consulting services
offered by a team of highly experienced industry
specialists trained to help you identify the
deliver an approach to achieve your unique
business goals. Our team can work with you to
set a clear direction, identify effective
processes, implement an appropriate
infrastructure and technologies, and ensure
solution adoption. |
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"E-Z Data's SmartOffice Enterprise
solution provides online client and policy management
capabilities
to help streamline communication with our core
carriers and provide our clients with real-time access to
account information. The solution's out-of-the-box functionality
goes well beyond other products we evaluated, and E-Z Data has
proven to be committed to our success throughout the
implementation process."
Curt Rynties
Vice President,
Technology Services and Support
M Financial Group
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