Ebix Smart Office

A leading international supplier of on demand software and e commerce services to the insurance financial and healthcare industries ebix inc nasdaq. Access previous fast classes sign up for live training. Smartoffice has the power necessary to serve as the backbone of your practice.

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Ebix smart office. Ebix provides end to end solutions ranging from infrastructure exchanges carrier systems agency systems and risk compliance solutions to custom software development for all entities involved in the insurance industry. Smartoffice pro sits seamlessly within any insurance business due to its integration with ebix broking and life software as well as microsoft office. In use by industry leaders for more than two decades ebix s smartoffice 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.

Financial and insurance technology. Toggle side navigation toggle top navigation. Our ams expands your firm s capabilities.

Track proposals fine tune advisor relationships and increase production. Smartoffice the customer relationship management crm solution from ebix was designed to help financial services professionals tackle those critical tasks. The application is highly modular and can be configured to meet the needs of just about any business.

Smartoffice is a web based crm so it can be used anytime anywhere and implemented almost instantly. Financial and insurance technology. Smartoffice integrates with the apps you use most including winflex web vitalsales suite and ms outlook ask us for a complete list of integrations.

Smartoffice s integration with ebix s annuitynet order entry platform for annuity transactions is an end to end solution for electronically capturing processing and tracking annuity business.